| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 102 | $14,984.73 | $23,812.92 | $8,828.19 | 58.91% |
Benj Foor Frazier Financial Advisors, LLC | 48 | $10,399 | $11,206.08 | $807.08 | 7.76% |
Amir Har-El Savvy Advisors, Inc. | 2,614 | $462,420.98 | $610,264.47 | $147,843.49 | 31.97% |
Ann Keitner Quantum Portfolio Management LLC | 1,686 | $248,829.58 | $393,613.58 | $144,784 | 58.19% |
David W. Lewis Lewis Asset Management, LLC | 6,100 | $814,957.2 | $1.42M | $609,148.86 | 74.75% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,007 | $288,498.95 | $468,554.24 | $180,055.29 | 62.41% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 320 | $47,717.68 | $74,707.2 | $26,989.52 | 56.56% |
Jeffrey McGrath Cetera Trust Company, N.A | 100 | $13,839 | $23,346 | $9,507 | 68.7% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 342 | $74,064 | $79,843.32 | $5,779.32 | 7.8% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,674 | $313,267.3 | $390,812.06 | $77,544.76 | 24.75% |
Taylor Wagner Valued Wealth Advisors LLC | 105 | $17,911.62 | $24,513.3 | $6,601.68 | 36.86% |
Darin Sadow Freestone Grove Partners LP | 363,898 | $64.05M | $84.96M | $20.91M | 32.64% |
Curtis Burkholder Bare Financial Services, Inc | 67 | $9,896.46 | $15,641.82 | $5,745.36 | 58.05% |
Keisuke Ichihara Rakuten Securities, Inc. | 34 | $6,594.29 | $7,937.64 | $1,343.35 | 20.37% |
Joshua Stipcich Tidemark, LLC | 2 | $433 | $466.92 | $33.92 | 7.83% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 7,676 | $1.06M | $1.79M | $729,757.04 | 68.7% |
Dustin Schick Evergreen Private Wealth LLC | 38,135 | $5.6M | $8.9M | $3.3M | 59% |
Christy Clarin Portfolio Design Labs, LLC | 12,789 | $2M | $2.99M | $990,063.2 | 49.61% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,819 | $602,382.85 | $891,583.78 | $289,200.93 | 48.01% |
Craig Silberg EVERPAR ADVISORS LLC | 1,137 | $245,627.93 | $265,444.03 | $19,816.1 | 8.07% |