| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 368 | $23,214.26 | $34,452.16 | $11,237.9 | 48.41% |
Benj Foor Frazier Financial Advisors, LLC | 203 | $13,947.84 | $19,004.86 | $5,057.02 | 36.26% |
Angela Kelley HTLF Bank | 4,906 | $324,433.87 | $459,299.72 | $134,865.85 | 41.57% |
Amir Har-El Savvy Advisors, Inc. | 3,975 | $322,527.89 | $372,378 | $49,850.11 | 15.46% |
Owen McCabe Tyche Wealth Partners LLC | 3,072 | $204,115.98 | $287,600.64 | $83,484.66 | 40.9% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,949 | $280,810.29 | $369,705.38 | $88,895.09 | 31.66% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 625 | $41,854.27 | $58,550 | $16,695.73 | 39.89% |
Jeffrey McGrath Cetera Trust Company, N.A | 27,160 | $1.8M | $2.54M | $740,265.49 | 41.07% |
Jonathon Gold Gold Investment Management Ltd. | 1,960 | $129,614.89 | $183,495.2 | $53,880.31 | 41.57% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 471 | $33,335 | $44,123.28 | $10,788.28 | 32.36% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,286 | $517,777.7 | $588,872.48 | $71,094.78 | 13.73% |
Taylor Wagner Valued Wealth Advisors LLC | 191 | $15,023.21 | $17,892.88 | $2,869.67 | 19.1% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 25,883 | $1.94M | $2.42M | $486,148.95 | 25.08% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 27,962 | $2.04M | $2.62M | $583,416.32 | 28.65% |
Curtis Burkholder Bare Financial Services, Inc | 40 | $3,288.93 | $3,738 | $449.07 | 13.65% |
Keisuke Ichihara Rakuten Securities, Inc. | 16 | $1,214.14 | $1,495.2 | $281.06 | 23.15% |
Joshua Stipcich Tidemark, LLC | 113 | $7,500.3 | $10,559.85 | $3,059.55 | 40.79% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 454 | $36,491.14 | $42,426.3 | $5,935.16 | 16.26% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 16,193 | $1.26M | $1.51M | $244,490.13 | 19.34% |
Craig Silberg EVERPAR ADVISORS LLC | 2,869 | $242,746 | $268,108.05 | $25,362.05 | 10.45% |