| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 25 | $6,065.52 | $5,734 | -$331.52 | -5.47% |
Benj Foor Frazier Financial Advisors, LLC | 330 | $56,043.99 | $75,695.4 | $19,651.41 | 35.06% |
Amir Har-El Savvy Advisors, Inc. | 1,744 | $372,276.04 | $401,835.04 | $29,559 | 7.94% |
David W. Lewis Lewis Asset Management, LLC | 3,790 | $904,635.86 | $869,160.7 | -$35,475.16 | -3.92% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 160 | $34,092.84 | $36,860.8 | $2,767.96 | 8.12% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,148 | $205,731.28 | $263,224.92 | $57,493.64 | 27.95% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 11,151 | $2.05M | $2.56M | $510,191.56 | 24.93% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 233 | $42,085.7 | $53,386.12 | $11,300.42 | 26.85% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 200 | $34,146 | $45,910 | $11,764 | 34.45% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,164 | $248,340.01 | $267,312.59 | $18,972.58 | 7.64% |
Taylor Wagner Valued Wealth Advisors LLC | 146 | $30,892.19 | $33,801.92 | $2,909.73 | 9.42% |
Curtis Burkholder Bare Financial Services, Inc | 74 | $16,340.27 | $16,994.1 | $653.83 | 4% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,345 | $508,991.59 | $768,931.87 | $259,940.28 | 51.07% |
Keisuke Ichihara Rakuten Securities, Inc. | 12 | $2,651.6 | $2,778.24 | $126.64 | 4.78% |
Joshua Stipcich Tidemark, LLC | 21 | $4,599 | $4,809.84 | $210.84 | 4.58% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 101 | $21,442.61 | $23,130.01 | $1,687.4 | 7.87% |
Christy Clarin Portfolio Design Labs, LLC | 5,451 | $1.3M | $1.25M | -$47,437.11 | -3.65% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,177 | $787,489.49 | $937,485.88 | $149,996.39 | 19.05% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,989 | $334,198.64 | $456,714.18 | $122,515.54 | 36.66% |
Carol Smith Access Investment Management LLC | 4,000 | $659,640 | $924,560 | $264,920 | 40.16% |