| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 5,979 | $777,111.91 | $961,393.3 | $184,281.39 | 23.71% |
David Vollmer PFS Partners, LLC | 776 | $101,843.92 | $124,563.52 | $22,719.6 | 22.31% |
Benj Foor Frazier Financial Advisors, LLC | 60 | $6,894.98 | $9,616.2 | $2,721.22 | 39.47% |
Lydia Gallas Harbour Trust & Investment Management Co | 21,791 | $2.12M | $3.55M | $1.43M | 67.56% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,644 | $378,598 | $430,641.5 | $52,043.5 | 13.75% |
Amir Har-El Savvy Advisors, Inc. | 14,329 | $1.86M | $2.3M | $443,970.83 | 23.86% |
Joseph Morrison Sentry LLC | 4,728 | $412,018.38 | $774,588.24 | $362,569.86 | 88% |
David W. Lewis Lewis Asset Management, LLC | 4,666 | $619,129.24 | $754,072.26 | $134,943.02 | 21.8% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,077 | $331,404.82 | $491,919.99 | $160,515.17 | 48.43% |
Owen McCabe Tyche Wealth Partners LLC | 2,692 | $275,027.6 | $433,533.14 | $158,505.54 | 57.63% |
United Advisor Group LLC United Advisor Group, LLC | 2,682 | $303,323.39 | $429,951.42 | $126,628.03 | 41.75% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,405 | $409,471.86 | $547,098.37 | $137,626.51 | 33.61% |
CARL LYMANGOOD Petros Family Wealth, LLC | 10,351 | $1.31M | $1.7M | $386,417.11 | 29.51% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,536 | $169,205.28 | $248,448 | $79,242.72 | 46.83% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,555 | $389,232.74 | $572,514.97 | $183,282.23 | 47.09% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,323 | $553,998.98 | $698,640.03 | $144,641.05 | 26.11% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 430 | $42,571.54 | $69,023.6 | $26,452.06 | 62.14% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 33 | $3,637.08 | $5,316.79 | $1,679.71 | 46.18% |
Jonathon Gold Gold Investment Management Ltd. | 25 | $2,433 | $4,067.75 | $1,634.75 | 67.19% |
PETER KRUSSEL Southland Equity Partners LLC | 1,878 | $250,095.61 | $302,573.97 | $52,478.36 | 20.98% |