| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,396 | $1.67M | $2.11M | $444,581.75 | 26.66% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 430 | $112,626.04 | $172,159.1 | $59,533.06 | 52.86% |
Jeffrey McGrath Cetera Trust Company, N.A | 9,645 | $2.52M | $3.78M | $1.26M | 49.94% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 275 | $74,014 | $107,643.25 | $33,629.25 | 45.44% |
Jonathon Gold Gold Investment Management Ltd. | 4,601 | $1.2M | $1.8M | $602,798.67 | 50.31% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,087 | $605,561.2 | $816,914.39 | $211,353.19 | 34.9% |
PETER KRUSSEL Southland Equity Partners LLC | 794 | $255,589.98 | $310,795.41 | $55,205.43 | 21.6% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 35,936 | $8.38M | $14.07M | $5.69M | 67.87% |
Jon Deven Mouton CAP Partners, LLC | 2,456 | $641,191.89 | $988,908.4 | $347,716.51 | 54.23% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 1,072 | $281,370.49 | $431,104.8 | $149,734.31 | 53.22% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 54,072 | $17.24M | $21.62M | $4.37M | 25.38% |
Taylor Wagner Valued Wealth Advisors LLC | 437 | $132,571.21 | $174,314.93 | $41,743.72 | 31.49% |
Steven JE Manders BKM Wealth Management, LLC | 611 | $209,627 | $246,003.87 | $36,376.87 | 17.35% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 3,124 | $858,943.8 | $1.25M | $391,031.08 | 45.52% |
Darin Sadow Freestone Grove Partners LP | 151,411 | $51.95M | $60.5M | $8.55M | 16.46% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 3,179 | $1M | $1.27M | $271,674.88 | 27.16% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 51,275 | $13.43M | $20.07M | $6.64M | 49.46% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 890 | $231,711.36 | $356,729.8 | $125,018.44 | 53.95% |
Dane Grouell Turning Point Benefit Group, Inc. | 1,365 | $447,195.87 | $549,808.35 | $102,612.48 | 22.95% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,704 | $487,378.16 | $666,996.7 | $179,618.54 | 36.85% |