| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Douberly Burford Brothers, Inc. | 12,710 | $780,415.59 | $1.08M | $299,298.91 | 38.35% |
James Rankin Modern Wealth Management, LLC | 2,943 | $245,173 | $242,915.22 | -$2,257.78 | -0.92% |
Benj Foor Frazier Financial Advisors, LLC | 500 | $31,450.85 | $41,630 | $10,179.15 | 32.37% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 7,353 | $451,727.44 | $624,637.35 | $172,909.91 | 38.28% |
Amir Har-El Savvy Advisors, Inc. | 4,034 | $336,046 | $333,853.84 | -$2,192.16 | -0.65% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 680 | $57,691 | $55,936.8 | -$1,754.2 | -3.04% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,158 | $263,074 | $262,935.08 | -$138.92 | -0.05% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,154 | $67,047.23 | $94,997.28 | $27,950.05 | 41.69% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 84,839 | $4.92M | $7.21M | $2.28M | 46.35% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,025 | $252,013 | $256,973.75 | $4,960.75 | 1.97% |
Anthony Blagrove Traveka Wealth, LLC | 5,125 | $255,381.79 | $435,368.75 | $179,986.96 | 70.48% |
Curtis Burkholder Bare Financial Services, Inc | 263 | $20,979.9 | $21,802.7 | $822.8 | 3.92% |
Keisuke Ichihara Rakuten Securities, Inc. | 817 | $56,806.82 | $67,353.48 | $10,546.66 | 18.57% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 17,047 | $977,454.75 | $1.4M | $427,047.58 | 43.69% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 208 | $15,131 | $17,243.2 | $2,112.2 | 13.96% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 8,308 | $479,288.52 | $691,724.08 | $212,435.56 | 44.32% |
Amy Taylor Pingora Partners LLC | 689 | $47,066 | $58,530.55 | $11,464.55 | 24.36% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 40 | $2,485 | $3,330.4 | $845.4 | 34.02% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 53,298 | $3.4M | $4.42M | $1.02M | 30.08% |
Angela Mari Abich Financial Wealth Management LLC | 43 | $2,397 | $3,580.18 | $1,183.18 | 49.36% |