| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 110 | $27,745 | $37,379.65 | $9,634.65 | 34.73% |
Amir Har-El Savvy Advisors, Inc. | 3,050 | $965,793.37 | $1.05M | $85,495.88 | 8.85% |
Ann Keitner Quantum Portfolio Management LLC | 10,574 | $3.36M | $3.59M | $227,689.24 | 6.77% |
David W. Lewis Lewis Asset Management, LLC | 4,801 | $1.38M | $1.64M | $255,151.41 | 18.42% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 216 | $47,144.61 | $73,167.84 | $26,023.23 | 55.2% |
Owen McCabe Tyche Wealth Partners LLC | 664 | $261,620 | $226,304.48 | -$35,315.52 | -13.5% |
United Advisor Group LLC United Advisor Group, LLC | 1,902 | $594,436.14 | $645,576.84 | $51,140.7 | 8.6% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,331 | $337,434.46 | $452,772.92 | $115,338.46 | 34.18% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,185 | $347,196.79 | $403,871.7 | $56,674.91 | 16.32% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 2,218 | $559,669.41 | $769,734.74 | $210,065.33 | 37.53% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 20 | $6,276 | $6,953 | $677 | 10.79% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 17,477 | $4.42M | $5.96M | $1.54M | 34.95% |
Kent Keister Bear Mountain Capital, Inc. | 91 | $21,953.93 | $31,208.45 | $9,254.52 | 42.15% |
Curtis Burkholder Bare Financial Services, Inc | 11,420 | $2.95M | $3.97M | $1.02M | 34.53% |
Joshua Stipcich Tidemark, LLC | 384 | $98,969.88 | $132,391.68 | $33,421.8 | 33.77% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,433 | $929,318.68 | $1.17M | $237,987.14 | 25.61% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,060 | $332,638.39 | $363,686.01 | $31,047.62 | 9.33% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 29 | $9,367 | $10,001.66 | $634.66 | 6.78% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,846 | $1.14M | $1.32M | $181,980.4 | 16.01% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 967 | $247,613.76 | $333,353.91 | $85,740.15 | 34.63% |