| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 81 | $19,104.79 | $30,024.27 | $10,919.48 | 57.16% |
Benj Foor Frazier Financial Advisors, LLC | 110 | $27,745 | $42,907.7 | $15,162.7 | 54.65% |
Amir Har-El Savvy Advisors, Inc. | 3,295 | $1.04M | $1.22M | $177,154.5 | 16.97% |
Ann Keitner Quantum Portfolio Management LLC | 10,574 | $3.36M | $4.18M | $822,265.15 | 24.46% |
David W. Lewis Lewis Asset Management, LLC | 4,801 | $1.38M | $1.78M | $394,620.51 | 28.49% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 216 | $47,144.61 | $80,064.72 | $32,920.11 | 69.83% |
Owen McCabe Tyche Wealth Partners LLC | 664 | $261,620 | $256,788.73 | -$4,831.27 | -1.85% |
United Advisor Group LLC United Advisor Group, LLC | 1,902 | $594,436.14 | $705,014.36 | $110,578.22 | 18.6% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,331 | $337,434.46 | $493,361.78 | $155,927.32 | 46.21% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,185 | $347,196.79 | $462,232.96 | $115,036.17 | 33.13% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 2,218 | $559,669.41 | $822,146.08 | $262,476.67 | 46.9% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 20 | $6,276 | $7,413.4 | $1,137.4 | 18.12% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 17,477 | $4.42M | $6.78M | $2.36M | 53.47% |
Kent Keister Bear Mountain Capital, Inc. | 91 | $21,953.93 | $33,730.97 | $11,777.04 | 53.64% |
Curtis Burkholder Bare Financial Services, Inc | 11,420 | $2.95M | $4.23M | $1.28M | 43.44% |
Joshua Stipcich Tidemark, LLC | 384 | $98,969.88 | $149,786.88 | $50,817 | 51.35% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,433 | $929,318.68 | $1.27M | $343,191.46 | 36.93% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,060 | $332,638.39 | $392,910.21 | $60,271.82 | 18.12% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 29 | $9,367 | $10,749.43 | $1,382.43 | 14.76% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,846 | $1.14M | $1.51M | $372,395.9 | 32.77% |