| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 50 | $15,083.16 | $26,517 | $11,433.84 | 75.81% |
Benj Foor Frazier Financial Advisors, LLC | 33 | $14,495.82 | $17,501.22 | $3,005.4 | 20.73% |
Angela Kelley HTLF Bank | 561 | $213,084.55 | $297,520.74 | $84,436.19 | 39.63% |
Amir Har-El Savvy Advisors, Inc. | 1,605 | $799,128.63 | $853,346.4 | $54,217.77 | 6.78% |
Ann Keitner Quantum Portfolio Management LLC | 1,241 | $608,511.58 | $658,151.94 | $49,640.36 | 8.16% |
Jeff Ramsey Quotient Wealth Partners, LLC | 468 | $248,349.6 | $248,199.12 | -$150.48 | -0.06% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 44 | $18,942.69 | $23,393.92 | $4,451.23 | 23.5% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,050 | $398,821.5 | $556,857 | $158,035.5 | 39.63% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 144 | $63,994 | $76,561.92 | $12,567.92 | 19.64% |
Taylor Wagner Valued Wealth Advisors LLC | 34 | $16,234.36 | $18,077.12 | $1,842.76 | 11.35% |
Darin Sadow Freestone Grove Partners LP | 23,571 | $10.52M | $12.53M | $2.01M | 19.16% |
Curtis Burkholder Bare Financial Services, Inc | 1 | $490.33 | $530.17 | $39.84 | 8.13% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $491.5 | $530.17 | $38.67 | 7.87% |
Joshua Stipcich Tidemark, LLC | 2 | $889 | $1,060.35 | $171.35 | 19.27% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 77 | $34,219 | $40,823.47 | $6,604.47 | 19.3% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,512 | $1.71M | $1.86M | $145,595.3 | 8.52% |
Craig Silberg EVERPAR ADVISORS LLC | 852 | $328,072.25 | $451,709.1 | $123,636.85 | 37.69% |
Matthew Stead Sachetta, LLC | 11 | $5,457.54 | $5,800.08 | $342.54 | 6.28% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 98 | $43,552 | $51,860.62 | $8,308.62 | 19.08% |
Neil Greenspan Fielder Capital Group LLC | 2,093 | $809,962.84 | $1.11M | $297,631.83 | 36.75% |