| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 141 | $8,134.02 | $9,184.74 | $1,050.72 | 12.92% |
Benj Foor Frazier Financial Advisors, LLC | 6 | $368 | $390.84 | $22.84 | 6.21% |
Lydia Gallas Harbour Trust & Investment Management Co | 10,065 | $554,355.61 | $655,634.1 | $101,278.49 | 18.27% |
Amir Har-El Savvy Advisors, Inc. | 9,702 | $570,468.18 | $631,698.19 | $61,230.01 | 10.73% |
Owen McCabe Tyche Wealth Partners LLC | 4,488 | $257,470.32 | $292,348.32 | $34,878 | 13.55% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,803 | $232,668 | $247,727.42 | $15,059.42 | 6.47% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 7,773 | $446,696.17 | $506,333.22 | $59,637.05 | 13.35% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 678 | $38,536.67 | $44,144.65 | $5,607.98 | 14.55% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,035 | $227,500.84 | $262,839.9 | $35,339.06 | 15.53% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 143 | $7,897 | $9,315.02 | $1,418.02 | 17.96% |
Jonathon Gold Gold Investment Management Ltd. | 56,215 | $3.23M | $3.66M | $430,911.9 | 13.34% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,869 | $114,351 | $121,690.78 | $7,339.78 | 6.42% |
PETER KRUSSEL Southland Equity Partners LLC | 51,095 | $2.93M | $3.34M | $414,877.65 | 14.16% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 32,984 | $1.79M | $2.09M | $295,360.03 | 16.49% |
Jon Deven Mouton CAP Partners, LLC | 8,603 | $491,250.04 | $560,399.42 | $69,149.38 | 14.08% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,777 | $290,739.02 | $311,030.95 | $20,291.93 | 6.98% |
Taylor Wagner Valued Wealth Advisors LLC | 25 | $1,585.71 | $1,627.75 | $42.04 | 2.65% |
Dane Grouell Turning Point Benefit Group, Inc. | 19,410 | $1.07M | $1.26M | $192,783.3 | 18% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 13,302 | $737,579.98 | $866,094.55 | $128,514.57 | 17.42% |
| MG Melissa Glennie Capital Management Associates, Inc | 3,705 | $226,683 | $241,232.92 | $14,549.92 | 6.42% |