| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 298 | $106,179.36 | $99,028.38 | -$7,150.98 | -6.73% |
Jeff Ramsey Quotient Wealth Partners, LLC | 948 | $270,704.04 | $318,855.06 | $48,151.02 | 17.79% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,724 | $273,960.23 | $578,557.16 | $304,596.93 | 111.18% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 15 | $2,385.8 | $5,044.95 | $2,659.15 | 111.46% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,079 | $697,564.92 | $1.05M | $355,699.36 | 50.99% |
Taylor Wagner Valued Wealth Advisors LLC | 1 | $159.09 | $331.21 | $172.12 | 108.19% |
Christopher Dodds Crown Oak Advisors, LLC | 28,356 | $4.51M | $9.39M | $4.88M | 108.16% |
Curtis Burkholder Bare Financial Services, Inc | 53 | $11,955.93 | $18,128.12 | $6,172.19 | 51.62% |
Keisuke Ichihara Rakuten Securities, Inc. | 144 | $34,874.44 | $47,694.24 | $12,819.8 | 36.76% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,206 | $397,143.56 | $788,909.72 | $391,766.16 | 98.65% |
Matthew Stead Sachetta, LLC | 112 | $20,890.85 | $37,650.48 | $16,759.63 | 80.22% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 88 | $25,187.4 | $30,099.52 | $4,912.12 | 19.5% |
Chandler te Velde Maia Wealth LLC | 628 | $219,844 | $210,493.04 | -$9,350.96 | -4.25% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 42 | $11,859.61 | $14,128.38 | $2,268.77 | 19.13% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 791 | $223,354.54 | $265,665.26 | $42,310.72 | 18.94% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 37 | $5,885.46 | $12,407.02 | $6,521.56 | 110.81% |
Alan Gilmore Private Wealth Management Group, LLC | 116 | $19,335.7 | $39,676.64 | $20,340.94 | 105.2% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 20,452 | $3.65M | $7M | $3.34M | 91.52% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 639 | $223,695 | $215,573.04 | -$8,121.96 | -3.63% |
Corey Saft Sivia Capital Partners, LLC | 1,884 | $332,393.69 | $632,835.6 | $300,441.91 | 90.39% |