| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 30 | $1,595 | $1,896.6 | $301.6 | 18.91% |
Benj Foor Frazier Financial Advisors, LLC | 270 | $9,347.69 | $17,055.9 | $7,708.21 | 82.46% |
Amir Har-El Savvy Advisors, Inc. | 12,581 | $712,371.62 | $799,648.36 | $87,276.74 | 12.25% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 328 | $22,983 | $20,742.72 | -$2,240.28 | -9.75% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 476 | $25,304.21 | $30,366.42 | $5,062.21 | 20.01% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,496 | $560,363.28 | $538,901.28 | -$21,462 | -3.83% |
Taylor Wagner Valued Wealth Advisors LLC | 40 | $2,419.15 | $2,534 | $114.85 | 4.75% |
Darin Sadow Freestone Grove Partners LP | 1.36M | $78.35M | $86.97M | $8.63M | 11.01% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 3,653 | $255,966 | $231,636.73 | -$24,329.27 | -9.5% |
Curtis Burkholder Bare Financial Services, Inc | 11 | $585 | $697.73 | $112.73 | 19.27% |
Keisuke Ichihara Rakuten Securities, Inc. | 133 | $9,265.09 | $8,425.55 | -$839.54 | -9.06% |
Christy Clarin Portfolio Design Labs, LLC | 8,779 | $480,713.44 | $559,134.51 | $78,421.07 | 16.31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9,572 | $459,575.69 | $607,151.96 | $147,576.27 | 32.11% |
Craig Silberg EVERPAR ADVISORS LLC | 3,007 | $210,700 | $189,410.93 | -$21,289.07 | -10.1% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 232 | $13,913.28 | $14,715.76 | $802.48 | 5.77% |
Neil Greenspan Fielder Capital Group LLC | 3,404 | $204,506.47 | $214,417.96 | $9,911.49 | 4.85% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,683 | $117,944 | $106,399.26 | -$11,544.74 | -9.79% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 14,863 | $539,303 | $948,556.66 | $409,253.66 | 75.89% |
Alan Gilmore Private Wealth Management Group, LLC | 323 | $17,338.76 | $20,487.89 | $3,149.13 | 18.16% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 142,354 | $5.23M | $9.03M | $3.8M | 72.7% |