| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 1,479 | $343,143 | $366,141.24 | $22,998.24 | 6.7% |
James Rankin Modern Wealth Management, LLC | 3,029 | $628,145.51 | $751,040.55 | $122,895.04 | 19.56% |
Menachem Striks Morton Capital Management LLC/CA | 1,450 | $215,861.5 | $358,962 | $143,100.5 | 66.29% |
Benj Foor Frazier Financial Advisors, LLC | 54 | $12,529 | $13,389.3 | $860.3 | 6.87% |
Amir Har-El Savvy Advisors, Inc. | 2,674 | $591,639.99 | $662,376.54 | $70,736.55 | 11.96% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,201 | $278,644 | $297,787.95 | $19,143.95 | 6.87% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,012 | $234,853 | $250,925.4 | $16,072.4 | 6.84% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 86 | $15,428.27 | $21,303.06 | $5,874.79 | 38.08% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 124 | $28,769 | $30,716.04 | $1,947.04 | 6.77% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 42,460 | $9.43M | $10.52M | $1.09M | 11.58% |
Taylor Wagner Valued Wealth Advisors LLC | 9 | $2,089 | $2,229.39 | $140.39 | 6.72% |
Darin Sadow Freestone Grove Partners LP | 173,420 | $40.95M | $42.96M | $2.01M | 4.9% |
Wayne Atkins VCI Wealth Management LLC | 7,650 | $1.61M | $1.89M | $286,786.04 | 17.83% |
Curtis Burkholder Bare Financial Services, Inc | 26 | $5,510.69 | $6,445.4 | $934.71 | 16.96% |
Keisuke Ichihara Rakuten Securities, Inc. | 13 | $2,800.91 | $3,222.7 | $421.79 | 15.06% |
Joshua Stipcich Tidemark, LLC | 1 | $232 | $247.9 | $15.9 | 6.85% |
Andrea Butler Sequent Planning LLC | 1,269 | $190,643.62 | $314,585.1 | $123,941.48 | 65.01% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,264 | $280,514.92 | $313,016.96 | $32,502.04 | 11.59% |
Matthew Stead Sachetta, LLC | 35 | $6,508.37 | $8,461.6 | $1,953.23 | 30.01% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 91 | $21,114 | $22,522.5 | $1,408.5 | 6.67% |