| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,962 | $616,536.12 | $1M | $385,295.2 | 62.49% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,611 | $414,135.42 | $660,217.46 | $246,082.04 | 59.42% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,545 | $322,487.88 | $390,668.7 | $68,180.82 | 21.14% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 9,188 | $1.58M | $2.32M | $747,290.42 | 47.42% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 879 | $140,957.91 | $222,263.94 | $81,306.03 | 57.68% |
Jeffrey McGrath Cetera Trust Company, N.A | 59 | $9,136 | $14,918.74 | $5,782.74 | 63.3% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,490 | $225,586 | $376,761.4 | $151,175.4 | 67.01% |
Jonathon Gold Gold Investment Management Ltd. | 586 | $90,742.42 | $148,175.96 | $57,433.54 | 63.29% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 348 | $72,392 | $87,995.28 | $15,603.28 | 21.55% |
PETER KRUSSEL Southland Equity Partners LLC | 1,182 | $240,195.8 | $298,880.52 | $58,684.72 | 24.43% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,631 | $332,705.12 | $412,414.66 | $79,709.54 | 23.96% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,740 | $354,221.14 | $439,976.4 | $85,755.26 | 24.21% |
Taylor Wagner Valued Wealth Advisors LLC | 72 | $12,602.44 | $18,205.92 | $5,603.48 | 44.46% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 12,959 | $2.7M | $3.28M | $571,880.42 | 21.14% |
Darin Sadow Freestone Grove Partners LP | 180,790 | $37.74M | $45.71M | $7.98M | 21.14% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 13,298 | $2.07M | $3.36M | $1.29M | 62.15% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 9,286 | $1.61M | $2.35M | $735,119.52 | 45.58% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,395 | $283,113.68 | $352,739.7 | $69,626.02 | 24.59% |
Cody Gehman Stonebridge Financial Group, LLC | 4,138 | $803,024.12 | $1.05M | $243,310.56 | 30.3% |
Curtis Burkholder Bare Financial Services, Inc | 1,824 | $342,591.74 | $461,216.64 | $118,624.9 | 34.63% |