| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 362 | $384,188.38 | $500,363.63 | $116,175.25 | 30.24% |
James Rankin Modern Wealth Management, LLC | 1,121 | $1.15M | $1.48M | $332,165.97 | 28.87% |
Benj Foor Frazier Financial Advisors, LLC | 13 | $13,239.62 | $16,603.08 | $3,363.46 | 25.4% |
Amir Har-El Savvy Advisors, Inc. | 939 | $921,906.99 | $1.3M | $375,997.56 | 40.78% |
Joseph Morrison Sentry LLC | 1,050 | $723,250.5 | $1.39M | $665,521.51 | 92.02% |
David W. Lewis Lewis Asset Management, LLC | 660 | $686,558.4 | $912,265.18 | $225,706.78 | 32.88% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 5 | $6,802 | $6,911.1 | $109.1 | 1.6% |
United Advisor Group LLC United Advisor Group, LLC | 184 | $200,882.46 | $254,328.47 | $53,446.01 | 26.61% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 670 | $639,275.63 | $926,087.38 | $286,811.75 | 44.87% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 198 | $269,352 | $273,679.55 | $4,327.55 | 1.61% |
Taylor Wagner Valued Wealth Advisors LLC | 36 | $37,895.32 | $49,759.92 | $11,864.6 | 31.31% |
Steven JE Manders BKM Wealth Management, LLC | 1,832 | $1.91M | $2.53M | $626,187.32 | 32.85% |
Darin Sadow Freestone Grove Partners LP | 24,360 | $26.17M | $32.22M | $6.05M | 23.1% |
Julie Beswick Advantage Trust Co | 90 | $122,436 | $124,399.8 | $1,963.8 | 1.6% |
Curtis Burkholder Bare Financial Services, Inc | 9 | $11,082.92 | $12,439.98 | $1,357.06 | 12.24% |
Keisuke Ichihara Rakuten Securities, Inc. | 5 | $6,802 | $6,524.4 | -$277.6 | -4.08% |
Joshua Stipcich Tidemark, LLC | 3 | $3,362.25 | $3,831.48 | $469.23 | 13.96% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,346 | $1.12M | $1.86M | $736,062.14 | 65.46% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 878 | $846,382.53 | $1.15M | $299,302.11 | 35.36% |
Craig Silberg EVERPAR ADVISORS LLC | 1,380 | $1.18M | $1.91M | $731,723.6 | 62.24% |