| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 6 | $264 | $255.6 | -$8.4 | -3.18% |
Amir Har-El Savvy Advisors, Inc. | 19,145 | $754,642.96 | $816,438.52 | $61,795.56 | 8.19% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 915 | $37,134.2 | $39,107.1 | $1,972.9 | 5.31% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 533 | $19,226.31 | $22,727.12 | $3,500.81 | 18.21% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 330 | $11,485.98 | $14,058 | $2,572.02 | 22.39% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 73,848 | $2.95M | $3.13M | $181,075.26 | 6.15% |
Taylor Wagner Valued Wealth Advisors LLC | 134 | $6,500 | $5,703.71 | -$796.29 | -12.25% |
Curtis Burkholder Bare Financial Services, Inc | 1,558 | $67,830.18 | $66,183.84 | -$1,646.34 | -2.43% |
Keisuke Ichihara Rakuten Securities, Inc. | 43 | $1,874.35 | $1,828.57 | -$45.78 | -2.44% |
Joshua Stipcich Tidemark, LLC | 9 | $441 | $383.08 | -$57.92 | -13.13% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 5,865 | $269,073.23 | $249,086.55 | -$19,986.68 | -7.43% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 500 | $21,772.17 | $21,285 | -$487.17 | -2.24% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 5,915 | $275,757 | $252,156.45 | -$23,600.55 | -8.56% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 16,718 | $695,453.18 | $712,186.8 | $16,733.62 | 2.41% |
Matthew Stead Sachetta, LLC | 339 | $12,262.47 | $14,463.43 | $2,200.96 | 17.95% |
Ellwood Derricks Partnership Wealth Management, LLC | 13,467 | $468,786 | $574,906.23 | $106,120.23 | 22.64% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 815 | $38,970.93 | $34,621.2 | -$4,349.73 | -11.16% |
Michael Herman Apollon Financial, LLC | 6,006 | $294,417.4 | $254,294.04 | -$40,123.36 | -13.63% |
Alan Gilmore Private Wealth Management Group, LLC | 1,157 | $48,034.28 | $49,149.36 | $1,115.08 | 2.32% |
David P. Cushing nVerses Capital, LLC | 5,761 | $268,577 | $243,920.74 | -$24,656.26 | -9.18% |