| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 7,015 | $448,092.11 | $584,840.55 | $136,748.44 | 30.52% |
Jeff Ramsey Quotient Wealth Partners, LLC | 8,721 | $716,254.29 | $723,276.13 | $7,021.84 | 0.98% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 390 | $28,956.83 | $31,978.05 | $3,021.22 | 10.43% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 78 | $5,702.77 | $6,463.86 | $761.09 | 13.35% |
One Degree Advisors Inc. One Degree Advisors Inc | 12,306 | $919,634.03 | $1.01M | $88,658.08 | 9.64% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,513 | $321,804.26 | $287,820.09 | -$33,984.17 | -10.56% |
Darin Sadow Freestone Grove Partners LP | 274,187 | $26.57M | $22.52M | -$4.04M | -15.22% |
Curtis Burkholder Bare Financial Services, Inc | 103 | $9,572.09 | $8,438.79 | -$1,133.3 | -11.84% |
Keisuke Ichihara Rakuten Securities, Inc. | 3 | $291.6 | $250.23 | -$41.37 | -14.19% |
Joshua Stipcich Tidemark, LLC | 1,430 | $107,043.67 | $117,109.85 | $10,066.18 | 9.4% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 34 | $3,304 | $2,784.6 | -$519.4 | -15.72% |
Christy Clarin Portfolio Design Labs, LLC | 5,389 | $475,467.06 | $447,448.67 | -$28,018.39 | -5.89% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9,266 | $793,631.34 | $759,719.34 | -$33,912 | -4.27% |
Craig Silberg EVERPAR ADVISORS LLC | 2,932 | $219,508.84 | $242,930.86 | $23,422.02 | 10.67% |
Matthew Stead Sachetta, LLC | 108 | $8,916.07 | $8,859.24 | -$56.83 | -0.64% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 479 | $46,513.98 | $39,244.47 | -$7,269.51 | -15.63% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 2,779 | $212,364.3 | $230,962.69 | $18,598.39 | 8.76% |
Amy Taylor Pingora Partners LLC | 400 | $29,385.43 | $33,108 | $3,722.57 | 12.67% |
Christopher Griffith Stablepoint Partners, LLC | 19,693 | $1.51M | $1.63M | $121,687.94 | 8.07% |
Alan Gilmore Private Wealth Management Group, LLC | 1,881 | $157,232.17 | $154,110.33 | -$3,121.84 | -1.99% |