| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 108,996 | $4.43M | $8.18M | $3.74M | 84.42% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 26,889 | $2.24M | $2.02M | -$225,579.48 | -10.06% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,695 | $66,155.68 | $126,997.87 | $60,842.19 | 91.97% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 7,781 | $317,309.78 | $583,808.43 | $266,498.65 | 83.99% |
One Degree Advisors Inc. One Degree Advisors Inc | 2,308 | $203,473.28 | $173,169.24 | -$30,304.04 | -14.89% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 14,729 | $1.08M | $1.1M | $25,156.83 | 2.33% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 11,526 | $587,646.15 | $879,203.28 | $291,557.13 | 49.61% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 3,536 | $176,226.75 | $265,306.08 | $89,079.33 | 50.55% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,303 | $273,766.48 | $247,477.27 | -$26,289.21 | -9.6% |
Taylor Wagner Valued Wealth Advisors LLC | 831 | $37,408.96 | $62,262.67 | $24,853.71 | 66.44% |
Steven JE Manders BKM Wealth Management, LLC | 9,267 | $462,096.81 | $695,303.01 | $233,206.2 | 50.47% |
Brad Sayre Shared Vision Wealth Group LLC | 18,089 | $1.23M | $1.36M | $129,688.06 | 10.58% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 45,126 | $3.41M | $3.44M | $34,713.28 | 1.02% |
Mark Fonville Fonville Wealth Management LLC | 2,270 | $200,124 | $170,079.75 | -$30,044.25 | -15.01% |
Anthony Blagrove Traveka Wealth, LLC | 6,842 | $585,590.02 | $512,636.85 | -$72,953.17 | -12.46% |
Julie Beswick Advantage Trust Co | 3,427 | $140,288.19 | $258,738.5 | $118,450.31 | 84.43% |
Cody Gehman Stonebridge Financial Group, LLC | 165,248 | $8.19M | $12.38M | $4.19M | 51.2% |
Wayne Atkins VCI Wealth Management LLC | 318,108 | $16.43M | $23.83M | $7.4M | 45.03% |
Kent Keister Bear Mountain Capital, Inc. | 63 | $4,584.51 | $4,720.27 | $135.76 | 2.96% |
Curtis Burkholder Bare Financial Services, Inc | 124 | $7,311.12 | $9,295.05 | $1,983.93 | 27.14% |