| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Morrison Sentry LLC | 3,539 | $290,304 | $478,366.63 | $188,062.63 | 64.78% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,412 | $132,704.08 | $585,031.2 | $452,327.12 | 340.85% |
Owen McCabe Tyche Wealth Partners LLC | 2,306 | $589,022 | $309,004 | -$280,018 | -47.54% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,430 | $369,144.93 | $325,547.1 | -$43,597.83 | -11.81% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 307 | $9,348.2 | $41,441.93 | $32,093.73 | 343.31% |
Jeffrey McGrath Cetera Trust Company, N.A | 321 | $9,774 | $43,014 | $33,240 | 340.09% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 870 | $118,338.01 | $117,202.05 | -$1,135.96 | -0.96% |
PETER KRUSSEL Southland Equity Partners LLC | 2,941 | $292,761.93 | $394,476.33 | $101,714.4 | 34.74% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 82,163 | $3.02M | $11.06M | $8.05M | 266.46% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,627 | $399,320.79 | $502,085.57 | $102,764.78 | 25.73% |
Taylor Wagner Valued Wealth Advisors LLC | 174 | $9,501.46 | $22,968 | $13,466.54 | 141.73% |
Darin Sadow Freestone Grove Partners LP | 23,852 | $6.09M | $3.22M | -$2.87M | -47.11% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 6,730 | $355,224.34 | $908,482.7 | $553,258.36 | 155.75% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,511 | $205,406.1 | $202,594.88 | -$2,811.22 | -1.37% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 2,087 | $533,082 | $283,331.12 | -$249,750.88 | -46.85% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 816 | $208,458 | $109,376.64 | -$99,081.36 | -47.53% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 942 | $240,616 | $126,444.66 | -$114,171.34 | -47.45% |
Julie Beswick Advantage Trust Co | 200 | $51,086 | $26,916 | -$24,170 | -47.31% |
Cody Gehman Stonebridge Financial Group, LLC | 45,453 | $2.4M | $6.09M | $3.69M | 153.6% |
Curtis Burkholder Bare Financial Services, Inc | 169 | $22,514.97 | $23,382.84 | $867.87 | 3.85% |