| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 2,005 | $288,442.99 | $515,866.47 | $227,423.48 | 78.85% |
Joseph Morrison Sentry LLC | 5,226 | $807,259.78 | $1.41M | $598,063.88 | 74.09% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,859 | $664,707.81 | $1.25M | $585,464.35 | 88.08% |
Owen McCabe Tyche Wealth Partners LLC | 1,844 | $320,929.49 | $506,620.54 | $185,691.05 | 57.86% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 23,901 | $4.1M | $6.15M | $2.05M | 50.14% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 132 | $20,142.5 | $33,962.28 | $13,819.78 | 68.61% |
Jeffrey McGrath Cetera Trust Company, N.A | 490 | $85,280 | $133,186.9 | $47,906.9 | 56.18% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 30 | $5,937 | $7,718.7 | $1,781.7 | 30.01% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 918 | $204,502 | $236,192.23 | $31,690.23 | 15.5% |
Taylor Wagner Valued Wealth Advisors LLC | 64 | $11,209.42 | $16,466.56 | $5,257.14 | 46.9% |
Darin Sadow Freestone Grove Partners LP | 115,531 | $25.46M | $31.07M | $5.61M | 22.03% |
Curtis Burkholder Bare Financial Services, Inc | 16 | $2,731.94 | $4,116.64 | $1,384.7 | 50.69% |
Keisuke Ichihara Rakuten Securities, Inc. | 66 | $9,478.69 | $17,939.46 | $8,460.77 | 89.26% |
Joshua Stipcich Tidemark, LLC | 2 | $338 | $545.14 | $207.14 | 61.28% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 7,325 | $1.27M | $1.88M | $611,973.25 | 48.09% |
Wynn Capital LLC Wynn Capital, LLC | 5,540 | $666,684 | $1.43M | $758,702.66 | 113.8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 321 | $59,595.99 | $82,590.09 | $22,994.1 | 38.58% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 2,793 | $491,659.72 | $767,348.79 | $275,689.07 | 56.07% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,191 | $304,757.68 | $595,535.71 | $290,778.03 | 95.41% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 1,754 | $297,298.75 | $451,286.68 | $153,987.93 | 51.8% |