| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 60 | $5,604 | $5,622.6 | $18.6 | 0.33% |
United Advisor Group LLC United Advisor Group, LLC | 9,116 | $643,643.44 | $854,260.36 | $210,616.92 | 32.72% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,659 | $355,202.85 | $530,304.89 | $175,102.04 | 49.3% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 234 | $15,139 | $21,928.14 | $6,789.14 | 44.85% |
Jeffrey McGrath Cetera Trust Company, N.A | 19,083 | $996,666.39 | $2.18M | $1.18M | 118.64% |
Jonathon Gold Gold Investment Management Ltd. | 1,091 | $45,170 | $115,024.13 | $69,854.13 | 154.65% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,437 | $728,635.68 | $790,631.27 | $61,995.59 | 8.51% |
Taylor Wagner Valued Wealth Advisors LLC | 65 | $4,793.59 | $6,091.15 | $1,297.56 | 27.07% |
Darin Sadow Freestone Grove Partners LP | 19,608 | $1.94M | $2.31M | $364,816.81 | 18.76% |
Dane Grouell Turning Point Benefit Group, Inc. | 8,310 | $814,990.47 | $778,730.1 | -$36,260.37 | -4.45% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,049 | $347,223.48 | $476,810.24 | $129,586.76 | 37.32% |
Julie Beswick Advantage Trust Co | 200 | $18,680 | $18,742 | $62 | 0.33% |
Curtis Burkholder Bare Financial Services, Inc | 227 | $19,344.26 | $21,272.17 | $1,927.91 | 9.97% |
Thomas Hood Alternative Investment Advisors, LLC. | 809 | $80,794.8 | $103,487.28 | $22,692.48 | 28.09% |
Keisuke Ichihara Rakuten Securities, Inc. | 5,762 | $575,335.68 | $678,994.08 | $103,658.4 | 18.02% |
Sam Tedawes Quantessence Capital LLC | 2,959 | $320,311.93 | $348,451.84 | $28,139.91 | 8.79% |
Joshua Stipcich Tidemark, LLC | 3 | $324.75 | $351.78 | $27.03 | 8.32% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 9,422 | $563,547.21 | $882,935.62 | $319,388.41 | 56.67% |
Rob Dainard Hara Capital LLC | 22,887 | $939,557.24 | $2.68M | $1.74M | 185.64% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 83 | $8,002.46 | $7,777.93 | -$224.53 | -2.81% |