| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 4,513 | $203,899.34 | $1.53M | $1.33M | 651.27% |
Benj Foor Frazier Financial Advisors, LLC | 15 | $9,581 | $5,089.65 | -$4,491.35 | -46.88% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 375 | $239,520 | $127,080 | -$112,440 | -46.94% |
Amir Har-El Savvy Advisors, Inc. | 3,852 | $555,426.91 | $1.33M | $775,862.81 | 139.69% |
Ann Keitner Quantum Portfolio Management LLC | 2,027 | $349,191.61 | $686,828.68 | $337,637.07 | 96.69% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 31 | $19,800.32 | $10,431.34 | -$9,368.98 | -47.32% |
United Advisor Group LLC United Advisor Group, LLC | 1,206 | $770,296 | $408,496.32 | -$361,799.68 | -46.97% |
Jeff Ramsey Quotient Wealth Partners, LLC | 835 | $533,146 | $284,217.3 | -$248,928.7 | -46.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 86 | $5,884.16 | $29,716.44 | $23,832.28 | 405.02% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 487 | $153,085.8 | $166,344.59 | $13,258.79 | 8.66% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,831 | $615,282.26 | $1.01M | $393,827.72 | 64.01% |
Taylor Wagner Valued Wealth Advisors LLC | 24 | $7,409.92 | $7,968 | $558.08 | 7.53% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 506 | $323,192 | $174,008.34 | -$149,183.66 | -46.16% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 798 | $509,699 | $271,447.68 | -$238,251.32 | -46.74% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 839 | $261,932.43 | $285,956.37 | $24,023.94 | 9.17% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,351 | $862,911 | $459,042.78 | -$403,868.22 | -46.8% |
Curtis Burkholder Bare Financial Services, Inc | 47 | $18,791.92 | $16,753.15 | -$2,038.77 | -10.85% |
Keisuke Ichihara Rakuten Securities, Inc. | 8,207 | $3.87M | $2.72M | -$1.14M | -29.59% |
Sam Tedawes Quantessence Capital LLC | 1,432 | $914,647 | $496,832.4 | -$417,814.6 | -45.68% |
Joshua Stipcich Tidemark, LLC | 4 | $1,082 | $1,384.76 | $302.76 | 27.98% |