| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 516 | $78,141.27 | $109,763.52 | $31,622.25 | 40.47% |
Benj Foor Frazier Financial Advisors, LLC | 76 | $11,087.41 | $16,166.72 | $5,079.31 | 45.81% |
Amir Har-El Savvy Advisors, Inc. | 1,562 | $341,683.51 | $326,926.6 | -$14,756.91 | -4.32% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,760 | $599,703.83 | $583,395 | -$16,308.83 | -2.72% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,566 | $221,482 | $332,994.24 | $111,512.24 | 50.35% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 153 | $23,101.3 | $32,016.01 | $8,914.71 | 38.59% |
Jeffrey McGrath Cetera Trust Company, N.A | 41 | $5,862 | $8,733.82 | $2,871.82 | 48.99% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 33 | $4,940 | $7,043.35 | $2,103.35 | 42.58% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,325 | $473,374.44 | $495,201.77 | $21,827.33 | 4.61% |
Taylor Wagner Valued Wealth Advisors LLC | 82 | $14,607.72 | $17,432.38 | $2,824.66 | 19.34% |
Curtis Burkholder Bare Financial Services, Inc | 100 | $17,772.93 | $21,299 | $3,526.07 | 19.84% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,420 | $522,916.91 | $727,160.4 | $204,243.49 | 39.06% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 43 | $8,669 | $8,973.02 | $304.02 | 3.51% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,863 | $509,092.24 | $601,945.75 | $92,853.51 | 18.24% |
Matthew Stead Sachetta, LLC | 106 | $17,365.4 | $22,169.9 | $4,804.5 | 27.67% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 87 | $18,104.3 | $18,530.13 | $425.83 | 2.35% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,915 | $399,100.93 | $407,358.8 | $8,257.87 | 2.07% |
Christian Scharosch 1248 Management, LLC | 3,347 | $735,045.85 | $713,178.76 | -$21,867.09 | -2.97% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 8,763 | $1.92M | $1.86M | -$61,866.36 | -3.22% |
Alan Gilmore Private Wealth Management Group, LLC | 67 | $12,380.03 | $14,270.33 | $1,890.3 | 15.27% |