| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 141 | $30,801.15 | $30,637.89 | -$163.26 | -0.53% |
United Advisor Group LLC United Advisor Group, LLC | 8,491 | $1.79M | $1.83M | $39,606.83 | 2.21% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,795 | $351,559.13 | $385,960.9 | $34,401.77 | 9.79% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,303 | $228,350 | $281,936.62 | $53,586.62 | 23.47% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 440 | $88,894 | $95,198.4 | $6,304.4 | 7.09% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 436 | $69,446.08 | $94,232.68 | $24,786.6 | 35.69% |
Jonathon Gold Gold Investment Management Ltd. | 10 | $2,068 | $2,176.7 | $108.7 | 5.26% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 48,207 | $12.19M | $10.3M | -$1.89M | -15.5% |
Taylor Wagner Valued Wealth Advisors LLC | 108 | $21,416.21 | $23,603.4 | $2,187.19 | 10.21% |
Darin Sadow Freestone Grove Partners LP | 171,841 | $37.54M | $37M | -$542,157.91 | -1.44% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,435 | $266,450.66 | $309,866.72 | $43,416.06 | 16.29% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 1,277 | $210,509.24 | $277,658.11 | $67,148.87 | 31.9% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 961 | $209,948 | $207,912.35 | -$2,035.65 | -0.97% |
Curtis Burkholder Bare Financial Services, Inc | 96 | $20,802.09 | $20,520 | -$282.09 | -1.36% |
Kevin Stillman Evernest Financial Advisors, LLC | 934 | $204,032 | $202,897.49 | -$1,134.51 | -0.56% |
Keisuke Ichihara Rakuten Securities, Inc. | 55 | $13,639.06 | $12,020.25 | -$1,618.81 | -11.87% |
Joshua Stipcich Tidemark, LLC | 13 | $2,866.6 | $2,823.5 | -$43.1 | -1.5% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 2,335 | $372,013.31 | $504,219.9 | $132,206.59 | 35.54% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,372 | $542,419.92 | $734,421.6 | $192,001.68 | 35.4% |
Rob Dainard Hara Capital LLC | 542 | $137,830.09 | $117,082.84 | -$20,747.25 | -15.05% |