| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 158 | $48,089.54 | $75,381.8 | $27,292.26 | 56.75% |
Benj Foor Frazier Financial Advisors, LLC | 29 | $12,721.88 | $14,395.02 | $1,673.14 | 13.15% |
Amir Har-El Savvy Advisors, Inc. | 1,821 | $810,794.26 | $868,799.12 | $58,004.86 | 7.15% |
Ann Keitner Quantum Portfolio Management LLC | 801 | $341,806.27 | $382,157.11 | $40,350.84 | 11.81% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 12 | $5,961 | $5,725.2 | -$235.8 | -3.96% |
William Ramsay Financial Symmetry Inc | 760 | $309,485.76 | $362,596.01 | $53,110.25 | 17.16% |
United Advisor Group LLC United Advisor Group, LLC | 539 | $232,353.34 | $257,156.91 | $24,803.57 | 10.67% |
Jeff Ramsey Quotient Wealth Partners, LLC | 995 | $429,126.97 | $474,714.51 | $45,587.54 | 10.62% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 15 | $6,821.93 | $7,156.5 | $334.57 | 4.9% |
Jeffrey McGrath Cetera Trust Company, N.A | 21 | $8,545 | $10,019.1 | $1,474.1 | 17.25% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 280 | $125,045 | $133,588 | $8,543 | 6.83% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 405 | $201,176 | $193,225.5 | -$7,950.5 | -3.95% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,009 | $453,724.65 | $481,393.91 | $27,669.26 | 6.1% |
Taylor Wagner Valued Wealth Advisors LLC | 35 | $16,018.24 | $16,698.5 | $680.26 | 4.25% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 612 | $285,646.93 | $291,985.21 | $6,338.28 | 2.22% |
Anthony Blagrove Traveka Wealth, LLC | 404 | $200,634 | $192,748.4 | -$7,885.6 | -3.93% |
Cody Gehman Stonebridge Financial Group, LLC | 433 | $215,084 | $206,584.3 | -$8,499.7 | -3.95% |
Curtis Burkholder Bare Financial Services, Inc | 12 | $5,179.64 | $5,725.2 | $545.56 | 10.53% |
Keisuke Ichihara Rakuten Securities, Inc. | 20 | $8,000.42 | $9,542 | $1,541.58 | 19.27% |
Joshua Stipcich Tidemark, LLC | 25 | $10,804.98 | $12,409.5 | $1,604.52 | 14.85% |