| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gabriel M. Gallante Rockline Wealth Management, LLC | 7,234 | $7.67M | $5.95M | -$1.71M | -22.36% |
Raymond Debbane Siren, L.L.C. | 6,000 | $2.03M | $4.94M | $2.91M | 143.62% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 416 | $480,497 | $365,064.96 | -$115,432.04 | -24.02% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 581 | $165,739.89 | $478,180.45 | $312,440.56 | 188.51% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 690 | $68,527.84 | $567,890.72 | $499,362.88 | 728.7% |
Jeffrey McGrath Cetera Trust Company, N.A | 87 | $7,425 | $71,603.61 | $64,178.61 | 864.36% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,131 | $330,175 | $930,846.96 | $600,671.96 | 181.93% |
PETER KRUSSEL Southland Equity Partners LLC | 218 | $251,635 | $179,420.55 | -$72,214.45 | -28.7% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 718 | $242,728.7 | $590,935.56 | $348,206.86 | 143.46% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,278 | $2.26M | $6.81M | $4.55M | 201.18% |
Taylor Wagner Valued Wealth Advisors LLC | 375 | $210,557.68 | $308,636.26 | $98,078.58 | 46.58% |
Darin Sadow Freestone Grove Partners LP | 1,176 | $335,642.17 | $967,883.31 | $632,241.14 | 188.37% |
| CPC Charles P. Cocke Jr LB Partners LLC | 6,000 | $3.66M | $4.94M | $1.28M | 34.93% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 509 | $171,960.63 | $418,922.28 | $246,961.65 | 143.62% |
Mark Heider Peirce Capital Management, LLC | 174 | $200,846 | $143,207.23 | -$57,638.77 | -28.7% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,046 | $258,646.04 | $1.68M | $1.43M | 551.05% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 10,383 | $3.91M | $8.55M | $4.63M | 118.4% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 469 | $541,362 | $386,001.08 | -$155,360.92 | -28.7% |
Mark Fonville Fonville Wealth Management LLC | 502 | $579,470 | $413,161.07 | -$166,308.93 | -28.7% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,484 | $552,624.96 | $2.87M | $2.31M | 418.88% |