| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,451 | $139,431.71 | $276,879.83 | $137,448.12 | 98.58% |
Jeffrey McGrath Cetera Trust Company, N.A | 72 | $6,773.85 | $13,739.04 | $6,965.19 | 102.82% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 577 | $52,741 | $110,103.15 | $57,362.15 | 108.76% |
Jonathon Gold Gold Investment Management Ltd. | 750 | $70,560 | $141,498.75 | $70,938.75 | 100.54% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,439 | $231,026.61 | $274,589.99 | $43,563.38 | 18.86% |
PETER KRUSSEL Southland Equity Partners LLC | 8,525 | $928,965.75 | $1.63M | $697,774.84 | 75.11% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 8,271 | $1.1M | $1.58M | $475,072.43 | 43.06% |
Jon Deven Mouton CAP Partners, LLC | 1,210 | $192,171.75 | $230,892.21 | $38,720.46 | 20.15% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 54,340 | $9.14M | $10.37M | $1.23M | 13.5% |
Steven JE Manders BKM Wealth Management, LLC | 2,093 | $254,616.96 | $399,386.28 | $144,769.32 | 56.86% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 14,181 | $2.57M | $2.71M | $140,533.56 | 5.48% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,139 | $458,624.82 | $598,984.01 | $140,359.19 | 30.6% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,146 | $207,323 | $218,679.73 | $11,356.73 | 5.48% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 10,102 | $966,436.01 | $1.93M | $961,227.73 | 99.46% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 4,831 | $874,052 | $921,851.47 | $47,799.47 | 5.47% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,555 | $422,739.9 | $678,365.14 | $255,625.24 | 60.47% |
Anthony Blagrove Traveka Wealth, LLC | 1,793 | $231,819.77 | $342,140.28 | $110,320.51 | 47.59% |
Julie Beswick Advantage Trust Co | 125 | $22,644.4 | $23,852.5 | $1,208.1 | 5.34% |
Cody Gehman Stonebridge Financial Group, LLC | 11,134 | $1.73M | $2.12M | $394,285.36 | 22.79% |
Curtis Burkholder Bare Financial Services, Inc | 8 | $1,307.2 | $1,526.56 | $219.36 | 16.78% |