| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PETER KRUSSEL Southland Equity Partners LLC | 4,811 | $308,627.62 | $372,660.06 | $64,032.44 | 20.75% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 137,882 | $7.87M | $10.68M | $2.8M | 35.6% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 102,692 | $7.13M | $7.95M | $818,976.01 | 11.48% |
Taylor Wagner Valued Wealth Advisors LLC | 400 | $25,250.1 | $30,984 | $5,733.9 | 22.71% |
Steven JE Manders BKM Wealth Management, LLC | 6,797 | $433,488.61 | $526,495.62 | $93,007.01 | 21.45% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 50,470 | $3.01M | $3.91M | $898,225.06 | 29.86% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 21,534 | $1.51M | $1.67M | $154,032.88 | 10.18% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 13,988 | $846,391.51 | $1.08M | $237,118.97 | 28.01% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,012 | $283,103.93 | $310,649.16 | $27,545.23 | 9.73% |
Anthony Blagrove Traveka Wealth, LLC | 25,394 | $1.59M | $1.97M | $374,022.91 | 23.49% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,285 | $195,434.04 | $254,291.85 | $58,874.23 | 30.12% |
Julie Beswick Advantage Trust Co | 712 | $44,322.17 | $55,115.92 | $10,797.31 | 24.36% |
Cody Gehman Stonebridge Financial Group, LLC | 63,716 | $4.04M | $4.93M | $895,330.65 | 22.18% |
Wayne Atkins VCI Wealth Management LLC | 21,687 | $1.46M | $1.68M | $223,611.47 | 15.36% |
Kent Keister Bear Mountain Capital, Inc. | 128 | $8,016.07 | $9,908.48 | $1,893.05 | 23.62% |
Curtis Burkholder Bare Financial Services, Inc | 803 | $52,413.41 | $62,152.2 | $9,742.81 | 18.59% |
Kevin Stillman Evernest Financial Advisors, LLC | 14,659 | $920,053.79 | $1.14M | $214,992.58 | 23.37% |
Joshua Stipcich Tidemark, LLC | 816 | $50,595.75 | $63,166.56 | $12,574.89 | 24.85% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,261 | $382,181.97 | $484,977.06 | $102,795.09 | 26.9% |
Andrea Butler Sequent Planning LLC | 3,166 | $221,335 | $245,048.4 | $23,713.4 | 10.71% |