| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Derek Ripp Austin Wealth Management, LLC | 766 | $207,671.98 | $293,699.73 | $86,027.75 | 41.42% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,428 | $370,808.35 | $547,523.77 | $176,715.42 | 47.66% |
Amir Har-El Savvy Advisors, Inc. | 8,506 | $2.75M | $3.26M | $508,402.13 | 18.47% |
Joseph Morrison Sentry LLC | 2,174 | $495,981.98 | $860,425.72 | $364,443.74 | 73.48% |
David W. Lewis Lewis Asset Management, LLC | 668 | $227,898.12 | $256,124.57 | $28,226.45 | 12.39% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,854 | $582,451.84 | $710,860.7 | $128,408.86 | 22.05% |
Owen McCabe Tyche Wealth Partners LLC | 1,204 | $315,761.5 | $464,455.05 | $148,693.55 | 47.09% |
United Advisor Group LLC United Advisor Group, LLC | 686 | $233,565.77 | $263,026.13 | $29,460.36 | 12.61% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,823 | $743,692.57 | $1.08M | $338,702.12 | 45.54% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,453 | $489,905.01 | $557,109.27 | $67,204.26 | 13.72% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 17,445 | $4.65M | $6.69M | $2.04M | 43.99% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,564 | $411,107.97 | $599,668.9 | $188,560.93 | 45.87% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 288 | $75,460.83 | $110,424.96 | $34,964.13 | 46.33% |
Jeffrey McGrath Cetera Trust Company, N.A | 184 | $47,779 | $72,534.64 | $24,755.64 | 51.81% |
Jonathon Gold Gold Investment Management Ltd. | 11,024 | $3.29M | $4.25M | $962,885.62 | 29.27% |
PETER KRUSSEL Southland Equity Partners LLC | 1,334 | $365,091.75 | $511,482.29 | $146,390.54 | 40.1% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 10,504 | $2.65M | $4.03M | $1.38M | 51.96% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,455 | $796,190.47 | $941,296.12 | $145,105.65 | 18.22% |
Taylor Wagner Valued Wealth Advisors LLC | 20 | $6,596.49 | $7,668.4 | $1,071.91 | 16.25% |
Steven JE Manders BKM Wealth Management, LLC | 5,295 | $1.44M | $2.03M | $593,491.72 | 41.31% |