| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 208 | $36,656.5 | $36,221.12 | -$435.38 | -1.19% |
Benj Foor Frazier Financial Advisors, LLC | 33 | $4,899.83 | $5,754.04 | $854.21 | 17.43% |
Amir Har-El Savvy Advisors, Inc. | 4,417 | $752,278.61 | $757,206.31 | $4,927.7 | 0.66% |
David W. Lewis Lewis Asset Management, LLC | 1,972 | $281,131.41 | $348,156.6 | $67,025.19 | 23.84% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 157 | $28,194.1 | $27,415.34 | -$778.76 | -2.76% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,230 | $221,545.13 | $216,006.45 | -$5,538.68 | -2.5% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,878 | $263,750.83 | $331,560.9 | $67,810.07 | 25.71% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 221 | $31,172.49 | $37,945.7 | $6,773.21 | 21.73% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,840 | $247,627.6 | $323,177.6 | $75,550 | 30.51% |
Jonathon Gold Gold Investment Management Ltd. | 15,483 | $2.11M | $2.72M | $610,747.09 | 28.89% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 35,265 | $4.7M | $6.23M | $1.53M | 32.59% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,559 | $280,855.71 | $271,998.73 | -$8,856.98 | -3.15% |
Taylor Wagner Valued Wealth Advisors LLC | 26 | $4,667.77 | $4,575.74 | -$92.03 | -1.97% |
Darin Sadow Freestone Grove Partners LP | 102,897 | $18.48M | $17.73M | -$748,575.42 | -4.05% |
Dane Grouell Turning Point Benefit Group, Inc. | 3,871 | $631,878.17 | $674,057.23 | $42,179.06 | 6.68% |
Curtis Burkholder Bare Financial Services, Inc | 52 | $9,038.2 | $9,072.44 | $34.24 | 0.38% |
Joshua Stipcich Tidemark, LLC | 4 | $721 | $684.16 | -$36.84 | -5.11% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,068 | $845,921.52 | $872,152.1 | $26,230.58 | 3.1% |
Matthew Stead Sachetta, LLC | 146 | $22,457.27 | $25,084.26 | $2,626.99 | 11.7% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 19,051 | $2.88M | $3.32M | $442,045.5 | 15.34% |