| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Phillip G. Trueblood Trueblood Wealth Management, LLC | 724 | $423,075.81 | $690,124.05 | $267,048.24 | 63.12% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 152 | $72,546.23 | $144,887.92 | $72,341.69 | 99.72% |
Jeffrey McGrath Cetera Trust Company, N.A | 15 | $6,911 | $14,298.15 | $7,387.15 | 106.89% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 117 | $104,528 | $111,525.57 | $6,997.57 | 6.69% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 13,357 | $7.41M | $12.73M | $5.32M | 71.85% |
Taylor Wagner Valued Wealth Advisors LLC | 8 | $5,629.02 | $7,625.68 | $1,996.66 | 35.47% |
Darin Sadow Freestone Grove Partners LP | 52,397 | $41.94M | $49.95M | $8.01M | 19.1% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,152 | $1.93M | $3.96M | $2.03M | 105.4% |
Dane Grouell Turning Point Benefit Group, Inc. | 256 | $201,949.61 | $244,021.77 | $42,072.16 | 20.83% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 243 | $213,890.19 | $231,630.03 | $17,739.84 | 8.29% |
Curtis Burkholder Bare Financial Services, Inc | 15 | $11,698.22 | $14,298.15 | $2,599.93 | 22.23% |
Kevin Stillman Evernest Financial Advisors, LLC | 670 | $456,760.51 | $638,650.71 | $181,890.2 | 39.82% |
Keisuke Ichihara Rakuten Securities, Inc. | 2 | $1,790 | $1,906.42 | $116.42 | 6.5% |
Joshua Stipcich Tidemark, LLC | 9 | $8,024.78 | $8,578.89 | $554.11 | 6.9% |
Rob Dainard Hara Capital LLC | 190 | $87,533 | $181,109.9 | $93,576.9 | 106.9% |
Dustin Schick Evergreen Private Wealth LLC | 4,443 | $2.48M | $4.24M | $1.75M | 70.46% |
RENEE BRUNNER Elite Life Management LLC | 335 | $294,451.22 | $319,325.36 | $24,874.14 | 8.45% |
Christy Clarin Portfolio Design Labs, LLC | 1,153 | $878,744.42 | $1.1M | $220,306.73 | 25.07% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,271 | $1.5M | $2.16M | $664,824.78 | 44.32% |
Craig Silberg EVERPAR ADVISORS LLC | 1,042 | $500,411.79 | $993,244.84 | $492,833.05 | 98.49% |