| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 8,917 | $2.28M | $2.57M | $285,368.66 | 12.49% |
Joseph Morrison Sentry LLC | 26,667 | $5.97M | $7.69M | $1.72M | 28.76% |
David W. Lewis Lewis Asset Management, LLC | 3,565 | $1.07M | $1.02M | -$46,932.36 | -4.39% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,953 | $501,961.2 | $846,477.45 | $344,516.25 | 68.63% |
Owen McCabe Tyche Wealth Partners LLC | 2,295 | $595,462.11 | $657,150.3 | $61,688.19 | 10.36% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,915 | $676,694.25 | $834,389.6 | $157,695.35 | 23.3% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,116 | $326,372.22 | $319,711.68 | -$6,660.54 | -2.04% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,747 | $688,623.73 | $786,878.15 | $98,254.42 | 14.27% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 353 | $83,619.2 | $101,660.47 | $18,041.27 | 21.58% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 104 | $24,823.76 | $29,808.48 | $4,984.72 | 20.08% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 29,906 | $7.27M | $8.59M | $1.32M | 18.11% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 14,906 | $3.72M | $4.26M | $538,341.88 | 14.47% |
Taylor Wagner Valued Wealth Advisors LLC | 311 | $81,289.92 | $89,847.9 | $8,557.98 | 10.53% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 5,220 | $1.51M | $1.5M | -$6,317.03 | -0.42% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,325 | $1.02M | $1.24M | $220,686.2 | 21.65% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,293 | $301,247.3 | $372,254.7 | $71,007.4 | 23.57% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,571 | $2.24M | $2.46M | $215,996.95 | 9.63% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,108 | $263,271.42 | $320,921.12 | $57,649.7 | 21.9% |
Kent Keister Bear Mountain Capital, Inc. | 400 | $94,115.47 | $114,692 | $20,576.53 | 21.86% |
Curtis Burkholder Bare Financial Services, Inc | 75 | $19,700.99 | $21,423.75 | $1,722.76 | 8.74% |