| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 2,297 | $347,382.95 | $443,711.49 | $96,328.54 | 27.73% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 43 | $6,507 | $8,196.66 | $1,689.66 | 25.97% |
Owen McCabe Tyche Wealth Partners LLC | 1,874 | $276,679.8 | $358,186.99 | $81,507.19 | 29.46% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,706 | $307,228.38 | $326,681.94 | $19,453.56 | 6.33% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 51 | $9,696.07 | $9,823.36 | $127.29 | 1.31% |
Jonathon Gold Gold Investment Management Ltd. | 1,147 | $219,868.43 | $222,093.61 | $2,225.18 | 1.01% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,059 | $580,313.02 | $588,796.32 | $8,483.3 | 1.46% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,138 | $480,069.97 | $608,018.85 | $127,948.88 | 26.65% |
Julie Beswick Advantage Trust Co | 400 | $76,102.76 | $77,616 | $1,513.24 | 1.99% |
Curtis Burkholder Bare Financial Services, Inc | 94 | $13,717.76 | $18,213.44 | $4,495.68 | 32.77% |
Joshua Stipcich Tidemark, LLC | 2 | $314 | $385.46 | $71.46 | 22.76% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,793 | $263,836.36 | $343,341.57 | $79,505.21 | 30.13% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,602 | $298,122.99 | $310,387.5 | $12,264.51 | 4.11% |
Rob Dainard Hara Capital LLC | 11,620 | $1.8M | $2.22M | $424,968.39 | 23.64% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 7 | $948.11 | $1,349.11 | $401 | 42.29% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,823 | $807,199.02 | $934,504.43 | $127,305.41 | 15.77% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 49 | $7,712.6 | $9,494.24 | $1,781.64 | 23.1% |
Chandler te Velde Maia Wealth LLC | 1,684 | $246,262.94 | $321,795.56 | $75,532.62 | 30.67% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 3,227 | $614,822.13 | $615,130.74 | $308.61 | 0.05% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,960 | $294,313.88 | $374,614.8 | $80,300.92 | 27.28% |