| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 210 | $33,571 | $32,188.8 | -$1,382.2 | -4.12% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,348 | $204,896 | $206,621.44 | $1,725.44 | 0.84% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 322 | $45,045.74 | $49,356.16 | $4,310.42 | 9.57% |
Jeffrey McGrath Cetera Trust Company, N.A | 463 | $60,495.6 | $69,843.55 | $9,347.95 | 15.45% |
PETER KRUSSEL Southland Equity Partners LLC | 5,689 | $775,347.41 | $872,009.92 | $96,662.51 | 12.47% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,767 | $268,361.76 | $270,845.76 | $2,484 | 0.93% |
Taylor Wagner Valued Wealth Advisors LLC | 5 | $625 | $766.4 | $141.4 | 22.62% |
Darin Sadow Freestone Grove Partners LP | 334,683 | $51.4M | $49.57M | -$1.83M | -3.56% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 44,122 | $5.77M | $6.41M | $642,154.22 | 11.13% |
Julie Beswick Advantage Trust Co | 510 | $66,876.24 | $78,172.8 | $11,296.56 | 16.89% |
Curtis Burkholder Bare Financial Services, Inc | 84 | $12,933.34 | $12,875.52 | -$57.82 | -0.45% |
Keisuke Ichihara Rakuten Securities, Inc. | 13 | $2,021.5 | $1,954.42 | -$67.08 | -3.32% |
Joshua Stipcich Tidemark, LLC | 23 | $3,576 | $3,465.87 | -$110.13 | -3.08% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,000 | $437,522.87 | $451,020 | $13,497.13 | 3.08% |
Craig Silberg EVERPAR ADVISORS LLC | 2,574 | $346,791.57 | $394,542.72 | $47,751.15 | 13.77% |
Matthew Stead Sachetta, LLC | 236 | $31,762.11 | $36,174.08 | $4,411.97 | 13.89% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 27 | $4,225.33 | $3,998.97 | -$226.36 | -5.36% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,737 | $257,358.29 | $266,247.36 | $8,889.07 | 3.45% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,314 | $204,300.88 | $201,409.92 | -$2,890.96 | -1.42% |
Brandon Hatton CONSCIOUS WEALTH INVESTMENTS, LLC | 27,670 | $4.48M | $4.02M | -$459,408.6 | -10.25% |