| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Gissy Tactive Advisors, LLC | 12,564 | $657,878.99 | $881,992.8 | $224,113.81 | 34.07% |
David Vollmer PFS Partners, LLC | 559 | $23,497.73 | $38,923.17 | $15,425.44 | 65.65% |
Benj Foor Frazier Financial Advisors, LLC | 100 | $4,875.08 | $6,964 | $2,088.92 | 42.85% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 47,076 | $1.99M | $3.33M | $1.34M | 67.34% |
Amir Har-El Savvy Advisors, Inc. | 42,754 | $2.08M | $2.98M | $900,914.27 | 43.4% |
Ann Keitner Quantum Portfolio Management LLC | 4,877 | $286,670.14 | $339,878.13 | $53,207.99 | 18.56% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,062 | $70,031 | $73,384.2 | $3,353.2 | 4.79% |
Owen McCabe Tyche Wealth Partners LLC | 9,380 | $396,865.02 | $657,913.2 | $261,048.18 | 65.78% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,274 | $287,258.62 | $438,740.82 | $151,482.2 | 52.73% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,602 | $236,502.62 | $323,152.44 | $86,649.82 | 36.64% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 637 | $26,884.67 | $43,978.48 | $17,093.81 | 63.58% |
Jonathon Gold Gold Investment Management Ltd. | 18 | $846 | $1,273.32 | $427.32 | 50.51% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 10,584 | $460,341 | $746,066.16 | $285,725.16 | 62.07% |
| WG William Garver Leibman Financial Services, Inc. | 7,494 | $364,262.79 | $520,683.12 | $156,420.33 | 42.94% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 10,624 | $599,926.33 | $744,317.42 | $144,391.09 | 24.07% |
Taylor Wagner Valued Wealth Advisors LLC | 307 | $16,873.04 | $21,338.03 | $4,464.99 | 26.46% |
Darin Sadow Freestone Grove Partners LP | 2,077 | $130,623 | $143,531.08 | $12,908.08 | 9.88% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,701 | $232,736 | $259,884.22 | $27,148.22 | 11.66% |
Curtis Burkholder Bare Financial Services, Inc | 294 | $14,827.4 | $20,597.64 | $5,770.24 | 38.92% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,358 | $189,676.43 | $233,397.79 | $43,721.36 | 23.05% |