| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Menachem Striks Morton Capital Management LLC/CA | 237 | $278,896 | $234,698.73 | -$44,197.27 | -15.85% |
David Vollmer PFS Partners, LLC | 513 | $88,466.6 | $508,018.76 | $419,552.16 | 474.25% |
Benj Foor Frazier Financial Advisors, LLC | 106 | $68,477.54 | $104,952.72 | $36,475.18 | 53.27% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 206 | $242,090 | $203,999.74 | -$38,090.26 | -15.73% |
Scott L. Comeau BCU Wealth Advisors, LLC | 585 | $351,315.78 | $579,319.64 | $228,003.86 | 64.9% |
Amir Har-El Savvy Advisors, Inc. | 4,288 | $2.21M | $4.25M | $2.03M | 91.91% |
Ann Keitner Quantum Portfolio Management LLC | 761 | $544,282.86 | $809,133.25 | $264,850.39 | 48.66% |
Joseph Morrison Sentry LLC | 1,977 | $358,605.54 | $2.1M | $1.74M | 486.17% |
David W. Lewis Lewis Asset Management, LLC | 1,078 | $801,134 | $1.07M | $266,398.6 | 33.25% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 129 | $151,557 | $127,747.41 | -$23,809.59 | -15.71% |
Owen McCabe Tyche Wealth Partners LLC | 762 | $318,380.15 | $762,228.6 | $443,848.45 | 139.41% |
United Advisor Group LLC United Advisor Group, LLC | 731 | $542,490.3 | $723,901.98 | $181,411.68 | 33.44% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,498 | $511,914.65 | $1.48M | $971,539.74 | 189.79% |
CARL LYMANGOOD Petros Family Wealth, LLC | 472 | $153,495.83 | $467,416.87 | $313,921.04 | 204.51% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 312 | $206,006.83 | $308,970.47 | $102,963.64 | 49.98% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 853 | $150,572.24 | $844,717.35 | $694,145.11 | 461% |
Jeffrey McGrath Cetera Trust Company, N.A | 309 | $52,997 | $321,329.1 | $268,332.1 | 506.32% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 477 | $410,596.68 | $496,032.3 | $85,435.62 | 20.81% |
PETER KRUSSEL Southland Equity Partners LLC | 583 | $395,110.77 | $577,339.06 | $182,228.29 | 46.12% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,217 | $615,726.47 | $2.2M | $1.58M | 256.57% |