| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 4,577 | $1.4M | $1.83M | $432,618.59 | 30.94% |
Ann Keitner Quantum Portfolio Management LLC | 1,959 | $574,731.75 | $790,113.67 | $215,381.92 | 37.48% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 656 | $209,174.18 | $261,429.12 | $52,254.94 | 24.98% |
Owen McCabe Tyche Wealth Partners LLC | 776 | $210,389.87 | $315,366.4 | $104,976.53 | 49.9% |
United Advisor Group LLC United Advisor Group, LLC | 1,130 | $290,496.89 | $455,757.25 | $165,260.36 | 56.89% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,643 | $585,567.19 | $1.07M | $484,504.22 | 82.74% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,351 | $800,521.39 | $1.36M | $557,538.38 | 69.65% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,569 | $311,540.71 | $633,813.24 | $322,272.53 | 103.44% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 754 | $204,589.79 | $306,425.6 | $101,835.81 | 49.78% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 8,499 | $1.79M | $3.47M | $1.68M | 93.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 387 | $78,468.9 | $155,117.34 | $76,648.44 | 97.68% |
Jeffrey McGrath Cetera Trust Company, N.A | 146 | $28,990 | $59,271.62 | $30,281.62 | 104.46% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 652 | $210,308.21 | $266,074.68 | $55,766.47 | 26.52% |
PETER KRUSSEL Southland Equity Partners LLC | 640 | $253,995.86 | $260,707.2 | $6,711.34 | 2.64% |
Jon Deven Mouton CAP Partners, LLC | 615 | $244,260 | $249,868.35 | $5,608.35 | 2.3% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,128 | $890,458.62 | $1.26M | $373,097.01 | 41.9% |
Taylor Wagner Valued Wealth Advisors LLC | 145 | $30,038 | $57,329.37 | $27,291.37 | 90.86% |
Steven JE Manders BKM Wealth Management, LLC | 12,810 | $2.8M | $5.2M | $2.4M | 85.85% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 35,321 | $8.02M | $14.16M | $6.14M | 76.56% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 20,325 | $4.39M | $8.29M | $3.89M | 88.64% |