| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 1,439 | $271,528.04 | $518,140.74 | $246,612.7 | 90.82% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 13,352 | $1.61M | $4.81M | $3.2M | 199.15% |
Jon Deven Mouton CAP Partners, LLC | 1,377 | $219,953.06 | $495,816.4 | $275,863.34 | 125.42% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,502 | $1.55M | $1.98M | $431,699.49 | 27.86% |
Taylor Wagner Valued Wealth Advisors LLC | 90 | $17,647.32 | $32,406.3 | $14,758.98 | 83.63% |
Steven JE Manders BKM Wealth Management, LLC | 9,900 | $2.45M | $3.56M | $1.12M | 45.6% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 8,601 | $2.23M | $3.1M | $869,527.26 | 39.04% |
Darin Sadow Freestone Grove Partners LP | 414,905 | $144.87M | $152.84M | $7.97M | 5.5% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 6,388 | $1.38M | $2.3M | $919,501.89 | 66.6% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,119 | $625,470.08 | $1.05M | $424,291.75 | 67.84% |
Mark Fonville Fonville Wealth Management LLC | 980 | $258,474.93 | $352,868.61 | $94,393.68 | 36.52% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,110 | $376,789.89 | $777,281.8 | $400,491.91 | 106.29% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 931 | $242,578.78 | $335,225.18 | $92,646.4 | 38.19% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,947 | $379,487.51 | $701,056.3 | $321,568.79 | 84.74% |
Anthony Blagrove Traveka Wealth, LLC | 1,655 | $268,159.37 | $595,915.86 | $327,756.49 | 122.22% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 615 | $229,843.96 | $221,443.05 | -$8,400.91 | -3.66% |
Christopher Dodds Crown Oak Advisors, LLC | 13,073 | $1.33M | $4.71M | $3.38M | 253.5% |
Julie Beswick Advantage Trust Co | 300 | $112,119 | $108,021 | -$4,098 | -3.66% |
Cody Gehman Stonebridge Financial Group, LLC | 1,545 | $309,535.21 | $556,308.16 | $246,772.95 | 79.72% |
Kent Keister Bear Mountain Capital, Inc. | 17 | $3,624.25 | $6,121.19 | $2,496.94 | 68.9% |