| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas McElroy Philip James Wealth Mangement, LLC | 115,269 | $3.57M | $3.51M | -$59,050.56 | -1.65% |
David Vollmer PFS Partners, LLC | 113 | $3,419.67 | $3,441.98 | $22.31 | 0.65% |
Joseph Morrison Sentry LLC | 11,024 | $323,568.06 | $335,791.04 | $12,222.98 | 3.78% |
David W. Lewis Lewis Asset Management, LLC | 8,376 | $264,507 | $255,132.96 | -$9,374.04 | -3.54% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,853 | $43,316.82 | $57,609.77 | $14,292.95 | 33% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 360 | $9,960.59 | $11,095.2 | $1,134.61 | 11.39% |
Jeffrey McGrath Cetera Trust Company, N.A | 100 | $3,009 | $3,046 | $37 | 1.23% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 33 | $1,155.66 | $1,005.18 | -$150.48 | -13.02% |
Julie Beswick Advantage Trust Co | 500 | $15,807 | $15,230 | -$577 | -3.65% |
Keisuke Ichihara Rakuten Securities, Inc. | 596 | $11,448.97 | $18,371.7 | $6,922.73 | 60.47% |
Joshua Stipcich Tidemark, LLC | 592 | $20,732 | $18,283.92 | -$2,448.08 | -11.81% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 118 | $2,629 | $3,640.89 | $1,011.89 | 38.49% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,910 | $275,498.55 | $271,398.6 | -$4,099.95 | -1.49% |
Matthew Stead Sachetta, LLC | 1,033 | $27,436.7 | $31,780.24 | $4,343.54 | 15.83% |
Ellwood Derricks Partnership Wealth Management, LLC | 6,400 | $200,192 | $197,056 | -$3,136 | -1.57% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 519 | $10,314.47 | $16,011.15 | $5,696.68 | 55.23% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 6,967 | $217,936 | $212,214.82 | -$5,721.18 | -2.63% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 6,205 | $205,712.02 | $189,004.3 | -$16,707.72 | -8.12% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 313 | $9,562.81 | $9,533.98 | -$28.83 | -0.3% |
Alan Gilmore Private Wealth Management Group, LLC | 173 | $4,105.69 | $5,337.05 | $1,231.36 | 29.99% |