| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 207 | $46,958.01 | $97,285.86 | $50,327.85 | 107.18% |
Benj Foor Frazier Financial Advisors, LLC | 80 | $33,340 | $37,598.4 | $4,258.4 | 12.77% |
Amir Har-El Savvy Advisors, Inc. | 2,342 | $913,296.71 | $1.1M | $187,396.47 | 20.52% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 913 | $144,220.44 | $429,091.75 | $284,871.31 | 197.52% |
United Advisor Group LLC United Advisor Group, LLC | 679 | $296,381.5 | $319,116.43 | $22,734.93 | 7.67% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,397 | $399,093.83 | $656,562.07 | $257,468.24 | 64.51% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 12 | $3,602.4 | $5,639.76 | $2,037.36 | 56.56% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 255 | $106,148 | $119,844.9 | $13,696.9 | 12.9% |
Donald Hatcher Solutions 4 Wealth, Ltd | 607 | $236,244 | $285,277.87 | $49,033.87 | 20.76% |
PETER KRUSSEL Southland Equity Partners LLC | 420 | $206,287 | $197,391.6 | -$8,895.4 | -4.31% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 23,252 | $8.68M | $10.93M | $2.25M | 25.86% |
Taylor Wagner Valued Wealth Advisors LLC | 16 | $5,659.54 | $7,519.68 | $1,860.14 | 32.87% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 1,850 | $451,215 | $869,463.02 | $418,248.02 | 92.69% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,337 | $426,694.45 | $628,363.27 | $201,668.82 | 47.26% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,272 | $310,676.7 | $597,814.57 | $287,137.87 | 92.42% |
Cody Gehman Stonebridge Financial Group, LLC | 891 | $313,835.44 | $418,752.19 | $104,916.75 | 33.43% |
Curtis Burkholder Bare Financial Services, Inc | 24 | $9,865.4 | $11,279.52 | $1,414.12 | 14.33% |
Keisuke Ichihara Rakuten Securities, Inc. | 6 | $2,531.67 | $2,819.88 | $288.21 | 11.38% |
Joshua Stipcich Tidemark, LLC | 1 | $417 | $469.98 | $52.98 | 12.71% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,858 | $467,753.98 | $873,222.86 | $405,468.88 | 86.68% |