| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 217 | $16,377.35 | $29,173.48 | $12,796.13 | 78.13% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 100 | $19,465 | $13,481.5 | -$5,983.5 | -30.74% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 12 | $921 | $1,629.12 | $708.12 | 76.89% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,517 | $606,265.82 | $488,370.62 | -$117,895.2 | -19.45% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,687 | $339,563.33 | $226,800.28 | -$112,763.05 | -33.21% |
Taylor Wagner Valued Wealth Advisors LLC | 124 | $15,801.57 | $16,862.76 | $1,061.19 | 6.72% |
Darin Sadow Freestone Grove Partners LP | 53,470 | $10.41M | $7.29M | -$3.12M | -30% |
Cody Gehman Stonebridge Financial Group, LLC | 43,904 | $4.47M | $5.9M | $1.43M | 32.02% |
Curtis Burkholder Bare Financial Services, Inc | 34 | $5,581.51 | $4,664.8 | -$916.71 | -16.42% |
Keisuke Ichihara Rakuten Securities, Inc. | 51 | $9,402.85 | $6,925.8 | -$2,477.05 | -26.34% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 417 | $68,988.55 | $56,061.48 | -$12,927.07 | -18.74% |
Matthew Stead Sachetta, LLC | 72 | $8,691.45 | $9,797.76 | $1,106.31 | 12.73% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 5 | $1,023.33 | $686 | -$337.33 | -32.96% |
David McNeely Darden Wealth Group Inc | 1,960 | $300,497.45 | $263,502.4 | -$36,995.05 | -12.31% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 12,334 | $1.73M | $1.69M | -$37,335.7 | -2.16% |
Dennis R. Plyler FCG Investment Co | 1,738 | $197,510.85 | $238,418.84 | $40,907.99 | 20.71% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 3,427 | $700,708.2 | $475,873.22 | -$224,834.98 | -32.09% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 5,497 | $581,322.33 | $739,016.68 | $157,694.35 | 27.13% |
Nitin Kumbhani Accent Capital Management, LLC | 75 | $14,599 | $10,083 | -$4,516 | -30.93% |
Ian Jameson American Capital Advisory, LLC | 10 | $1,794.8 | $1,360.3 | -$434.5 | -24.21% |