| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,002 | $18,341.71 | $32,990.85 | $14,649.14 | 79.87% |
Jeffrey McGrath Cetera Trust Company, N.A | 384 | $6,774 | $12,806.4 | $6,032.4 | 89.05% |
PETER KRUSSEL Southland Equity Partners LLC | 7,665 | $217,159.9 | $255,627.75 | $38,467.85 | 17.71% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 120,428 | $3.47M | $3.95M | $479,523.74 | 13.81% |
Taylor Wagner Valued Wealth Advisors LLC | 75 | $2,519.12 | $2,459.25 | -$59.87 | -2.38% |
Darin Sadow Freestone Grove Partners LP | 1.34M | $42.97M | $44.19M | $1.22M | 2.85% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 63,237 | $1.46M | $2.08M | $623,156.15 | 42.72% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 20,809 | $375,497.17 | $695,644.87 | $320,147.7 | 85.26% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 104,108 | $2.44M | $3.48M | $1.04M | 42.47% |
Julie Beswick Advantage Trust Co | 500 | $8,820 | $16,715 | $7,895 | 89.51% |
Curtis Burkholder Bare Financial Services, Inc | 296 | $9,290.05 | $9,714.72 | $424.67 | 4.57% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,193 | $30,785.51 | $39,058.82 | $8,273.31 | 26.87% |
Joshua Stipcich Tidemark, LLC | 815 | $17,906.02 | $26,784.97 | $8,878.95 | 49.59% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 32,127 | $591,445.5 | $1.07M | $479,989.95 | 81.16% |
Rob Dainard Hara Capital LLC | 6,279 | $112,095.28 | $209,404.65 | $97,309.37 | 86.81% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 768 | $24,487.14 | $25,240.32 | $753.18 | 3.08% |
Dustin Schick Evergreen Private Wealth LLC | 67,554 | $1.2M | $2.22M | $1.03M | 85.8% |
Christy Clarin Portfolio Design Labs, LLC | 6,533 | $218,966.36 | $218,398.19 | -$568.17 | -0.26% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 25,659 | $683,626.82 | $842,128.38 | $158,501.56 | 23.19% |
Craig Silberg EVERPAR ADVISORS LLC | 8,507 | $238,423.18 | $283,708.45 | $45,285.27 | 18.99% |