| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Douberly Burford Brothers, Inc. | 878 | $231,602.1 | $264,005.82 | $32,403.72 | 13.99% |
James Rankin Modern Wealth Management, LLC | 1,529 | $398,780.14 | $451,727.76 | $52,947.62 | 13.28% |
Benj Foor Frazier Financial Advisors, LLC | 28 | $7,726.59 | $8,321.04 | $594.45 | 7.69% |
Lydia Gallas Harbour Trust & Investment Management Co | 14,518 | $3.98M | $4.37M | $390,389.17 | 9.82% |
Amir Har-El Savvy Advisors, Inc. | 1,098 | $283,198.23 | $324,195.48 | $40,997.25 | 14.48% |
David W. Lewis Lewis Asset Management, LLC | 1,153 | $318,440.55 | $343,611.29 | $25,170.74 | 7.9% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 305 | $89,419.5 | $90,737.5 | $1,318 | 1.47% |
Owen McCabe Tyche Wealth Partners LLC | 3,732 | $1.03M | $1.11M | $81,505.08 | 7.92% |
United Advisor Group LLC United Advisor Group, LLC | 1,426 | $379,046.65 | $423,336.62 | $44,289.97 | 11.68% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,221 | $316,685.84 | $363,748.11 | $47,062.27 | 14.86% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,195 | $347,318.23 | $357,687.4 | $10,369.17 | 2.99% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 701 | $203,634 | $207,587.13 | $3,953.13 | 1.94% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 907 | $247,021.58 | $270,299.6 | $23,278.02 | 9.42% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 469 | $131,930.95 | $138,411.28 | $6,480.33 | 4.91% |
Jeffrey McGrath Cetera Trust Company, N.A | 128 | $35,046 | $38,092.8 | $3,046.8 | 8.69% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 15,006 | $4.27M | $4.45M | $179,355.51 | 4.2% |
Taylor Wagner Valued Wealth Advisors LLC | 185 | $49,255.54 | $55,400.1 | $6,144.56 | 12.47% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 9,736 | $2.83M | $2.88M | $46,625.36 | 1.65% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 7,054 | $1.98M | $2.12M | $135,617.72 | 6.85% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,125 | $824,244.07 | $930,531.22 | $106,287.15 | 12.9% |