| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 10,505 | $277,312.52 | $287,837 | $10,524.48 | 3.8% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 18,547 | $448,904.71 | $508,002.33 | $59,097.62 | 13.16% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,310 | $55,870.89 | $63,282.45 | $7,411.56 | 13.27% |
Jeffrey McGrath Cetera Trust Company, N.A | 12,296 | $238,296.04 | $336,357.08 | $98,061.04 | 41.15% |
Taylor Wagner Valued Wealth Advisors LLC | 120 | $3,153.91 | $3,292.8 | $138.89 | 4.4% |
Darin Sadow Freestone Grove Partners LP | 404,271 | $12.21M | $11.06M | -$1.14M | -9.37% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 7,775 | $234,805 | $212,102.78 | -$22,702.22 | -9.67% |
Cody Gehman Stonebridge Financial Group, LLC | 178,122 | $4.27M | $4.88M | $610,670.78 | 14.3% |
Keisuke Ichihara Rakuten Securities, Inc. | 38 | $1,001.93 | $1,042.72 | $40.79 | 4.07% |
Joshua Stipcich Tidemark, LLC | 129 | $3,409.67 | $3,511.38 | $101.71 | 2.98% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,154 | $246,249 | $223,052.67 | -$23,196.33 | -9.42% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 11,643 | $260,414.11 | $323,966.47 | $63,552.36 | 24.4% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 252 | $6,582 | $6,860.7 | $278.7 | 4.23% |
Christy Clarin Portfolio Design Labs, LLC | 8,884 | $232,050.84 | $245,909.12 | $13,858.28 | 5.97% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 19,722 | $509,613.34 | $530,324.58 | $20,711.24 | 4.06% |
Craig Silberg EVERPAR ADVISORS LLC | 9,038 | $237,910.07 | $247,731.58 | $9,821.51 | 4.13% |
Matthew Stead Sachetta, LLC | 573 | $12,843.58 | $15,700.2 | $2,856.62 | 22.24% |
Jody White Farrow Financial Inc. | 10,000 | $193,840.92 | $272,600 | $78,759.08 | 40.63% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 205 | $5,400.25 | $5,598.55 | $198.3 | 3.67% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 19,446 | $516,982.23 | $532,139.79 | $15,157.56 | 2.93% |