| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 16,163 | $4.62M | $8.96M | $4.33M | 93.69% |
KKM Financial LLC KKM Financial LLC | 28,284 | $6.06M | $17.13M | $11.07M | 182.75% |
Joseph C. Gissy Tactive Advisors, LLC | 7,303 | $1.32M | $4.17M | $2.85M | 216.65% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,642 | $418,071.29 | $1.6M | $1.18M | 282.66% |
Menachem Striks Morton Capital Management LLC/CA | 408 | $237,012 | $232,894.56 | -$4,117.44 | -1.74% |
David Vollmer PFS Partners, LLC | 236 | $83,689.59 | $134,713.52 | $51,023.93 | 60.97% |
Benj Foor Frazier Financial Advisors, LLC | 473 | $113,885.97 | $269,997.86 | $156,111.89 | 137.08% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,826 | $278,258.84 | $1.04M | $764,058.5 | 274.59% |
Amir Har-El Savvy Advisors, Inc. | 26,563 | $5.48M | $14.65M | $9.18M | 167.52% |
Ann Keitner Quantum Portfolio Management LLC | 1,732 | $370,055.56 | $988,660.26 | $618,604.7 | 167.17% |
Cindi Hill Keener Financial Planning LLC | 753 | $107,501.04 | $411,823.23 | $304,322.19 | 283.09% |
David W. Lewis Lewis Asset Management, LLC | 7,524 | $948,351.3 | $4.56M | $3.61M | 380.41% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,364 | $225,813.57 | $745,207.76 | $519,394.19 | 230.01% |
Owen McCabe Tyche Wealth Partners LLC | 1,423 | $289,480.84 | $812,276.87 | $522,796.03 | 180.6% |
United Advisor Group LLC United Advisor Group, LLC | 13,969 | $2.26M | $7.97M | $5.71M | 252.82% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,581 | $1.69M | $6.04M | $4.35M | 257.91% |
CARL LYMANGOOD Petros Family Wealth, LLC | 4,064 | $699,417.15 | $2.32M | $1.62M | 231.68% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 2,494 | $534,116.63 | $1.41M | $875,591.93 | 163.93% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,395 | $374,456.08 | $1.37M | $992,657.84 | 265.09% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,441 | $443,837.76 | $1.39M | $949,533.88 | 213.94% |