| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CARL LYMANGOOD Petros Family Wealth, LLC | 3,993 | $754,530.01 | $1.1M | $346,499.77 | 45.92% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 15,535 | $2.72M | $4.28M | $1.56M | 57.45% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,405 | $292,706.23 | $401,942.38 | $109,236.15 | 37.32% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,927 | $574,347 | $531,350.96 | -$42,996.04 | -7.49% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 657 | $116,733.16 | $181,161.17 | $64,428.01 | 55.19% |
Jeffrey McGrath Cetera Trust Company, N.A | 450 | $76,707.35 | $124,083 | $47,375.65 | 61.76% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 270 | $44,700 | $74,449.8 | $29,749.8 | 66.55% |
Jonathon Gold Gold Investment Management Ltd. | 555 | $98,079.56 | $154,134.6 | $56,055.04 | 57.15% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,950 | $685,285.54 | $1.09M | $403,887.42 | 58.94% |
PETER KRUSSEL Southland Equity Partners LLC | 953 | $283,936 | $262,780.21 | -$21,155.79 | -7.45% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,217 | $492,258.08 | $611,315.56 | $119,057.48 | 24.19% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 38,659 | $7.22M | $10.66M | $3.44M | 47.68% |
Taylor Wagner Valued Wealth Advisors LLC | 457 | $79,159.06 | $126,013.18 | $46,854.12 | 59.19% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 47,392 | $8.76M | $13.07M | $4.3M | 49.13% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,525 | $278,361.01 | $420,503.48 | $142,142.47 | 51.06% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 760 | $226,533 | $209,562.39 | -$16,970.61 | -7.49% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,482 | $441,790 | $408,646.67 | -$33,143.33 | -7.5% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,115 | $216,527 | $307,450.09 | $90,923.09 | 41.99% |
Anthony Blagrove Traveka Wealth, LLC | 1,408 | $263,349.68 | $388,241.91 | $124,892.23 | 47.42% |
JP Tarbutton LHM, INC. | 30,299 | $5.56M | $8.35M | $2.8M | 50.28% |