| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 776 | $101,843.92 | $105,986.08 | $4,142.16 | 4.07% |
Benj Foor Frazier Financial Advisors, LLC | 60 | $6,894.98 | $8,372.4 | $1,477.42 | 21.43% |
Lydia Gallas Harbour Trust & Investment Management Co | 22,571 | $2.2M | $3.15M | $953,173.86 | 43.39% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,644 | $378,598 | $368,943.73 | -$9,654.27 | -2.55% |
Amir Har-El Savvy Advisors, Inc. | 15,512 | $1.99M | $2.12M | $127,744.5 | 6.42% |
Joseph Morrison Sentry LLC | 4,728 | $412,018.38 | $659,745.07 | $247,726.69 | 60.13% |
David W. Lewis Lewis Asset Management, LLC | 4,666 | $619,129.24 | $651,093.59 | $31,964.35 | 5.16% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,077 | $331,404.82 | $420,256.66 | $88,851.84 | 26.81% |
Owen McCabe Tyche Wealth Partners LLC | 2,409 | $234,519.7 | $336,151.84 | $101,632.14 | 43.34% |
United Advisor Group LLC United Advisor Group, LLC | 2,695 | $304,755.47 | $376,060.27 | $71,304.8 | 23.4% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,955 | $345,047.33 | $412,340.67 | $67,293.34 | 19.5% |
CARL LYMANGOOD Petros Family Wealth, LLC | 9,927 | $1.25M | $1.39M | $136,522.08 | 10.93% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,536 | $169,205.28 | $214,333.42 | $45,128.14 | 26.67% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,018 | $312,364.71 | $421,131.69 | $108,766.98 | 34.82% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,500 | $668,558.38 | $767,469.94 | $98,911.56 | 14.79% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 430 | $42,571.54 | $58,729.4 | $16,157.86 | 37.95% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 33 | $3,637.08 | $4,604.82 | $967.74 | 26.61% |
Jonathon Gold Gold Investment Management Ltd. | 25 | $2,433 | $3,488.5 | $1,055.5 | 43.38% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 336 | $44,023 | $45,890.88 | $1,867.88 | 4.24% |
PETER KRUSSEL Southland Equity Partners LLC | 2,013 | $268,097.2 | $280,894 | $12,796.8 | 4.77% |