| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Gallas Harbour Trust & Investment Management Co | 7,475 | $414,331.61 | $867,025.25 | $452,693.64 | 109.26% |
Amir Har-El Savvy Advisors, Inc. | 69,753 | $4.55M | $8.09M | $3.54M | 77.71% |
Ann Keitner Quantum Portfolio Management LLC | 5,968 | $431,631.69 | $692,228.32 | $260,596.63 | 60.37% |
Joseph Morrison Sentry LLC | 21,424 | $1.13M | $2.48M | $1.36M | 120.63% |
David W. Lewis Lewis Asset Management, LLC | 26,202 | $1.83M | $3.04M | $1.21M | 66.2% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 17,865 | $862,278.32 | $2.07M | $1.21M | 140.31% |
Owen McCabe Tyche Wealth Partners LLC | 13,414 | $720,314.61 | $1.63M | $909,486.39 | 126.26% |
William Ramsay Financial Symmetry Inc | 9,333 | $549,464.67 | $1.08M | $533,070 | 97.02% |
United Advisor Group LLC United Advisor Group, LLC | 15,811 | $1.02M | $1.83M | $811,184.98 | 79.32% |
Jeff Ramsey Quotient Wealth Partners, LLC | 16,455 | $964,298.18 | $1.91M | $944,317.27 | 97.93% |
CARL LYMANGOOD Petros Family Wealth, LLC | 22,953 | $1.39M | $2.66M | $1.27M | 91.43% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 3,942 | $201,170.09 | $457,232.58 | $256,062.49 | 127.29% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 9,938 | $641,246.66 | $1.21M | $565,425.3 | 88.18% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 10,403 | $695,451.19 | $1.21M | $511,192.78 | 73.51% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,071 | $110,078.56 | $240,215.29 | $130,136.73 | 118.22% |
Jeffrey McGrath Cetera Trust Company, N.A | 3,295 | $166,463.04 | $382,187.05 | $215,724.01 | 129.59% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 6,023 | $313,858.57 | $698,607.77 | $384,749.2 | 122.59% |
Jonathon Gold Gold Investment Management Ltd. | 42,090 | $2.16M | $5.11M | $2.96M | 137% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,412 | $285,605.56 | $511,747.88 | $226,142.32 | 79.18% |
PETER KRUSSEL Southland Equity Partners LLC | 7,875 | $413,108.49 | $913,421.25 | $500,312.76 | 121.11% |