| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 2,163 | $256,413 | $291,183.06 | $34,770.06 | 13.56% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,515 | $174,827.38 | $204,615.9 | $29,788.52 | 17.04% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,142 | $256,543.95 | $438,466.1 | $181,922.15 | 70.91% |
Amir Har-El Savvy Advisors, Inc. | 2,362 | $272,536 | $317,972.44 | $45,436.44 | 16.67% |
Joseph Morrison Sentry LLC | 3,147 | $270,410.64 | $423,649.14 | $153,238.5 | 56.67% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 377 | $61,568 | $52,625.43 | -$8,942.57 | -14.52% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 200 | $16,329.89 | $26,924 | $10,594.11 | 64.88% |
Jeffrey McGrath Cetera Trust Company, N.A | 21 | $2,423 | $2,827.02 | $404.02 | 16.67% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 203 | $23,422 | $27,327.86 | $3,905.86 | 16.68% |
Taylor Wagner Valued Wealth Advisors LLC | 101 | $8,253 | $13,596.62 | $5,343.62 | 64.75% |
Darin Sadow Freestone Grove Partners LP | 1,674 | $193,146 | $225,353.88 | $32,207.88 | 16.68% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,769 | $204,107 | $246,934.71 | $42,827.71 | 20.98% |
Curtis Burkholder Bare Financial Services, Inc | 128 | $10,451 | $17,287.68 | $6,836.68 | 65.42% |
Keisuke Ichihara Rakuten Securities, Inc. | 180 | $20,768 | $24,231.6 | $3,463.6 | 16.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,904 | $264,862.08 | $390,936.48 | $126,074.4 | 47.6% |
Matthew Stead Sachetta, LLC | 61 | $9,963 | $8,497.24 | -$1,465.76 | -14.71% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 35 | $4,040 | $4,899.65 | $859.65 | 21.28% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,357 | $271,958 | $329,037.2 | $57,079.2 | 20.99% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,496 | $244,312 | $201,391.52 | -$42,920.48 | -17.57% |
Chris Chatto Encompass More Asset Management | 1,462 | $168,687.17 | $204,563.04 | $35,875.87 | 21.27% |