| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Morrison Sentry LLC | 538 | $264,244 | $247,011.94 | -$17,232.06 | -6.52% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 827 | $129,372.52 | $378,815.62 | $249,443.1 | 192.81% |
United Advisor Group LLC United Advisor Group, LLC | 538 | $234,706.64 | $247,512.28 | $12,805.64 | 5.46% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,472 | $435,941.61 | $678,474.24 | $242,532.63 | 55.63% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 77 | $35,527.53 | $34,824.4 | -$703.13 | -1.98% |
Donald Hatcher Solutions 4 Wealth, Ltd | 607 | $236,244 | $272,221.29 | $35,977.29 | 15.23% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 25,147 | $9.57M | $11.5M | $1.94M | 20.24% |
Taylor Wagner Valued Wealth Advisors LLC | 19 | $7,133.18 | $8,720.43 | $1,587.25 | 22.25% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 1,850 | $451,215 | $836,690.25 | $385,475.25 | 85.43% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 431 | $211,882 | $198,940.98 | -$12,941.02 | -6.11% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 596 | $292,720 | $275,524.84 | -$17,195.16 | -5.87% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,403 | $459,117.9 | $647,274.05 | $188,156.15 | 40.98% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,115 | $272,384.4 | $515,553.7 | $243,169.3 | 89.27% |
Cody Gehman Stonebridge Financial Group, LLC | 854 | $300,169.47 | $393,992.9 | $93,823.43 | 31.26% |
Curtis Burkholder Bare Financial Services, Inc | 47 | $21,161.83 | $21,495.92 | $334.09 | 1.58% |
Keisuke Ichihara Rakuten Securities, Inc. | 8 | $3,513.92 | $3,671.76 | $157.84 | 4.49% |
Joshua Stipcich Tidemark, LLC | 1 | $417 | $453.01 | $36.01 | 8.64% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,040 | $557,145.06 | $939,420 | $382,274.94 | 68.61% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 940 | $232,452.17 | $434,646.6 | $202,194.43 | 86.98% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 25 | $10,716.64 | $11,315.87 | $599.23 | 5.59% |