| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ann Keitner Quantum Portfolio Management LLC | 406 | $147,021 | $168,575.26 | $21,554.26 | 14.66% |
Joseph Morrison Sentry LLC | 13,941 | $3.37M | $5.79M | $2.42M | 71.75% |
Cindi Hill Keener Financial Planning LLC | 733 | $204,660.93 | $282,322.28 | $77,661.35 | 37.95% |
David W. Lewis Lewis Asset Management, LLC | 3,649 | $1.08M | $1.41M | $323,462.6 | 29.9% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,126 | $297,564.53 | $433,690.16 | $136,125.63 | 45.75% |
Owen McCabe Tyche Wealth Partners LLC | 1,495 | $470,415.71 | $583,079.88 | $112,664.17 | 23.95% |
United Advisor Group LLC United Advisor Group, LLC | 1,429 | $386,530.02 | $550,393.64 | $163,863.62 | 42.39% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,300 | $689,832.93 | $885,868 | $196,035.07 | 28.42% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,176 | $1.54M | $1.99M | $456,129.05 | 29.67% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,178 | $340,180.89 | $453,718.48 | $113,537.59 | 33.38% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 902 | $319,687.8 | $347,414.32 | $27,726.52 | 8.67% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 587 | $173,413.88 | $226,088.92 | $52,675.04 | 30.38% |
Jeffrey McGrath Cetera Trust Company, N.A | 8,983 | $2.59M | $3.74M | $1.14M | 44.14% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,556 | $448,159.12 | $599,308.96 | $151,149.84 | 33.73% |
Jonathon Gold Gold Investment Management Ltd. | 945 | $272,178.99 | $368,568.89 | $96,389.9 | 35.41% |
PETER KRUSSEL Southland Equity Partners LLC | 1,418 | $373,286.08 | $546,156.88 | $172,870.8 | 46.31% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 28,719 | $7.91M | $11.06M | $3.15M | 39.79% |
| WG William Garver Leibman Financial Services, Inc. | 11,566 | $3.35M | $4.45M | $1.11M | 33.02% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 859 | $244,230.62 | $357,498.62 | $113,268 | 46.38% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 9,709 | $2.94M | $3.74M | $799,238.13 | 27.18% |