| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,356 | $288,557.37 | $282,088.68 | -$6,468.69 | -2.24% |
David Vollmer PFS Partners, LLC | 31 | $7,525.44 | $6,409.87 | -$1,115.57 | -14.82% |
Benj Foor Frazier Financial Advisors, LLC | 158 | $28,824 | $32,868.74 | $4,044.74 | 14.03% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,876 | $711,310.61 | $801,440.52 | $90,129.91 | 12.67% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,083 | $320,718.9 | $433,326.49 | $112,607.59 | 35.11% |
Amir Har-El Savvy Advisors, Inc. | 5,120 | $1.1M | $1.07M | -$37,085.59 | -3.36% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,237 | $193,105.77 | $255,774.49 | $62,668.72 | 32.45% |
United Advisor Group LLC United Advisor Group, LLC | 1,481 | $326,136.52 | $308,092.43 | -$18,044.09 | -5.53% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,205 | $648,717.14 | $874,766.15 | $226,049.01 | 34.85% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,596 | $339,400.71 | $332,015.88 | -$7,384.83 | -2.18% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 791 | $120,428.07 | $164,551.73 | $44,123.66 | 36.64% |
Jeffrey McGrath Cetera Trust Company, N.A | 46 | $6,032 | $9,569.38 | $3,537.38 | 58.64% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 411 | $75,063 | $85,500.33 | $10,437.33 | 13.9% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,462 | $746,558.68 | $720,199.86 | -$26,358.82 | -3.53% |
Taylor Wagner Valued Wealth Advisors LLC | 185 | $36,256.59 | $38,485.55 | $2,228.96 | 6.15% |
Darin Sadow Freestone Grove Partners LP | 152,930 | $27.9M | $31.81M | $3.92M | 14.03% |
| CPC Charles P. Cocke Jr LB Partners LLC | 70,056 | $14.72M | $14.57M | -$149,385.39 | -1.01% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 27,459 | $3.6M | $5.71M | $2.11M | 58.48% |
Dane Grouell Turning Point Benefit Group, Inc. | 1,336 | $287,308.06 | $277,928.08 | -$9,379.98 | -3.26% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,429 | $297,924.48 | $297,274.87 | -$649.61 | -0.22% |