| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,090 | $895,284.85 | $1.35M | $453,840.05 | 50.69% |
Amir Har-El Savvy Advisors, Inc. | 8,866 | $2.72M | $3.9M | $1.18M | 43.64% |
Ann Keitner Quantum Portfolio Management LLC | 406 | $147,021 | $176,141.07 | $29,120.07 | 19.81% |
Joseph Morrison Sentry LLC | 13,941 | $3.37M | $6.1M | $2.73M | 81.08% |
Cindi Hill Keener Financial Planning LLC | 733 | $204,660.93 | $322,512.67 | $117,851.74 | 57.58% |
David W. Lewis Lewis Asset Management, LLC | 3,864 | $1.17M | $1.68M | $507,293.83 | 43.26% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,207 | $331,706.87 | $522,365.46 | $190,658.59 | 57.48% |
Owen McCabe Tyche Wealth Partners LLC | 1,495 | $470,415.71 | $650,160.55 | $179,744.84 | 38.21% |
United Advisor Group LLC United Advisor Group, LLC | 1,429 | $386,530.02 | $620,414.64 | $233,884.62 | 60.51% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,323 | $698,161.14 | $1.01M | $311,430.92 | 44.61% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,176 | $1.54M | $2.26M | $718,448.73 | 46.73% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,178 | $340,180.89 | $517,421.19 | $177,240.3 | 52.1% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 902 | $319,687.8 | $392,487.26 | $72,799.46 | 22.77% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 587 | $173,413.88 | $258,585.24 | $85,171.36 | 49.11% |
Jeffrey McGrath Cetera Trust Company, N.A | 8,983 | $2.59M | $3.91M | $1.31M | 50.62% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,556 | $448,159.12 | $677,264.56 | $229,105.44 | 51.12% |
Jonathon Gold Gold Investment Management Ltd. | 945 | $272,178.99 | $413,947.04 | $141,768.05 | 52.09% |
PETER KRUSSEL Southland Equity Partners LLC | 1,403 | $369,658.78 | $610,669.78 | $241,011 | 65.2% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 29,742 | $8.34M | $12.97M | $4.63M | 55.47% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 859 | $244,230.62 | $377,367.29 | $133,136.67 | 54.51% |