| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ann Keitner Quantum Portfolio Management LLC | 182 | $113,484 | $143,996.49 | $30,512.49 | 26.89% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 25 | $15,589 | $19,733.08 | $4,144.08 | 26.58% |
United Advisor Group LLC United Advisor Group, LLC | 335 | $311,779.8 | $265,048.48 | -$46,731.32 | -14.99% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 31 | $25,826.7 | $24,836.27 | -$990.43 | -3.83% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 350 | $270,058.98 | $278,719.01 | $8,660.03 | 3.21% |
Taylor Wagner Valued Wealth Advisors LLC | 4 | $2,941.75 | $3,222.04 | $280.29 | 9.53% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 745 | $602,953.45 | $591,708.8 | -$11,244.65 | -1.86% |
Keisuke Ichihara Rakuten Securities, Inc. | 11 | $8,498.95 | $8,855.77 | $356.82 | 4.2% |
Joshua Stipcich Tidemark, LLC | 646 | $449,367.11 | $520,934.4 | $71,567.29 | 15.93% |
Rob Dainard Hara Capital LLC | 161 | $168,832.23 | $127,802.6 | -$41,029.63 | -24.3% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 846 | $724,773.6 | $658,492.55 | -$66,281.05 | -9.15% |
Craig Silberg EVERPAR ADVISORS LLC | 445 | $353,113.32 | $353,243.22 | $129.9 | 0.04% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 14 | $10,817.52 | $11,148.76 | $331.24 | 3.06% |
Neil Greenspan Fielder Capital Group LLC | 354 | $222,974.34 | $281,006.97 | $58,032.63 | 26.03% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 265 | $200,960 | $209,821.7 | $8,861.7 | 4.41% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,449 | $1.28M | $1.15M | -$129,202.74 | -10.13% |
Christian Scharosch 1248 Management, LLC | 430 | $331,903.95 | $341,974.7 | $10,070.75 | 3.03% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 1,705 | $1.32M | $1.35M | $32,292.76 | 2.45% |
Kelly Richert Clayton Financial Group LLC | 100 | $75,827 | $79,372 | $3,545 | 4.68% |
Alan Gilmore Private Wealth Management Group, LLC | 60 | $39,790.18 | $47,780.4 | $7,990.22 | 20.08% |