| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,155 | $352,096.3 | $395,495.02 | $43,398.72 | 12.33% |
Owen McCabe Tyche Wealth Partners LLC | 4,834 | $477,055.25 | $605,966.07 | $128,910.82 | 27.02% |
William Ramsay Financial Symmetry Inc | 2,940 | $347,196.51 | $367,779.3 | $20,582.79 | 5.93% |
United Advisor Group LLC United Advisor Group, LLC | 3,285 | $383,978.02 | $411,791.17 | $27,813.15 | 7.24% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,873 | $402,305.39 | $485,499.91 | $83,194.52 | 20.68% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,957 | $600,979.04 | $621,384.73 | $20,405.69 | 3.4% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,787 | $367,674.63 | $474,719.38 | $107,044.75 | 29.11% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 462 | $44,832.3 | $57,974.07 | $13,141.77 | 29.31% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 3,608 | $347,489.31 | $452,280.84 | $104,791.53 | 30.16% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 722 | $94,545 | $90,600.17 | -$3,944.83 | -4.17% |
PETER KRUSSEL Southland Equity Partners LLC | 4,679 | $464,921.26 | $587,729.19 | $122,807.93 | 26.41% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 54,470 | $5.08M | $6.77M | $1.69M | 33.34% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 38,790 | $4.69M | $4.87M | $172,800.5 | 3.68% |
Taylor Wagner Valued Wealth Advisors LLC | 57 | $7,174.42 | $7,152.64 | -$21.78 | -0.3% |
Steven JE Manders BKM Wealth Management, LLC | 2,813 | $319,913.27 | $352,623.61 | $32,710.34 | 10.22% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,787 | $218,126.23 | $224,241.69 | $6,115.46 | 2.8% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 16,923 | $1.84M | $2.12M | $283,141.47 | 15.38% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,147 | $502,350.68 | $520,386.29 | $18,035.61 | 3.59% |
Anthony Blagrove Traveka Wealth, LLC | 1,622 | $212,385 | $203,536.67 | -$8,848.33 | -4.17% |
Michel Del Buono a16z Perennial Management, L.P. | 1,847 | $228,566.25 | $231,770.79 | $3,204.54 | 1.4% |