| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 8 | $2,797 | $3,433.24 | $636.24 | 22.75% |
Benj Foor Frazier Financial Advisors, LLC | 1,662 | $517,082.57 | $712,624.05 | $195,541.48 | 37.82% |
Amir Har-El Savvy Advisors, Inc. | 1,583 | $503,482.08 | $663,007.89 | $159,525.81 | 31.68% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 54 | $26,733.93 | $22,803.66 | -$3,930.27 | -14.7% |
Owen McCabe Tyche Wealth Partners LLC | 1,200 | $372,551.19 | $514,248 | $141,696.81 | 38.03% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,456 | $452,185.93 | $624,078 | $171,892.07 | 38.01% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 63 | $19,560.41 | $26,538.75 | $6,978.34 | 35.68% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 747 | $258,475.59 | $315,256.41 | $56,780.82 | 21.97% |
Steven JE Manders BKM Wealth Management, LLC | 1,018 | $273,090.58 | $439,277.18 | $166,186.6 | 60.85% |
Mark Fonville Fonville Wealth Management LLC | 954 | $472,306 | $410,520.51 | -$61,785.49 | -13.08% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 564 | $279,341 | $241,744.5 | -$37,596.5 | -13.46% |
Curtis Burkholder Bare Financial Services, Inc | 32 | $11,599.49 | $13,504.96 | $1,905.47 | 16.43% |
Keisuke Ichihara Rakuten Securities, Inc. | 42 | $15,072.93 | $17,900.82 | $2,827.89 | 18.76% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,707 | $529,989 | $720,251.58 | $190,262.58 | 35.9% |
Wynn Capital LLC Wynn Capital, LLC | 495 | $245,065 | $208,860.3 | -$36,204.7 | -14.77% |
Rob Dainard Hara Capital LLC | 3 | $805 | $1,281.76 | $476.76 | 59.22% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 8 | $3,961 | $3,352 | -$609 | -15.37% |
Christy Clarin Portfolio Design Labs, LLC | 1,191 | $444,755.87 | $510,617.43 | $65,861.56 | 14.81% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,410 | $754,550.26 | $1.02M | $265,891.96 | 35.24% |
Craig Silberg EVERPAR ADVISORS LLC | 405 | $200,507 | $173,038.27 | -$27,468.73 | -13.7% |