| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 117 | $33,109 | $35,883.9 | $2,774.9 | 8.38% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 89 | $18,626.34 | $27,055.11 | $8,428.77 | 45.25% |
Jeffrey McGrath Cetera Trust Company, N.A | 41 | $8,421 | $12,425.87 | $4,004.87 | 47.56% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 211 | $66,224 | $64,141.89 | -$2,082.11 | -3.14% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,825 | $569,603.8 | $565,549.27 | -$4,054.53 | -0.71% |
Taylor Wagner Valued Wealth Advisors LLC | 11 | $2,952.75 | $3,333.77 | $381.02 | 12.9% |
Darin Sadow Freestone Grove Partners LP | 1,185 | $355,322.25 | $359,137.96 | $3,815.71 | 1.07% |
Joshua Stipcich Tidemark, LLC | 102 | $20,930.04 | $30,913.14 | $9,983.1 | 47.7% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,054 | $258,476.29 | $320,405.46 | $61,929.17 | 23.96% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1 | $313 | $303.07 | -$9.93 | -3.17% |
RENEE BRUNNER Elite Life Management LLC | 1,268 | $427,865.63 | $383,195.93 | -$44,669.7 | -10.44% |
Christy Clarin Portfolio Design Labs, LLC | 3,515 | $1M | $1.08M | $72,998.09 | 7.28% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,137 | $601,036.65 | $649,626.63 | $48,589.98 | 8.08% |
Craig Silberg EVERPAR ADVISORS LLC | 1,427 | $394,275.92 | $436,847.51 | $42,571.59 | 10.8% |
Ellwood Derricks Partnership Wealth Management, LLC | 3,600 | $739,368 | $1.09M | $348,569.96 | 47.14% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 23 | $7,226 | $6,981.07 | -$244.93 | -3.39% |
Neil Greenspan Fielder Capital Group LLC | 918 | $221,966.88 | $278,668.08 | $56,701.2 | 25.54% |
Chandler te Velde Maia Wealth LLC | 4,041 | $1.21M | $1.22M | $9,491.3 | 0.78% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 85 | $21,262.56 | $25,549.3 | $4,286.74 | 20.16% |
Amber Baker NDVR, Inc. | 1,008 | $213,412.05 | $304,622.63 | $91,210.58 | 42.74% |