| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 1,433 | $401,767.88 | $536,457.87 | $134,689.99 | 33.52% |
Ann Keitner Quantum Portfolio Management LLC | 462 | $152,515 | $171,106.32 | $18,591.32 | 12.19% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,667 | $660,722.28 | $1.37M | $712,055.8 | 107.77% |
United Advisor Group LLC United Advisor Group, LLC | 1,006 | $243,629.86 | $376,606.15 | $132,976.29 | 54.58% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,491 | $303,194.02 | $558,170.75 | $254,976.73 | 84.1% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,518 | $314,333.14 | $568,278.46 | $253,945.32 | 80.79% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 546 | $112,115.36 | $204,400.55 | $92,285.19 | 82.31% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,454 | $410,765.46 | $544,319.43 | $133,553.97 | 32.51% |
Taylor Wagner Valued Wealth Advisors LLC | 381 | $82,926.64 | $142,631.16 | $59,704.52 | 72% |
Darin Sadow Freestone Grove Partners LP | 135,584 | $37.86M | $50.21M | $12.36M | 32.64% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 845 | $278,951 | $317,390.45 | $38,439.45 | 13.78% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,114 | $367,754 | $417,037.03 | $49,283.03 | 13.4% |
Julie Beswick Advantage Trust Co | 55 | $18,157 | $20,589.8 | $2,432.8 | 13.4% |
Cody Gehman Stonebridge Financial Group, LLC | 699 | $204,191.96 | $261,677.63 | $57,485.67 | 28.15% |
Curtis Burkholder Bare Financial Services, Inc | 46 | $13,645.9 | $17,220.56 | $3,574.66 | 26.2% |
Kevin Stillman Evernest Financial Advisors, LLC | 3,037 | $553,833.54 | $1.15M | $591,570.98 | 106.81% |
Keisuke Ichihara Rakuten Securities, Inc. | 7 | $2,113.94 | $2,591.12 | $477.18 | 22.57% |
Joshua Stipcich Tidemark, LLC | 2 | $583 | $768.67 | $185.67 | 31.85% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 7,141 | $1.49M | $2.67M | $1.18M | 79.4% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 13 | $3,771 | $4,866.68 | $1,095.68 | 29.06% |