| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 224,298 | $7.13M | $8.73M | $1.59M | 22.37% |
Joseph C. Gissy Tactive Advisors, LLC | 24,407 | $712,344.43 | $928,686.33 | $216,341.9 | 30.37% |
Menachem Striks Morton Capital Management LLC/CA | 24,397 | $649,756.24 | $928,305.83 | $278,549.59 | 42.87% |
Benj Foor Frazier Financial Advisors, LLC | 509 | $18,275.56 | $19,227.47 | $951.91 | 5.21% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 7,936 | $210,031.39 | $301,964.79 | $91,933.4 | 43.77% |
Derek Ripp Austin Wealth Management, LLC | 7,402 | $211,244.8 | $281,646.09 | $70,401.29 | 33.33% |
Amir Har-El Savvy Advisors, Inc. | 19,342 | $613,337.87 | $735,963.08 | $122,625.21 | 19.99% |
Ann Keitner Quantum Portfolio Management LLC | 750 | $27,570 | $29,175 | $1,605 | 5.82% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,500 | $55,140 | $57,075 | $1,935 | 3.51% |
Owen McCabe Tyche Wealth Partners LLC | 41,099 | $1.14M | $1.56M | $419,859.44 | 36.7% |
United Advisor Group LLC United Advisor Group, LLC | 69,464 | $2.06M | $2.64M | $582,472.75 | 28.27% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 13,957 | $400,493.22 | $527,225.67 | $126,732.45 | 31.64% |
PETER KRUSSEL Southland Equity Partners LLC | 10,470 | $248,133.71 | $398,383.49 | $150,249.78 | 60.55% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 39,047 | $1.08M | $1.49M | $401,674.98 | 37.05% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 430,166 | $13.69M | $16.37M | $2.68M | 19.57% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 62,480 | $1.67M | $2.38M | $706,675.91 | 42.3% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 71,073 | $2.03M | $2.7M | $669,754.2 | 32.99% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 5,896 | $216,737 | $224,342.79 | $7,605.79 | 3.51% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 6,136 | $232,184.85 | $233,474.79 | $1,289.94 | 0.56% |
Kevin Stillman Evernest Financial Advisors, LLC | 15,369 | $481,971.84 | $584,790.43 | $102,818.59 | 21.33% |