| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 2,533 | $334,453.92 | $310,799.1 | -$23,654.82 | -7.07% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,191 | $285,726.97 | $268,309.86 | -$17,417.11 | -6.1% |
United Advisor Group LLC United Advisor Group, LLC | 2,707 | $319,512.68 | $331,499.22 | $11,986.54 | 3.75% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,783 | $329,695.71 | $340,806.18 | $11,110.47 | 3.37% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2 | $289.51 | $245.4 | -$44.11 | -15.24% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 606 | $67,517 | $74,356.2 | $6,839.2 | 10.13% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,894 | $258,837.61 | $232,393.8 | -$26,443.81 | -10.22% |
Joel Arber L1 Capital International Pty Ltd | 263,472 | $29.36M | $32.33M | $2.97M | 10.12% |
Curtis Burkholder Bare Financial Services, Inc | 41 | $5,012.11 | $5,002.82 | -$9.29 | -0.19% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 166 | $23,570.5 | $20,255.32 | -$3,315.18 | -14.06% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,273 | $458,644.3 | $398,945.97 | -$59,698.33 | -13.02% |
Craig Silberg EVERPAR ADVISORS LLC | 2,971 | $410,088.91 | $362,521.42 | -$47,567.49 | -11.6% |
Carol Smith Access Investment Management LLC | 141,409 | $13.21M | $17.25M | $4.05M | 30.65% |
Matthew Stead Sachetta, LLC | 56 | $7,469.59 | $6,716.08 | -$753.51 | -10.09% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 166 | $18,496 | $20,214.65 | $1,718.65 | 9.29% |
Christian Scharosch 1248 Management, LLC | 44,345 | $4.94M | $5.41M | $470,056.9 | 9.51% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 6,785 | $907,324.54 | $826,616.55 | -$80,707.99 | -8.9% |
Kelly Richert Clayton Financial Group LLC | 681 | $90,860.55 | $82,928.77 | -$7,931.78 | -8.73% |
Christopher Griffith Stablepoint Partners, LLC | 13,024 | $1.3M | $1.59M | $287,841.33 | 22.17% |
Alan Gilmore Private Wealth Management Group, LLC | 34 | $3,789 | $4,144.26 | $355.26 | 9.38% |