| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,396 | $185,626.15 | $300,447.12 | $114,820.97 | 61.86% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 967 | $83,822.8 | $208,117.74 | $124,294.94 | 148.28% |
Jeffrey McGrath Cetera Trust Company, N.A | 18,102 | $1.56M | $4.03M | $2.47M | 157.8% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 275 | $24,357.25 | $59,185.5 | $34,828.25 | 142.99% |
Jonathon Gold Gold Investment Management Ltd. | 3,379 | $300,897.18 | $751,185.49 | $450,288.31 | 149.65% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,720 | $318,794.87 | $383,147.18 | $64,352.31 | 20.19% |
PETER KRUSSEL Southland Equity Partners LLC | 1,526 | $261,409.7 | $328,425.72 | $67,016.02 | 25.64% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 25,104 | $2.04M | $5.4M | $3.36M | 165.06% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 2,149 | $260,372.85 | $478,711.22 | $218,338.37 | 83.86% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 32,482 | $4.47M | $6.99M | $2.52M | 56.32% |
Taylor Wagner Valued Wealth Advisors LLC | 676 | $64,308.63 | $145,488.72 | $81,180.09 | 126.24% |
Steven JE Manders BKM Wealth Management, LLC | 4,500 | $547,077.77 | $968,490 | $421,412.23 | 77.03% |
Darin Sadow Freestone Grove Partners LP | 830,532 | $155.42M | $185.18M | $29.77M | 19.15% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 30,453 | $2.61M | $6.83M | $4.22M | 161.95% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 7,423 | $654,583.24 | $1.6M | $942,994.82 | 144.06% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,876 | $545,600 | $618,972.72 | $73,372.72 | 13.45% |
Mark Fonville Fonville Wealth Management LLC | 8,563 | $940,169.25 | $1.84M | $902,759.61 | 96.02% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,083 | $408,106.81 | $687,416.51 | $279,309.7 | 68.44% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,220 | $161,601.8 | $262,568.4 | $100,966.6 | 62.48% |
Anthony Blagrove Traveka Wealth, LLC | 2,637 | $273,809.42 | $567,535.14 | $293,725.72 | 107.27% |