| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 126 | $18,410.32 | $18,428.76 | $18.44 | 0.1% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,464 | $266,639.46 | $375,612.16 | $108,972.7 | 40.87% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,559 | $186,698.79 | $243,936.73 | $57,237.94 | 30.66% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 320 | $19,143.32 | $46,300.8 | $27,157.48 | 141.86% |
Jeffrey McGrath Cetera Trust Company, N.A | 85 | $4,899 | $12,957.4 | $8,058.4 | 164.49% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,050 | $592,886.69 | $745,531.5 | $152,644.81 | 25.75% |
Steven JE Manders BKM Wealth Management, LLC | 3,510 | $272,734.02 | $535,064.4 | $262,330.38 | 96.19% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,354 | $295,917.2 | $368,330.38 | $72,413.18 | 24.47% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 10,326 | $700,723.49 | $1.62M | $914,985.73 | 130.58% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,065 | $131,604.67 | $314,788.6 | $183,183.93 | 139.19% |
Curtis Burkholder Bare Financial Services, Inc | 149 | $16,874.47 | $21,993.89 | $5,119.42 | 30.34% |
Keisuke Ichihara Rakuten Securities, Inc. | 7 | $891.04 | $1,012.9 | $121.86 | 13.68% |
Joshua Stipcich Tidemark, LLC | 2 | $262 | $289.99 | $27.99 | 10.68% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 12,081 | $719,428.6 | $1.84M | $1.12M | 155.98% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 23,270 | $1.34M | $3.64M | $2.3M | 171.34% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9,258 | $916,457.79 | $1.41M | $494,831.73 | 53.99% |
Matthew Stead Sachetta, LLC | 129 | $12,032.67 | $18,628.89 | $6,596.22 | 54.82% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 3,196 | $248,505.12 | $500,078.12 | $251,573 | 101.23% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 263 | $34,471.23 | $38,826.69 | $4,355.46 | 12.64% |
Neil Greenspan Fielder Capital Group LLC | 2,236 | $240,862.08 | $340,855.84 | $99,993.76 | 41.51% |