| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 2,662 | $206,858.63 | $243,626.24 | $36,767.61 | 17.77% |
David Vollmer PFS Partners, LLC | 231 | $14,267 | $21,600.81 | $7,333.81 | 51.4% |
Amir Har-El Savvy Advisors, Inc. | 5,857 | $426,152.95 | $547,688.07 | $121,535.12 | 28.52% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 883 | $78,410 | $82,569.33 | $4,159.33 | 5.3% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 659 | $37,505.08 | $61,623.09 | $24,118.01 | 64.31% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,290 | $215,011.5 | $381,852.9 | $166,841.4 | 77.6% |
Jonathon Gold Gold Investment Management Ltd. | 15,342 | $764,805.3 | $1.42M | $650,647.62 | 85.07% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,323 | $362,140.33 | $497,753.73 | $135,613.4 | 37.45% |
Taylor Wagner Valued Wealth Advisors LLC | 6 | $299.04 | $561.06 | $262.02 | 87.62% |
Curtis Burkholder Bare Financial Services, Inc | 126 | $10,400.94 | $11,782.26 | $1,381.32 | 13.28% |
Joshua Stipcich Tidemark, LLC | 4 | $327 | $373.32 | $46.32 | 14.17% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,323 | $228,518 | $310,733.73 | $82,215.73 | 35.98% |
Christy Clarin Portfolio Design Labs, LLC | 5,442 | $432,846.72 | $500,391.9 | $67,545.18 | 15.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,262 | $217,046.62 | $290,350.62 | $73,304 | 33.77% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 4,265 | $348,995.43 | $398,820.15 | $49,824.72 | 14.28% |
Matthew Stead Sachetta, LLC | 112 | $6,839.29 | $10,473.12 | $3,633.83 | 53.13% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 89 | $7,279.12 | $8,145.28 | $866.16 | 11.9% |
Alan Gilmore Private Wealth Management Group, LLC | 290 | $22,255.89 | $27,117.9 | $4,862.01 | 21.85% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 392 | $27,564.88 | $35,875.84 | $8,310.96 | 30.15% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 53,947 | $2.92M | $4.8M | $1.88M | 64.19% |