| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,138 | $14,660.98 | $17,553.65 | $2,892.67 | 19.73% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 38,247 | $660,517.25 | $587,091.45 | -$73,425.8 | -11.12% |
Taylor Wagner Valued Wealth Advisors LLC | 298 | $4,651.25 | $4,550.46 | -$100.79 | -2.17% |
Darin Sadow Freestone Grove Partners LP | 22,319 | $363,130.21 | $343,824.19 | -$19,306.02 | -5.32% |
Curtis Burkholder Bare Financial Services, Inc | 281 | $4,457.24 | $4,313.35 | -$143.89 | -3.23% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 13,096 | $168,978 | $201,154.56 | $32,176.56 | 19.04% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 144,846 | $2.1M | $2.26M | $157,661.99 | 7.49% |
Dustin Schick Evergreen Private Wealth LLC | 354,337 | $4.74M | $5.44M | $700,232.61 | 14.77% |
Christy Clarin Portfolio Design Labs, LLC | 97,861 | $1.69M | $1.52M | -$174,565.93 | -10.32% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 59,857 | $871,469.16 | $903,840.7 | $32,371.54 | 3.71% |
Matthew Stead Sachetta, LLC | 249 | $3,807.36 | $3,838.33 | $30.97 | 0.81% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 911 | $14,671.27 | $13,983.85 | -$687.42 | -4.69% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 20,978 | $318,096.88 | $322,012.3 | $3,915.42 | 1.23% |
Sharon Allen Sterling Wealth Management, Inc. | 10,076 | $128,307.78 | $154,868.12 | $26,560.34 | 20.7% |
Jennifer Milam Mustard Seed Financial, LLC | 56,352 | $881,909.39 | $865,566.72 | -$16,342.67 | -1.85% |
Alan Gilmore Private Wealth Management Group, LLC | 5,027 | $86,887.93 | $77,164.45 | -$9,723.48 | -11.19% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 323,819 | $4.93M | $4.97M | $41,778.81 | 0.85% |
Dennis R. Plyler FCG Investment Co | 375,903 | $5.89M | $5.78M | -$113,003.49 | -1.92% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 16,871 | $292,711.85 | $262,512.76 | -$30,199.09 | -10.32% |
Alana Parm MORTON COMMUNITY BANK | 224,445 | $3.98M | $3.45M | -$529,690.36 | -13.31% |