| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 111 | $11,600.42 | $12,379.83 | $779.41 | 6.72% |
Amir Har-El Savvy Advisors, Inc. | 3,381 | $345,242.82 | $375,240.28 | $29,997.46 | 8.69% |
Joseph Morrison Sentry LLC | 1,687 | $202,642 | $189,213.92 | -$13,428.08 | -6.63% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 157 | $18,858.53 | $17,428.55 | -$1,429.98 | -7.58% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,799 | $216,060 | $200,867.34 | -$15,192.66 | -7.03% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 283 | $28,800.32 | $31,444.13 | $2,643.81 | 9.18% |
One Degree Advisors Inc. One Degree Advisors Inc | 7,997 | $780,889.13 | $888,792.18 | $107,903.05 | 13.82% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,825 | $420,729.19 | $423,848.25 | $3,119.06 | 0.74% |
Taylor Wagner Valued Wealth Advisors LLC | 169 | $18,797.64 | $18,731.11 | -$66.53 | -0.35% |
Curtis Burkholder Bare Financial Services, Inc | 62 | $6,583.11 | $6,870.22 | $287.11 | 4.36% |
Keisuke Ichihara Rakuten Securities, Inc. | 5 | $491.67 | $554.17 | $62.5 | 12.71% |
Joshua Stipcich Tidemark, LLC | 3 | $347 | $332.37 | -$14.63 | -4.22% |
David Ragan Grunden Financial Advisory, Inc. | 4,268 | $405,803.29 | $472,979.76 | $67,176.47 | 16.55% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 14 | $1,682 | $1,553.79 | -$128.21 | -7.62% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,731 | $582,318.86 | $622,157.36 | $39,838.5 | 6.84% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 3,414 | $333,474.66 | $382,043.67 | $48,569.01 | 14.56% |
Matthew Stead Sachetta, LLC | 126 | $14,221.91 | $13,989.78 | -$232.13 | -1.63% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 149 | $17,245.05 | $16,510.69 | -$734.36 | -4.26% |
Adam Colby Wealth Group Ltd | 8,500 | $830,025 | $949,877.55 | $119,852.55 | 14.44% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 3,931 | $389,469.03 | $438,424.43 | $48,955.4 | 12.57% |