| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 3,331 | $1.01M | $993,104.34 | -$12,397.83 | -1.23% |
David Vollmer PFS Partners, LLC | 218 | $50,479.56 | $65,456.68 | $14,977.12 | 29.67% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,199 | $678,313.29 | $660,645.57 | -$17,667.72 | -2.6% |
Amir Har-El Savvy Advisors, Inc. | 4,550 | $1.31M | $1.36M | $50,439.96 | 3.86% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 646 | $178,089.64 | $194,788.38 | $16,698.74 | 9.38% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 916 | $252,014.86 | $275,377.08 | $23,362.22 | 9.27% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 205 | $60,015.3 | $61,061.3 | $1,046 | 1.74% |
Jeffrey McGrath Cetera Trust Company, N.A | 401 | $120,079.23 | $120,528.57 | $449.34 | 0.37% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 33,746 | $10.05M | $10.08M | $32,197.44 | 0.32% |
Taylor Wagner Valued Wealth Advisors LLC | 12 | $3,858.23 | $3,630.24 | -$227.99 | -5.91% |
Curtis Burkholder Bare Financial Services, Inc | 17 | $4,895.81 | $5,079.77 | $183.96 | 3.76% |
Keisuke Ichihara Rakuten Securities, Inc. | 10 | $2,994.62 | $3,025.2 | $30.58 | 1.02% |
Joshua Stipcich Tidemark, LLC | 90 | $27,764.17 | $26,926.65 | -$837.52 | -3.02% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,677 | $500,127.42 | $507,074.49 | $6,947.07 | 1.39% |
Wynn Capital LLC Wynn Capital, LLC | 3,841 | $1.15M | $1.15M | -$1,378.66 | -0.12% |
David Ragan Grunden Financial Advisory, Inc. | 856 | $256,893.67 | $258,203.84 | $1,310.17 | 0.51% |
Rob Dainard Hara Capital LLC | 32 | $11,086 | $9,624.48 | -$1,461.52 | -13.18% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 75 | $20,186.13 | $22,436.25 | $2,250.12 | 11.15% |
Christy Clarin Portfolio Design Labs, LLC | 1,541 | $411,089.04 | $465,042.98 | $53,953.94 | 13.12% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,483 | $1.67M | $1.59M | -$83,196.2 | -4.98% |