| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Gallas Harbour Trust & Investment Management Co | 2,996 | $249,337.98 | $379,443.4 | $130,105.42 | 52.18% |
Amir Har-El Savvy Advisors, Inc. | 15,606 | $1.7M | $1.95M | $244,700.22 | 14.38% |
Ann Keitner Quantum Portfolio Management LLC | 4,618 | $605,722.9 | $584,200.09 | -$21,522.81 | -3.55% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 408 | $55,146.67 | $51,807.84 | -$3,338.83 | -6.05% |
Owen McCabe Tyche Wealth Partners LLC | 1,895 | $207,489.48 | $240,030.17 | $32,540.69 | 15.68% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,348 | $322,993.94 | $424,141.38 | $101,147.44 | 31.32% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 32,221 | $2.81M | $4.01M | $1.2M | 42.79% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 6,228 | $512,791.57 | $789,399 | $276,607.43 | 53.94% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 307 | $30,809.99 | $38,262.94 | $7,452.95 | 24.19% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 77 | $6,010 | $9,758.21 | $3,748.21 | 62.37% |
PETER KRUSSEL Southland Equity Partners LLC | 4,869 | $483,752.63 | $617,048.37 | $133,295.74 | 27.55% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 21,728 | $1.75M | $2.75M | $1.01M | 57.57% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,986 | $699,518.09 | $743,999.94 | $44,481.85 | 6.36% |
Taylor Wagner Valued Wealth Advisors LLC | 169 | $18,451.23 | $21,486.66 | $3,035.43 | 16.45% |
Steven JE Manders BKM Wealth Management, LLC | 5,229 | $536,268.26 | $660,413.81 | $124,145.55 | 23.15% |
Darin Sadow Freestone Grove Partners LP | 300,000 | $40.85M | $37.4M | -$3.46M | -8.46% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,905 | $290,203.59 | $368,092.55 | $77,888.96 | 26.84% |
Anthony Blagrove Traveka Wealth, LLC | 1,618 | $186,699.54 | $204,854.98 | $18,155.44 | 9.72% |
Julie Beswick Advantage Trust Co | 275 | $30,148.81 | $34,817.75 | $4,668.94 | 15.49% |
Curtis Burkholder Bare Financial Services, Inc | 107 | $12,647.18 | $13,299.03 | $651.85 | 5.15% |