| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,464 | $651,772.93 | $728,662.08 | $76,889.15 | 11.8% |
David Vollmer PFS Partners, LLC | 158 | $48,089.54 | $79,060.04 | $30,970.5 | 64.4% |
Benj Foor Frazier Financial Advisors, LLC | 29 | $12,721.88 | $14,717.79 | $1,995.91 | 15.69% |
Amir Har-El Savvy Advisors, Inc. | 1,821 | $810,794.26 | $927,061.99 | $116,267.73 | 14.34% |
Ann Keitner Quantum Portfolio Management LLC | 807 | $344,786.65 | $410,609.67 | $65,823.02 | 19.09% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 12 | $5,961 | $6,109.14 | $148.14 | 2.49% |
William Ramsay Financial Symmetry Inc | 760 | $309,485.76 | $381,755.6 | $72,269.84 | 23.35% |
United Advisor Group LLC United Advisor Group, LLC | 539 | $232,353.34 | $273,132.86 | $40,779.52 | 17.55% |
Jeff Ramsey Quotient Wealth Partners, LLC | 995 | $429,126.97 | $504,405.3 | $75,278.33 | 17.54% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 15 | $6,821.93 | $7,608.6 | $786.67 | 11.53% |
Jeffrey McGrath Cetera Trust Company, N.A | 21 | $8,545 | $10,645.74 | $2,100.74 | 24.58% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 405 | $201,176 | $201,576.6 | $400.6 | 0.2% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,009 | $453,724.65 | $512,077.59 | $58,352.94 | 12.86% |
Taylor Wagner Valued Wealth Advisors LLC | 35 | $16,018.24 | $16,698.5 | $680.26 | 4.25% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 859 | $408,339.22 | $429,783.47 | $21,444.25 | 5.25% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 452 | $224,522 | $224,969.44 | $447.44 | 0.2% |
Anthony Blagrove Traveka Wealth, LLC | 404 | $200,634 | $205,674.38 | $5,040.38 | 2.51% |
Cody Gehman Stonebridge Financial Group, LLC | 473 | $235,996.39 | $247,289.13 | $11,292.74 | 4.79% |
Curtis Burkholder Bare Financial Services, Inc | 12 | $5,179.64 | $6,072 | $892.36 | 17.23% |
Keisuke Ichihara Rakuten Securities, Inc. | 28 | $11,974.14 | $14,188.72 | $2,214.58 | 18.49% |