| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 1,774 | $301,335.26 | $549,319.08 | $247,983.82 | 82.29% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,987 | $270,204.17 | $615,274.53 | $345,070.36 | 127.71% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,238 | $169,499.35 | $383,346.69 | $213,847.34 | 126.16% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 156 | $23,277.48 | $48,305.4 | $25,027.92 | 107.52% |
Jeffrey McGrath Cetera Trust Company, N.A | 60 | $7,800 | $18,579 | $10,779 | 138.19% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 464 | $114,666 | $143,677.6 | $29,011.6 | 25.3% |
PETER KRUSSEL Southland Equity Partners LLC | 1,350 | $232,569.87 | $418,027.49 | $185,457.62 | 79.74% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,731 | $427,740 | $536,004.13 | $108,264.13 | 25.31% |
Taylor Wagner Valued Wealth Advisors LLC | 117 | $22,917.69 | $36,229.05 | $13,311.36 | 58.08% |
Darin Sadow Freestone Grove Partners LP | 165,781 | $32.58M | $51.33M | $18.75M | 57.55% |
Dane Grouell Turning Point Benefit Group, Inc. | 5,801 | $777,172.45 | $1.8M | $1.02M | 131.13% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,000 | $269,363.19 | $619,299.98 | $349,936.79 | 129.91% |
Cody Gehman Stonebridge Financial Group, LLC | 788 | $205,227 | $244,004.19 | $38,777.19 | 18.89% |
Curtis Burkholder Bare Financial Services, Inc | 54 | $8,578.6 | $16,721.1 | $8,142.5 | 94.92% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 800 | $208,352 | $247,719.99 | $39,367.99 | 18.89% |
Kevin Stillman Evernest Financial Advisors, LLC | 5,000 | $612,950.24 | $1.55M | $935,299.71 | 152.59% |
Keisuke Ichihara Rakuten Securities, Inc. | 162 | $38,106.66 | $50,163.3 | $12,056.64 | 31.64% |
Sam Tedawes Quantessence Capital LLC | 2,458 | $607,323 | $761,119.68 | $153,796.68 | 25.32% |
Joshua Stipcich Tidemark, LLC | 78 | $10,140 | $24,152.7 | $14,012.7 | 138.19% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 1,733 | $229,063.98 | $536,623.43 | $307,559.45 | 134.27% |