| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 2,045 | $99,691.19 | $124,479.15 | $24,787.96 | 24.86% |
Benj Foor Frazier Financial Advisors, LLC | 25 | $1,435.28 | $1,521.25 | $85.97 | 5.99% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 67 | $5,936 | $4,008.27 | -$1,927.73 | -32.48% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 34 | $1,651.76 | $2,063.91 | $412.15 | 24.95% |
Jeffrey McGrath Cetera Trust Company, N.A | 250 | $19,040 | $14,763.75 | -$4,276.25 | -22.46% |
Taylor Wagner Valued Wealth Advisors LLC | 89 | $4,406.67 | $5,320.01 | $913.34 | 20.73% |
Curtis Burkholder Bare Financial Services, Inc | 265 | $20,800.08 | $16,053.7 | -$4,746.38 | -22.82% |
Keisuke Ichihara Rakuten Securities, Inc. | 169 | $14,238.74 | $10,102.04 | -$4,136.7 | -29.05% |
Joshua Stipcich Tidemark, LLC | 18 | $1,371 | $1,094.85 | -$276.15 | -20.14% |
Rob Dainard Hara Capital LLC | 257 | $19,573 | $15,179.17 | -$4,393.83 | -22.45% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 44 | $3,500.09 | $2,658.04 | -$842.05 | -24.06% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,271 | $119,740.81 | $137,581.04 | $17,840.23 | 14.9% |
Matthew Stead Sachetta, LLC | 58 | $2,819.34 | $3,527.85 | $708.51 | 25.13% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 23 | $1,753.31 | $1,398.97 | -$354.34 | -20.21% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 132 | $6,493.21 | $8,034.84 | $1,541.63 | 23.74% |
Amy Taylor Pingora Partners LLC | 221 | $10,736 | $13,073.74 | $2,337.74 | 21.77% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 111,000 | $8.62M | $6.57M | -$2.05M | -23.81% |
Christopher Griffith Stablepoint Partners, LLC | 19,950 | $1.52M | $1.18M | -$343,148.54 | -22.58% |
Alan Gilmore Private Wealth Management Group, LLC | 136 | $7,046.52 | $8,278.06 | $1,231.54 | 17.48% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 23 | $1,117 | $1,361.83 | $244.83 | 21.92% |