| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Menachem Striks Morton Capital Management LLC/CA | 1,638 | $221,245 | $265,077.54 | $43,832.54 | 19.81% |
Amir Har-El Savvy Advisors, Inc. | 8,671 | $1.21M | $1.4M | $198,006.21 | 16.43% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,714 | $428,094.29 | $601,036.62 | $172,942.33 | 40.4% |
Owen McCabe Tyche Wealth Partners LLC | 10,415 | $1.24M | $1.69M | $447,330.15 | 36.13% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,500 | $211,740 | $242,745 | $31,005 | 14.64% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,859 | $217,237.92 | $300,841.97 | $83,604.05 | 38.49% |
PETER KRUSSEL Southland Equity Partners LLC | 1,803 | $224,711.19 | $291,779.49 | $67,068.3 | 29.85% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,104 | $366,542.21 | $502,320.32 | $135,778.11 | 37.04% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,358 | $205,615 | $219,765.14 | $14,150.14 | 6.88% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 10,321 | $1.21M | $1.67M | $455,840.9 | 37.54% |
Mark Fonville Fonville Wealth Management LLC | 4,362 | $518,610.42 | $705,902.46 | $187,292.04 | 36.11% |
Julie Beswick Advantage Trust Co | 120 | $15,937 | $19,419.6 | $3,482.6 | 21.85% |
Keisuke Ichihara Rakuten Securities, Inc. | 24 | $3,399.65 | $3,883.92 | $484.27 | 14.24% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,420 | $640,277.1 | $877,118.6 | $236,841.5 | 36.99% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 2,972 | $353,021.62 | $480,958.76 | $127,937.14 | 36.24% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,247 | $176,080.14 | $201,802.01 | $25,721.87 | 14.61% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,693 | $199,179.8 | $273,978.19 | $74,798.39 | 37.55% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 272 | $38,681.11 | $44,017.76 | $5,336.65 | 13.8% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 155 | $23,469 | $25,083.65 | $1,614.65 | 6.88% |
Chandler te Velde Maia Wealth LLC | 1,595 | $214,226.78 | $258,118.85 | $43,892.07 | 20.49% |