| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 14,053 | $636,390.39 | $634,211.89 | -$2,178.5 | -0.34% |
Amir Har-El Savvy Advisors, Inc. | 16,805 | $625,420.06 | $758,409.65 | $132,989.59 | 21.26% |
Ann Keitner Quantum Portfolio Management LLC | 7,176 | $275,168 | $329,019.6 | $53,851.6 | 19.57% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 606 | $25,052 | $27,348.78 | $2,296.78 | 9.17% |
Owen McCabe Tyche Wealth Partners LLC | 8,337 | $344,481 | $359,408.07 | $14,927.07 | 4.33% |
United Advisor Group LLC United Advisor Group, LLC | 5,933 | $225,035.65 | $267,756.29 | $42,720.64 | 18.98% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 9,430 | $414,575.49 | $425,575.9 | $11,000.41 | 2.65% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,065 | $124,833.75 | $138,323.45 | $13,489.7 | 10.81% |
Jeffrey McGrath Cetera Trust Company, N.A | 162 | $6,694 | $7,267.32 | $573.32 | 8.56% |
Taylor Wagner Valued Wealth Advisors LLC | 297 | $14,310.64 | $13,403.61 | -$907.03 | -6.34% |
| CPC Charles P. Cocke Jr LB Partners LLC | 10,000 | $503,200 | $451,300 | -$51,900 | -10.31% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,042 | $294,528.62 | $277,025.7 | -$17,502.92 | -5.94% |
Curtis Burkholder Bare Financial Services, Inc | 105 | $4,338 | $4,738.65 | $400.65 | 9.24% |
Keisuke Ichihara Rakuten Securities, Inc. | 91 | $3,403.38 | $4,082.26 | $678.88 | 19.95% |
Joshua Stipcich Tidemark, LLC | 122 | $5,113.44 | $5,242.34 | $128.9 | 2.52% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 11,284 | $477,979.58 | $509,246.92 | $31,267.34 | 6.54% |
Rob Dainard Hara Capital LLC | 2,651 | $114,855.12 | $120,249.36 | $5,394.24 | 4.7% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 334 | $10,652.96 | $15,073.42 | $4,420.46 | 41.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,083 | $266,713.55 | $317,743.38 | $51,029.83 | 19.13% |
Craig Silberg EVERPAR ADVISORS LLC | 9,388 | $427,415.35 | $423,680.44 | -$3,734.91 | -0.87% |