| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 24 | $10,092 | $11,187.36 | $1,095.36 | 10.85% |
Benj Foor Frazier Financial Advisors, LLC | 22 | $9,119.99 | $10,251.34 | $1,131.35 | 12.41% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 925 | $401,612.08 | $428,358.25 | $26,746.17 | 6.66% |
Amir Har-El Savvy Advisors, Inc. | 1,237 | $517,277.77 | $566,453.22 | $49,175.45 | 9.51% |
Ann Keitner Quantum Portfolio Management LLC | 1,926 | $861,857.78 | $899,018.28 | $37,160.5 | 4.31% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 146 | $60,632 | $67,619.9 | $6,987.9 | 11.53% |
Jeff Ramsey Quotient Wealth Partners, LLC | 913 | $322,769.3 | $426,836.63 | $104,067.33 | 32.24% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,162 | $786,144.43 | $1.01M | $225,304.03 | 28.66% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 178 | $73,703 | $81,465.26 | $7,762.26 | 10.53% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 19,472 | $8.69M | $8.89M | $200,772.93 | 2.31% |
Taylor Wagner Valued Wealth Advisors LLC | 13 | $5,712.59 | $6,020.3 | $307.71 | 5.39% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,409 | $1.59M | $2.06M | $472,642.49 | 29.73% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,243 | $390,214.85 | $576,180.22 | $185,965.37 | 47.66% |
Curtis Burkholder Bare Financial Services, Inc | 19 | $7,916.77 | $8,669.13 | $752.36 | 9.5% |
Keisuke Ichihara Rakuten Securities, Inc. | 8 | $3,457.38 | $3,704.8 | $247.42 | 7.16% |
Joshua Stipcich Tidemark, LLC | 23 | $7,492.49 | $10,505.25 | $3,012.76 | 40.21% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 5,801 | $1.82M | $2.69M | $867,178.56 | 47.66% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 68 | $27,024.82 | $31,084.84 | $4,060.02 | 15.02% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,961 | $796,086.74 | $885,842.55 | $89,755.81 | 11.27% |
Matthew Stead Sachetta, LLC | 54 | $20,054.34 | $24,697.98 | $4,643.64 | 23.16% |