| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nitin Wadke Tribune Investment Group LP | 25,860 | $6.02M | $8.17M | $2.15M | 35.77% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,953 | $1.6M | $2.2M | $604,058.18 | 37.75% |
Robert Shea NEOS Investment Management LLC | 30,997 | $6.57M | $9.83M | $3.26M | 49.63% |
RENEE PILKENTON Exchange Bank | 2,703 | $537,140.36 | $853,674.97 | $316,534.61 | 58.93% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 871 | $199,378.11 | $275,893.6 | $76,515.49 | 38.38% |
James Rankin Modern Wealth Management, LLC | 2,454 | $632,341.34 | $777,967.06 | $145,625.72 | 23.03% |
KKM Financial LLC KKM Financial LLC | 18,020 | $3.66M | $5.69M | $2.03M | 55.31% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 24,960 | $5.45M | $7.88M | $2.44M | 44.75% |
David Vollmer PFS Partners, LLC | 425 | $88,514.75 | $134,733.5 | $46,218.75 | 52.22% |
Benj Foor Frazier Financial Advisors, LLC | 1 | $183.04 | $317.02 | $133.98 | 73.2% |
Amir Har-El Savvy Advisors, Inc. | 4,204 | $932,594.27 | $1.33M | $400,704.29 | 42.97% |
Joseph Morrison Sentry LLC | 353,355 | $71.28M | $112.02M | $40.74M | 57.15% |
Owen McCabe Tyche Wealth Partners LLC | 1,510 | $309,985.17 | $478,700.18 | $168,715.01 | 54.43% |
United Advisor Group LLC United Advisor Group, LLC | 2,355 | $547,608.24 | $746,582.08 | $198,973.84 | 36.34% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,470 | $307,335.56 | $466,019.39 | $158,683.83 | 51.63% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 906 | $186,255.39 | $287,220.11 | $100,964.72 | 54.21% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 182 | $36,509.92 | $57,721.3 | $21,211.38 | 58.1% |
Jeffrey McGrath Cetera Trust Company, N.A | 7,645 | $1.56M | $2.42M | $864,058.67 | 55.4% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 100 | $20,371 | $31,702 | $11,331 | 55.62% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 172 | $49,333.04 | $54,549.8 | $5,216.76 | 10.57% |