| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 539 | $32,000.87 | $44,235.73 | $12,234.86 | 38.23% |
Jonathon Gold Gold Investment Management Ltd. | 783 | $53,759.71 | $64,260.81 | $10,501.1 | 19.53% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,916 | $274,547.05 | $321,581.92 | $47,034.87 | 17.13% |
PETER KRUSSEL Southland Equity Partners LLC | 5,075 | $329,794.74 | $416,505.25 | $86,710.51 | 26.29% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 139,336 | $7.99M | $11.37M | $3.38M | 42.32% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 102,692 | $7.13M | $8.48M | $1.35M | 18.89% |
Taylor Wagner Valued Wealth Advisors LLC | 493 | $32,375.83 | $40,485.16 | $8,109.33 | 25.05% |
Steven JE Manders BKM Wealth Management, LLC | 6,797 | $433,488.61 | $557,829.79 | $124,341.18 | 28.68% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 49,589 | $2.96M | $4.1M | $1.14M | 38.61% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 23,482 | $1.66M | $1.93M | $267,385.08 | 16.1% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 13,988 | $846,391.51 | $1.15M | $301,603.65 | 35.63% |
| MG Melissa Glennie Capital Management Associates, Inc | 3,573 | $252,044.65 | $293,182.51 | $41,137.86 | 16.32% |
Anthony Blagrove Traveka Wealth, LLC | 25,260 | $1.58M | $2.07M | $490,713.41 | 30.99% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,227 | $192,016.1 | $264,517.19 | $72,501.09 | 37.76% |
Michel Del Buono a16z Perennial Management, L.P. | 6,787 | $451,481.7 | $553,361.76 | $101,880.06 | 22.57% |
Julie Beswick Advantage Trust Co | 1,159 | $80,649.89 | $95,101.74 | $14,451.85 | 17.92% |
Cody Gehman Stonebridge Financial Group, LLC | 67,922 | $4.37M | $5.6M | $1.23M | 28.22% |
Wayne Atkins VCI Wealth Management LLC | 28,246 | $1.95M | $2.32M | $363,626.02 | 18.61% |
Kent Keister Bear Mountain Capital, Inc. | 128 | $8,016.07 | $10,511.36 | $2,495.29 | 31.13% |
Curtis Burkholder Bare Financial Services, Inc | 803 | $52,413.41 | $65,942.36 | $13,528.95 | 25.81% |