| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,357 | $258,571.95 | $796,546.78 | $537,974.83 | 208.06% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 124 | $13,374.64 | $22,669.68 | $9,295.04 | 69.5% |
Jeffrey McGrath Cetera Trust Company, N.A | 210 | $12,207.09 | $38,392.2 | $26,185.11 | 214.51% |
Jonathon Gold Gold Investment Management Ltd. | 11,790 | $883,726.34 | $2.3M | $1.42M | 160.45% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 5,010 | $303,106.3 | $915,928.25 | $612,821.95 | 202.18% |
PETER KRUSSEL Southland Equity Partners LLC | 1,887 | $232,862.98 | $344,981.36 | $112,118.38 | 48.15% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 113,647 | $8.74M | $20.78M | $12.04M | 137.75% |
Taylor Wagner Valued Wealth Advisors LLC | 392 | $59,077.94 | $71,665.44 | $12,587.5 | 21.31% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 11,101 | $994,360.97 | $2.03M | $1.04M | 104.1% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,260 | $253,582.78 | $595,993.23 | $342,410.45 | 135.03% |
Dane Grouell Turning Point Benefit Group, Inc. | 2,562 | $293,363.46 | $468,384.87 | $175,021.41 | 59.66% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,780 | $219,708.89 | $325,419.62 | $105,710.73 | 48.11% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 740 | $223,266 | $135,286.81 | -$87,979.19 | -39.41% |
| MG Melissa Glennie Capital Management Associates, Inc | 9,300 | $1.75M | $1.7M | -$44,996.91 | -2.58% |
Anthony Blagrove Traveka Wealth, LLC | 2,239 | $251,199.27 | $409,334 | $158,134.73 | 62.95% |
Curtis Burkholder Bare Financial Services, Inc | 200 | $37,973.89 | $36,564 | -$1,409.89 | -3.71% |
Kevin Stillman Evernest Financial Advisors, LLC | 800 | $241,368 | $156,180 | -$85,188 | -35.29% |
Keisuke Ichihara Rakuten Securities, Inc. | 470 | $46,739.44 | $85,925.4 | $39,185.96 | 83.84% |
Sam Tedawes Quantessence Capital LLC | 2,100 | $309,206.1 | $383,922.02 | $74,715.92 | 24.16% |
Joshua Stipcich Tidemark, LLC | 210 | $13,151.07 | $38,392.2 | $25,241.13 | 191.93% |