| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ann Keitner Quantum Portfolio Management LLC | 5,014 | $294,723 | $291,124.37 | -$3,598.63 | -1.22% |
Owen McCabe Tyche Wealth Partners LLC | 9,129 | $381,079.26 | $530,050.74 | $148,971.48 | 39.09% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,484 | $338,768.31 | $434,538.25 | $95,769.94 | 28.27% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,380 | $222,541.75 | $254,312.87 | $31,771.12 | 14.28% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 675 | $28,502.36 | $39,116.25 | $10,613.89 | 37.24% |
Jonathon Gold Gold Investment Management Ltd. | 18 | $846 | $1,045.12 | $199.12 | 23.54% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,134 | $66,673 | $65,715.3 | -$957.7 | -1.44% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 10,313 | $441,371.03 | $603,929.28 | $162,558.25 | 36.83% |
| WG William Garver Leibman Financial Services, Inc. | 8,256 | $393,112.22 | $485,205.12 | $92,092.9 | 23.43% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,256 | $434,748.08 | $478,435.2 | $43,687.12 | 10.05% |
Taylor Wagner Valued Wealth Advisors LLC | 232 | $12,154.63 | $13,444.4 | $1,289.77 | 10.61% |
Curtis Burkholder Bare Financial Services, Inc | 225 | $10,487.91 | $13,025.23 | $2,537.32 | 24.19% |
Keisuke Ichihara Rakuten Securities, Inc. | 4,208 | $223,013.44 | $243,600.7 | $20,587.26 | 9.23% |
Joshua Stipcich Tidemark, LLC | 15 | $882 | $868.35 | -$13.65 | -1.55% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 5,039 | $255,931 | $291,707.21 | $35,776.21 | 13.98% |
Rob Dainard Hara Capital LLC | 11,305 | $481,254 | $654,445.32 | $173,191.32 | 35.99% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 15,059 | $698,857.85 | $867,548.99 | $168,691.14 | 24.14% |
Craig Silberg EVERPAR ADVISORS LLC | 6,011 | $252,231.91 | $347,976.19 | $95,744.28 | 37.96% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 4,746 | $241,026 | $274,745.47 | $33,719.47 | 13.99% |
Matthew Stead Sachetta, LLC | 427 | $20,638.22 | $26,452.65 | $5,814.43 | 28.17% |