| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Gallas Harbour Trust & Investment Management Co | 1,428 | $370,808.35 | $523,797.54 | $152,989.19 | 41.26% |
Amir Har-El Savvy Advisors, Inc. | 8,506 | $2.75M | $3.12M | $366,777.14 | 13.32% |
Joseph Morrison Sentry LLC | 2,173 | $495,627.74 | $797,067.26 | $301,439.52 | 60.82% |
David W. Lewis Lewis Asset Management, LLC | 666 | $227,189.58 | $244,292.13 | $17,102.55 | 7.53% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,604 | $493,891.84 | $588,355.22 | $94,463.38 | 19.13% |
Owen McCabe Tyche Wealth Partners LLC | 1,204 | $315,761.5 | $441,633.22 | $125,871.72 | 39.86% |
United Advisor Group LLC United Advisor Group, LLC | 688 | $234,247.77 | $252,361.84 | $18,114.07 | 7.73% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,823 | $743,692.57 | $1.04M | $291,797.94 | 39.24% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,411 | $475,026.58 | $517,561.85 | $42,535.27 | 8.95% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 17,532 | $4.67M | $6.43M | $1.76M | 37.77% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,560 | $409,691.06 | $572,215.8 | $162,524.74 | 39.67% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 284 | $74,043.88 | $104,162.68 | $30,118.8 | 40.68% |
Jeffrey McGrath Cetera Trust Company, N.A | 184 | $47,779 | $67,492.12 | $19,713.12 | 41.26% |
Jonathon Gold Gold Investment Management Ltd. | 11,057 | $3.3M | $4.06M | $757,461.04 | 22.97% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 222 | $76,260 | $81,422.94 | $5,162.94 | 6.77% |
PETER KRUSSEL Southland Equity Partners LLC | 1,269 | $342,063.33 | $466,167.15 | $124,103.82 | 36.28% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 10,504 | $2.65M | $3.87M | $1.22M | 46.17% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,292 | $738,454.08 | $840,636.84 | $102,182.76 | 13.84% |
Taylor Wagner Valued Wealth Advisors LLC | 28 | $8,803.23 | $10,269.56 | $1,466.33 | 16.66% |
Steven JE Manders BKM Wealth Management, LLC | 6,423 | $1.73M | $2.36M | $626,363.66 | 36.21% |