| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,676 | $96,137.68 | $122,748.12 | $26,610.44 | 27.68% |
United Advisor Group LLC United Advisor Group, LLC | 25,452 | $1.26M | $1.16M | -$100,717.64 | -7.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,030 | $89,823.07 | $94,588.66 | $4,765.59 | 5.31% |
Jonathon Gold Gold Investment Management Ltd. | 2,723 | $138,656.46 | $125,884.29 | -$12,772.17 | -9.21% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 14,119 | $498,541.89 | $652,086.01 | $153,544.12 | 30.8% |
Jon Deven Mouton CAP Partners, LLC | 14,758 | $579,703.31 | $687,280.06 | $107,576.75 | 18.56% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 18,079 | $638,369.49 | $838,142.44 | $199,772.95 | 31.29% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 9,220 | $458,165.5 | $430,020.8 | -$28,144.7 | -6.14% |
Mark Fonville Fonville Wealth Management LLC | 35,908 | $1.81M | $1.67M | -$140,583.63 | -7.77% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,231 | $220,016.61 | $287,404.87 | $67,388.26 | 30.63% |
Cody Gehman Stonebridge Financial Group, LLC | 5,009 | $237,126 | $231,015.08 | -$6,110.92 | -2.58% |
Wayne Atkins VCI Wealth Management LLC | 247,831 | $9.85M | $11.56M | $1.72M | 17.43% |
Kent Keister Bear Mountain Capital, Inc. | 84 | $5,217.91 | $3,875.76 | -$1,342.15 | -25.72% |
Curtis Burkholder Bare Financial Services, Inc | 404 | $19,206.63 | $18,822.36 | -$384.27 | -2% |
Joshua Stipcich Tidemark, LLC | 449 | $25,859.34 | $20,959.32 | -$4,900.02 | -18.95% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 17,420 | $769,725.54 | $801,755.5 | $32,029.96 | 4.16% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 77,204 | $3.55M | $3.6M | $50,366.63 | 1.42% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 666 | $38,225.39 | $31,095.54 | -$7,129.85 | -18.65% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 6,376 | $302,784.68 | $294,252.4 | -$8,532.28 | -2.82% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14,503 | $805,100.88 | $670,618.72 | -$134,482.16 | -16.7% |