| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 100 | $22,355.34 | $32,003.01 | $9,647.67 | 43.16% |
Ann Keitner Quantum Portfolio Management LLC | 4,631 | $1.2M | $1.49M | $280,641.52 | 23.29% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 190 | $57,557.13 | $60,339.25 | $2,782.12 | 4.83% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 242 | $49,429.08 | $78,168.42 | $28,739.34 | 58.14% |
Jeffrey McGrath Cetera Trust Company, N.A | 20 | $4,470 | $6,397 | $1,927 | 43.11% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 832 | $218,727.77 | $266,972.16 | $48,244.39 | 22.06% |
Taylor Wagner Valued Wealth Advisors LLC | 5 | $1,121.5 | $1,589.75 | $468.25 | 41.75% |
Darin Sadow Freestone Grove Partners LP | 5,653 | $1.53M | $1.82M | $290,328.83 | 18.93% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 10,428 | $2.14M | $3.33M | $1.19M | 55.46% |
Keisuke Ichihara Rakuten Securities, Inc. | 6 | $1,549.2 | $1,907.7 | $358.5 | 23.14% |
Joshua Stipcich Tidemark, LLC | 12 | $3,204.17 | $3,863.88 | $659.71 | 20.59% |
Rob Dainard Hara Capital LLC | 1,430 | $291,019 | $457,020.85 | $166,001.85 | 57.04% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1 | $263 | $321.76 | $58.76 | 22.34% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,254 | $326,733.8 | $397,944.36 | $71,210.56 | 21.79% |
Matthew Stead Sachetta, LLC | 38 | $9,119.17 | $12,263.17 | $3,144 | 34.48% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 97 | $25,882 | $31,531.79 | $5,649.79 | 21.83% |
Jeff Kautz QSV Equity Investors LLC | 1,580 | $367,729.37 | $510,071.4 | $142,342.03 | 38.71% |
Alan Gilmore Private Wealth Management Group, LLC | 34 | $7,048.65 | $11,052.38 | $4,003.73 | 56.8% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 11,388 | $2.74M | $3.7M | $962,077.27 | 35.11% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 6,259 | $1.28M | $2.02M | $736,635.71 | 57.42% |