| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CARL LYMANGOOD Petros Family Wealth, LLC | 1,795 | $408,042.78 | $423,530.25 | $15,487.47 | 3.8% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,456 | $265,484.1 | $339,903.2 | $74,419.1 | 28.03% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,724 | $928,629.76 | $867,114.78 | -$61,514.98 | -6.62% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,922 | $832,622.91 | $911,002.16 | $78,379.25 | 9.41% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 710 | $143,317.47 | $165,259.6 | $21,942.13 | 15.31% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,032 | $168,783.96 | $240,120.6 | $71,336.64 | 42.27% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 753 | $123,153.15 | $175,113.91 | $51,960.76 | 42.19% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,073 | $269,427.17 | $248,335.12 | -$21,092.05 | -7.83% |
PETER KRUSSEL Southland Equity Partners LLC | 2,106 | $316,083.82 | $489,550.23 | $173,466.41 | 54.88% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,773 | $282,555.34 | $410,502.69 | $127,947.35 | 45.28% |
Jon Deven Mouton CAP Partners, LLC | 1,733 | $304,096.43 | $402,489.25 | $98,392.82 | 32.36% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,193 | $1.16M | $981,665.16 | -$175,076.1 | -15.14% |
Taylor Wagner Valued Wealth Advisors LLC | 171 | $37,446.6 | $39,694.23 | $2,247.63 | 6% |
Steven JE Manders BKM Wealth Management, LLC | 8,673 | $1.6M | $2.03M | $425,472.28 | 26.58% |
Darin Sadow Freestone Grove Partners LP | 147,261 | $41.41M | $34.32M | -$7.09M | -17.12% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 15,834 | $3.3M | $3.69M | $385,135.09 | 11.67% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,576 | $519,711.01 | $598,842.72 | $79,131.71 | 15.23% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 2,002 | $331,953.92 | $463,523.06 | $131,569.14 | 39.63% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,044 | $187,767.99 | $243,554.76 | $55,786.77 | 29.71% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,269 | $638,164 | $525,500.4 | -$112,663.6 | -17.65% |