| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 23,854 | $426,195.59 | $523,595.3 | $97,399.71 | 22.85% |
Jeffrey McGrath Cetera Trust Company, N.A | 410 | $6,880 | $8,942.1 | $2,062.1 | 29.97% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 416 | $7,453.17 | $9,149.92 | $1,696.75 | 22.77% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 13,670 | $378,523.86 | $300,056.5 | -$78,467.36 | -20.73% |
PETER KRUSSEL Southland Equity Partners LLC | 27,115 | $518,294.31 | $596,394.42 | $78,100.11 | 15.07% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 45,349 | $999,847.65 | $989,061.69 | -$10,785.96 | -1.08% |
Taylor Wagner Valued Wealth Advisors LLC | 3,526 | $83,002.39 | $77,554.37 | -$5,448.02 | -6.56% |
Darin Sadow Freestone Grove Partners LP | 804,849 | $23.22M | $17.55M | -$5.66M | -24.39% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 11,935 | $291,388.94 | $260,302.35 | -$31,086.59 | -10.67% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 8,006 | $232,096 | $176,091.97 | -$56,004.03 | -24.13% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 12,575 | $364,549 | $274,260.75 | -$90,288.25 | -24.77% |
Mark Fonville Fonville Wealth Management LLC | 7,179 | $208,133 | $157,902.1 | -$50,230.9 | -24.13% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 12,265 | $310,376.8 | $269,768.67 | -$40,608.13 | -13.08% |
| MG Melissa Glennie Capital Management Associates, Inc | 9,591 | $271,454.69 | $210,954.04 | -$60,500.65 | -22.29% |
Anthony Blagrove Traveka Wealth, LLC | 10,529 | $237,998.04 | $229,637.49 | -$8,360.55 | -3.51% |
Michel Del Buono a16z Perennial Management, L.P. | 6,939 | $201,162 | $151,860.01 | -$49,301.99 | -24.51% |
Julie Beswick Advantage Trust Co | 1,523 | $31,938 | $33,498.38 | $1,560.38 | 4.89% |
Cody Gehman Stonebridge Financial Group, LLC | 11,062 | $256,298.35 | $241,262.22 | -$15,036.13 | -5.87% |
Wayne Atkins VCI Wealth Management LLC | 50,463 | $1.36M | $1.11M | -$248,791.99 | -18.31% |
Kent Keister Bear Mountain Capital, Inc. | 55 | $1,488 | $1,199.27 | -$288.73 | -19.4% |