| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Phillip G. Trueblood Trueblood Wealth Management, LLC | 439 | $231,823 | $242,082.16 | $10,259.16 | 4.43% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 160 | $74,923.25 | $89,574.4 | $14,651.15 | 19.55% |
Jeffrey McGrath Cetera Trust Company, N.A | 18 | $8,427 | $9,898.38 | $1,471.38 | 17.46% |
Jonathon Gold Gold Investment Management Ltd. | 2,296 | $1.09M | $1.29M | $197,047.41 | 18.05% |
PETER KRUSSEL Southland Equity Partners LLC | 449 | $269,998.82 | $246,512.22 | -$23,486.6 | -8.7% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,623 | $874,477.57 | $914,844.52 | $40,366.95 | 4.62% |
Taylor Wagner Valued Wealth Advisors LLC | 4 | $2,314.43 | $2,245.04 | -$69.39 | -3% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 4,473 | $2.86M | $2.5M | -$354,505.73 | -12.4% |
Curtis Burkholder Bare Financial Services, Inc | 27 | $14,349.51 | $15,228.4 | $878.89 | 6.12% |
Kevin Stillman Evernest Financial Advisors, LLC | 666 | $275,814.55 | $363,725.91 | $87,911.36 | 31.87% |
Keisuke Ichihara Rakuten Securities, Inc. | 70 | $39,352.14 | $39,288.2 | -$63.94 | -0.16% |
Joshua Stipcich Tidemark, LLC | 560 | $290,678.21 | $315,543.2 | $24,864.99 | 8.55% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,001 | $468,749.32 | $562,021.46 | $93,272.14 | 19.9% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 318 | $172,754.06 | $178,232.64 | $5,478.58 | 3.17% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 722 | $367,721.64 | $398,139.68 | $30,418.04 | 8.27% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,612 | $1.39M | $1.47M | $86,094.25 | 6.2% |
Craig Silberg EVERPAR ADVISORS LLC | 454 | $243,606.69 | $249,300.48 | $5,693.79 | 2.34% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 939 | $443,082.22 | $527,210.94 | $84,128.72 | 18.99% |
Carol Smith Access Investment Management LLC | 22 | $11,000 | $12,131.68 | $1,131.68 | 10.29% |
Matthew Stead Sachetta, LLC | 493 | $243,653.94 | $277,598.45 | $33,944.51 | 13.93% |