| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Morrison Sentry LLC | 11,024 | $175,612 | $696,386.08 | $520,774.08 | 296.55% |
David W. Lewis Lewis Asset Management, LLC | 12,605 | $568,622.78 | $867,350.05 | $298,727.27 | 52.54% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,186 | $71,473.1 | $69,315.77 | -$2,157.33 | -3.02% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,129 | $23,307.81 | $66,622.29 | $43,314.48 | 185.84% |
Jeffrey McGrath Cetera Trust Company, N.A | 100 | $1,698 | $6,311 | $4,613 | 271.67% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 13,977 | $335,717.43 | $822,266.91 | $486,549.48 | 144.93% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,851 | $309,048.54 | $401,674.13 | $92,625.59 | 29.97% |
Taylor Wagner Valued Wealth Advisors LLC | 18 | $386.74 | $1,071.45 | $684.71 | 177.05% |
Darin Sadow Freestone Grove Partners LP | 4,420 | $105,240.2 | $260,780 | $155,539.8 | 147.8% |
Dane Grouell Turning Point Benefit Group, Inc. | 11,574 | $253,964.13 | $682,460.91 | $428,496.78 | 168.72% |
Julie Beswick Advantage Trust Co | 360 | $6,112.67 | $24,771.6 | $18,658.93 | 305.25% |
Curtis Burkholder Bare Financial Services, Inc | 104 | $4,691 | $6,097.52 | $1,406.52 | 29.98% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,957 | $83,344.74 | $116,138.16 | $32,793.42 | 39.35% |
Joshua Stipcich Tidemark, LLC | 610 | $12,961.58 | $36,273.65 | $23,312.07 | 179.86% |
Rob Dainard Hara Capital LLC | 1,309 | $26,763.04 | $82,610.99 | $55,847.95 | 208.68% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 117 | $2,810 | $6,956.23 | $4,146.23 | 147.55% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 21,256 | $436,146.35 | $1.34M | $905,319.81 | 207.57% |
Matthew Stead Sachetta, LLC | 966 | $19,106.2 | $56,974.68 | $37,868.48 | 198.2% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,302 | $31,265.47 | $76,336.26 | $45,070.79 | 144.16% |
Neil Greenspan Fielder Capital Group LLC | 4,909 | $221,453 | $309,806.99 | $88,353.99 | 39.9% |