| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ramsey Quotient Wealth Partners, LLC | 33,269 | $1.32M | $1.56M | $241,220.74 | 18.33% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 67,335 | $2.65M | $3.15M | $499,458.11 | 18.83% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,931 | $528,078.81 | $561,353.54 | $33,274.73 | 6.3% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 12,093 | $460,203.03 | $566,073.33 | $105,870.3 | 23.01% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 14,622 | $561,845.02 | $684,455.82 | $122,610.8 | 21.82% |
Jeffrey McGrath Cetera Trust Company, N.A | 198 | $7,464.58 | $9,302.04 | $1,837.46 | 24.62% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,029 | $76,691.98 | $94,977.49 | $18,285.51 | 23.84% |
PETER KRUSSEL Southland Equity Partners LLC | 40,123 | $1.63M | $1.88M | $243,434.49 | 14.89% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 26,316 | $900,553.11 | $1.23M | $331,298.85 | 36.79% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 23,537 | $1.11M | $1.1M | -$6,886.94 | -0.62% |
Taylor Wagner Valued Wealth Advisors LLC | 1,144 | $48,587.96 | $53,550.64 | $4,962.68 | 10.21% |
Darin Sadow Freestone Grove Partners LP | 601,908 | $29.01M | $29.18M | $173,162.13 | 0.6% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 7,433 | $296,448.89 | $349,573.99 | $53,125.1 | 17.92% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 53,896 | $2.38M | $2.52M | $141,759.54 | 5.95% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 21,581 | $884,722.46 | $1.05M | $161,524.42 | 18.26% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 6,296 | $245,292.17 | $294,715.76 | $49,423.59 | 20.15% |
| MG Melissa Glennie Capital Management Associates, Inc | 6,401 | $286,828.64 | $299,630.81 | $12,802.17 | 4.46% |
Anthony Blagrove Traveka Wealth, LLC | 4,818 | $212,069.42 | $225,530.58 | $13,461.16 | 6.35% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 5,590 | $233,393.8 | $261,667.9 | $28,274.1 | 12.11% |
Julie Beswick Advantage Trust Co | 550 | $23,333.54 | $25,745.5 | $2,411.96 | 10.34% |