| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 593 | $238,088.25 | $274,819.92 | $36,731.67 | 15.43% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 5 | $2,230 | $2,253 | $23 | 1.03% |
United Advisor Group LLC United Advisor Group, LLC | 819 | $396,720.94 | $368,246.97 | -$28,473.97 | -7.18% |
Jeff Ramsey Quotient Wealth Partners, LLC | 450 | $200,575 | $203,692.5 | $3,117.5 | 1.55% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 235 | $118,453.88 | $109,349.02 | -$9,104.86 | -7.69% |
Jeffrey McGrath Cetera Trust Company, N.A | 41 | $21,111 | $18,512.93 | -$2,598.07 | -12.31% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,111 | $518,502.66 | $520,070.2 | $1,567.54 | 0.3% |
Taylor Wagner Valued Wealth Advisors LLC | 14 | $7,097.18 | $6,364.82 | -$732.36 | -10.32% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 542 | $241,770 | $245,141.18 | $3,371.18 | 1.39% |
Curtis Burkholder Bare Financial Services, Inc | 23 | $10,590.24 | $10,766.53 | $176.29 | 1.66% |
Keisuke Ichihara Rakuten Securities, Inc. | 273 | $122,872.64 | $124,113.99 | $1,241.35 | 1.01% |
Sam Tedawes Quantessence Capital LLC | 531 | $236,863 | $247,430.07 | $10,567.07 | 4.46% |
Joshua Stipcich Tidemark, LLC | 3 | $1,189 | $1,392.22 | $203.22 | 17.09% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,667 | $760,243.79 | $754,134.13 | -$6,109.66 | -0.8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 31 | $13,828 | $14,391.13 | $563.13 | 4.07% |
Christy Clarin Portfolio Design Labs, LLC | 2,085 | $1.02M | $938,771.25 | -$83,200.32 | -8.14% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,388 | $1.22M | $1.15M | -$76,085.75 | -6.23% |
Craig Silberg EVERPAR ADVISORS LLC | 587 | $311,225.52 | $265,547.06 | -$45,678.46 | -14.68% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 87 | $35,239.21 | $40,725.57 | $5,486.36 | 15.57% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 697 | $303,029 | $314,632.77 | $11,603.77 | 3.83% |