| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 3,727 | $701,291.69 | $781,551.9 | $80,260.21 | 11.44% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,022 | $206,137 | $214,313.4 | $8,176.4 | 3.97% |
Benj Foor Frazier Financial Advisors, LLC | 45 | $7,186.71 | $9,436.5 | $2,249.79 | 31.3% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,933 | $389,886 | $405,350.1 | $15,464.1 | 3.97% |
Amir Har-El Savvy Advisors, Inc. | 1,560 | $273,196.11 | $327,132 | $53,935.89 | 19.74% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 146 | $23,468.01 | $30,616.2 | $7,148.19 | 30.46% |
Jeffrey McGrath Cetera Trust Company, N.A | 175 | $23,941.77 | $36,697.5 | $12,755.73 | 53.28% |
Taylor Wagner Valued Wealth Advisors LLC | 7 | $957.67 | $1,467.9 | $510.23 | 53.28% |
Darin Sadow Freestone Grove Partners LP | 1 | $203.75 | $209.7 | $5.95 | 2.92% |
Curtis Burkholder Bare Financial Services, Inc | 3 | $610.38 | $629.1 | $18.72 | 3.07% |
Joshua Stipcich Tidemark, LLC | 251 | $50,628.87 | $52,634.7 | $2,005.83 | 3.96% |
Christy Clarin Portfolio Design Labs, LLC | 2,376 | $418,162.62 | $498,247.2 | $80,084.58 | 19.15% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,668 | $482,205.88 | $559,479.6 | $77,273.72 | 16.03% |
Craig Silberg EVERPAR ADVISORS LLC | 1,860 | $381,374 | $390,042 | $8,668 | 2.27% |
Matthew Stead Sachetta, LLC | 103 | $17,296.17 | $21,599.1 | $4,302.93 | 24.88% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 112 | $22,846.45 | $23,486.4 | $639.95 | 2.8% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,213 | $244,662.15 | $254,366.1 | $9,703.95 | 3.97% |
Alan Gilmore Private Wealth Management Group, LLC | 315 | $43,665.5 | $66,055.5 | $22,390 | 51.28% |
David Novak Novak & Powell Financial Services, Inc. | 2,061 | $282,612.08 | $432,191.7 | $149,579.62 | 52.93% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 29,718 | $4.37M | $6.23M | $1.86M | 42.69% |