| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 5,097 | $804,094.09 | $777,190.56 | -$26,903.53 | -3.35% |
Ann Keitner Quantum Portfolio Management LLC | 723 | $89,009 | $111,869.79 | $22,860.79 | 25.68% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,509 | $119,338.85 | $230,092.32 | $110,753.47 | 92.81% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,428 | $362,517.24 | $370,221.44 | $7,704.2 | 2.13% |
CARL LYMANGOOD Petros Family Wealth, LLC | 6,903 | $1.04M | $1.05M | $15,172.01 | 1.46% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 958 | $123,295.59 | $146,075.84 | $22,780.25 | 18.48% |
Jeffrey McGrath Cetera Trust Company, N.A | 450 | $57,794 | $68,098.5 | $10,304.5 | 17.83% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 25 | $3,422.25 | $3,812 | $389.75 | 11.39% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,877 | $1.48M | $1.35M | -$129,135.89 | -8.71% |
Taylor Wagner Valued Wealth Advisors LLC | 37 | $4,777.39 | $5,641.76 | $864.37 | 18.09% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 10,888 | $1.7M | $1.66M | -$36,856.79 | -2.17% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,676 | $497,299.38 | $553,385 | $56,085.62 | 11.28% |
Joel Arber L1 Capital International Pty Ltd | 707,925 | $109.68M | $107.13M | -$2.54M | -2.32% |
Wayne Atkins VCI Wealth Management LLC | 15,901 | $2.37M | $2.37M | -$1,899.69 | -0.08% |
Curtis Burkholder Bare Financial Services, Inc | 84 | $11,715.24 | $12,808.32 | $1,093.08 | 9.33% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,715 | $232,458.72 | $255,878 | $23,419.28 | 10.07% |
Keisuke Ichihara Rakuten Securities, Inc. | 211 | $30,026.31 | $31,930.63 | $1,904.32 | 6.34% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,914 | $537,072.83 | $596,806.72 | $59,733.89 | 11.12% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,699 | $477,863.28 | $564,023.52 | $86,160.24 | 18.03% |
Rob Dainard Hara Capital LLC | 4,060 | $521,426 | $611,192.36 | $89,766.36 | 17.22% |