| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 16 | $5,854.13 | $7,703.04 | $1,848.91 | 31.58% |
Benj Foor Frazier Financial Advisors, LLC | 32 | $13,229 | $15,408.96 | $2,179.96 | 16.48% |
Angela Kelley HTLF Bank | 1,188 | $463,984.9 | $575,217.72 | $111,232.82 | 23.97% |
Amir Har-El Savvy Advisors, Inc. | 1,598 | $770,425 | $771,626.26 | $1,201.26 | 0.16% |
Joseph Morrison Sentry LLC | 1,374 | $420,471.59 | $669,646.38 | $249,174.79 | 59.26% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 97 | $43,933 | $46,682.22 | $2,749.22 | 6.26% |
Owen McCabe Tyche Wealth Partners LLC | 575 | $225,361.7 | $276,281.75 | $50,920.05 | 22.59% |
Jeff Ramsey Quotient Wealth Partners, LLC | 740 | $325,881.5 | $355,155.6 | $29,274.1 | 8.98% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 98 | $42,498.97 | $47,130.16 | $4,631.19 | 10.9% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,010 | $490,380.14 | $488,526.9 | -$1,853.24 | -0.38% |
Taylor Wagner Valued Wealth Advisors LLC | 19 | $8,332.63 | $9,217.28 | $884.65 | 10.62% |
Darin Sadow Freestone Grove Partners LP | 157,074 | $71.14M | $75.6M | $4.45M | 6.26% |
Christopher Dodds Crown Oak Advisors, LLC | 16,086 | $6.51M | $7.74M | $1.23M | 18.91% |
Julie Beswick Advantage Trust Co | 114 | $44,523.43 | $55,280.88 | $10,757.45 | 24.16% |
Curtis Burkholder Bare Financial Services, Inc | 42 | $19,785.15 | $20,314.98 | $529.83 | 2.68% |
Keisuke Ichihara Rakuten Securities, Inc. | 9 | $4,391.32 | $4,366.08 | -$25.24 | -0.57% |
Joshua Stipcich Tidemark, LLC | 2 | $873 | $960.85 | $87.85 | 10.06% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,300 | $1.52M | $1.53M | $10,686.01 | 0.7% |
Matthew Stead Sachetta, LLC | 67 | $31,142.76 | $32,212.26 | $1,069.5 | 3.43% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 120 | $52,500.34 | $58,042.8 | $5,542.46 | 10.56% |