| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Advisor Group LLC United Advisor Group, LLC | 1,210 | $252,996 | $254,608.2 | $1,612.2 | 0.64% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,348 | $593,499.55 | $1.13M | $531,826.61 | 89.61% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,990 | $606,592.91 | $1.05M | $443,402.89 | 73.1% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,303 | $126,498.43 | $274,177.26 | $147,678.83 | 116.74% |
Jeffrey McGrath Cetera Trust Company, N.A | 3,804 | $354,723 | $827,902.56 | $473,179.56 | 133.39% |
Jonathon Gold Gold Investment Management Ltd. | 1,856 | $173,084.08 | $405,109.12 | $232,025.04 | 134.05% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,532 | $285,292 | $333,424.48 | $48,132.48 | 16.87% |
PETER KRUSSEL Southland Equity Partners LLC | 1,988 | $288,180.91 | $418,314.96 | $130,134.05 | 45.16% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 10,505 | $1.36M | $2.21M | $847,163.46 | 62.14% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 3,246 | $576,210.87 | $706,459.44 | $130,248.57 | 22.6% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 15,505 | $2.48M | $3.26M | $780,396.84 | 31.44% |
Taylor Wagner Valued Wealth Advisors LLC | 135 | $19,615.85 | $28,406.7 | $8,790.85 | 44.82% |
Steven JE Manders BKM Wealth Management, LLC | 1,848 | $192,635.35 | $388,856.16 | $196,220.81 | 101.86% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,570 | $374,966.86 | $768,728.1 | $393,761.24 | 105.01% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,183 | $315,979.61 | $459,346.86 | $143,367.25 | 45.37% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,982 | $292,202.35 | $430,807.52 | $138,605.17 | 47.43% |
Anthony Blagrove Traveka Wealth, LLC | 994 | $207,722 | $209,157.48 | $1,435.48 | 0.69% |
Cody Gehman Stonebridge Financial Group, LLC | 993 | $207,577 | $208,947.06 | $1,370.06 | 0.66% |
Wayne Atkins VCI Wealth Management LLC | 22,306 | $4.11M | $4.87M | $755,482.16 | 18.37% |
Curtis Burkholder Bare Financial Services, Inc | 178 | $32,201.55 | $37,454.76 | $5,253.21 | 16.31% |