| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Douberly Burford Brothers, Inc. | 13,352 | $472,679.44 | $559,448.8 | $86,769.36 | 18.36% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 11,753 | $357,866.49 | $492,450.7 | $134,584.21 | 37.61% |
James Rankin Modern Wealth Management, LLC | 29,982 | $982,510.88 | $1.26M | $273,734.92 | 27.86% |
David Vollmer PFS Partners, LLC | 500 | $13,344.01 | $20,950 | $7,605.99 | 57% |
Benj Foor Frazier Financial Advisors, LLC | 181 | $6,049.56 | $7,583.9 | $1,534.34 | 25.36% |
Amir Har-El Savvy Advisors, Inc. | 10,011 | $345,855.77 | $419,460.9 | $73,605.13 | 21.28% |
Joseph Morrison Sentry LLC | 10,844 | $411,421.53 | $454,363.6 | $42,942.07 | 10.44% |
Jeff Ramsey Quotient Wealth Partners, LLC | 67,754 | $2.33M | $2.84M | $504,322.79 | 21.6% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,617 | $227,666.5 | $319,152.3 | $91,485.8 | 40.18% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,861 | $101,217.37 | $119,875.9 | $18,658.53 | 18.43% |
Jonathon Gold Gold Investment Management Ltd. | 242 | $8,517.25 | $10,139.8 | $1,622.55 | 19.05% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,822 | $85,634 | $76,341.8 | -$9,292.2 | -10.85% |
Taylor Wagner Valued Wealth Advisors LLC | 257 | $9,100.02 | $10,768.3 | $1,668.28 | 18.33% |
Darin Sadow Freestone Grove Partners LP | 2.64M | $93.42M | $110.73M | $17.3M | 18.52% |
Anthony Blagrove Traveka Wealth, LLC | 4,976 | $233,872 | $208,494.4 | -$25,377.6 | -10.85% |
Curtis Burkholder Bare Financial Services, Inc | 198 | $6,676.71 | $8,296.2 | $1,619.49 | 24.26% |
Keisuke Ichihara Rakuten Securities, Inc. | 191 | $8,785.18 | $8,002.9 | -$782.28 | -8.9% |
Joshua Stipcich Tidemark, LLC | 367 | $12,937.47 | $15,377.3 | $2,439.83 | 18.86% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 56,687 | $2.01M | $2.38M | $366,062.27 | 18.22% |
Rob Dainard Hara Capital LLC | 510 | $16,009 | $21,369 | $5,360 | 33.48% |