| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 103 | $8,191.79 | $14,467.38 | $6,275.59 | 76.61% |
Benj Foor Frazier Financial Advisors, LLC | 202 | $11,923.51 | $28,372.92 | $16,449.41 | 137.96% |
Amir Har-El Savvy Advisors, Inc. | 5,897 | $663,502.31 | $828,292.68 | $164,790.37 | 24.84% |
United Advisor Group LLC United Advisor Group, LLC | 2,629 | $344,268 | $369,269.37 | $25,001.37 | 7.26% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,518 | $272,342.81 | $353,678.31 | $81,335.5 | 29.87% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,577 | $188,854.39 | $221,505.44 | $32,651.05 | 17.29% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 351 | $20,930.14 | $49,301.46 | $28,371.32 | 135.55% |
Jeffrey McGrath Cetera Trust Company, N.A | 85 | $4,899 | $11,939.1 | $7,040.1 | 143.7% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 536 | $70,225 | $75,286.57 | $5,061.57 | 7.21% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,445 | $634,147.81 | $764,804.75 | $130,656.94 | 20.6% |
Steven JE Manders BKM Wealth Management, LLC | 3,510 | $272,734.02 | $493,014.64 | $220,280.62 | 80.77% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,850 | $222,277.75 | $259,851.02 | $37,573.27 | 16.9% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 10,572 | $714,902.97 | $1.48M | $770,040.26 | 107.71% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,633 | $164,344.19 | $369,831.21 | $205,487.02 | 125.03% |
Curtis Burkholder Bare Financial Services, Inc | 107 | $10,737.68 | $15,029.22 | $4,291.54 | 39.97% |
Keisuke Ichihara Rakuten Securities, Inc. | 5 | $598.75 | $702.3 | $103.55 | 17.29% |
Sam Tedawes Quantessence Capital LLC | 2,502 | $327,637 | $351,430.95 | $23,793.95 | 7.26% |
Joshua Stipcich Tidemark, LLC | 2 | $262 | $280.92 | $18.92 | 7.22% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 11,872 | $688,891.27 | $1.67M | $978,649.97 | 142.06% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 23,927 | $1.38M | $3.36M | $1.98M | 143.58% |