| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 5,666 | $846,298.34 | $1.93M | $1.09M | 128.5% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,452 | $389,499.06 | $525,057.72 | $135,558.66 | 34.8% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,167 | $351,720.09 | $399,732.51 | $48,012.42 | 13.65% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,192 | $255,418.58 | $431,039.12 | $175,620.54 | 68.76% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4,218 | $442,034.07 | $1.44M | $997,569.29 | 225.68% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,242 | $126,509.55 | $423,894.59 | $297,385.04 | 235.07% |
Jonathon Gold Gold Investment Management Ltd. | 100 | $15,897 | $34,253 | $18,356 | 115.47% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,074 | $281,099.88 | $366,556.19 | $85,456.31 | 30.4% |
PETER KRUSSEL Southland Equity Partners LLC | 1,439 | $271,528.04 | $492,900.67 | $221,372.63 | 81.53% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 13,352 | $1.61M | $4.55M | $2.94M | 183.17% |
Jon Deven Mouton CAP Partners, LLC | 1,377 | $219,953.06 | $488,890.08 | $268,937.02 | 122.27% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,502 | $1.55M | $1.99M | $440,172.53 | 28.41% |
Taylor Wagner Valued Wealth Advisors LLC | 86 | $16,149.81 | $29,351.8 | $13,201.99 | 81.75% |
Steven JE Manders BKM Wealth Management, LLC | 9,900 | $2.45M | $3.47M | $1.02M | 41.78% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 8,601 | $2.23M | $3.13M | $899,802.72 | 40.4% |
Darin Sadow Freestone Grove Partners LP | 155,158 | $47.79M | $52.96M | $5.16M | 10.8% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 6,388 | $1.38M | $2.19M | $807,456.33 | 58.48% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,183 | $635,645.59 | $1.09M | $458,351.51 | 72.11% |
Mark Fonville Fonville Wealth Management LLC | 980 | $258,474.93 | $356,318.2 | $97,843.27 | 37.85% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,070 | $361,837.97 | $709,037.1 | $347,199.13 | 95.95% |