| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,258 | $445,602.41 | $838,937.34 | $393,334.93 | 88.27% |
Owen McCabe Tyche Wealth Partners LLC | 7,575 | $1.67M | $2.95M | $1.29M | 77.2% |
United Advisor Group LLC United Advisor Group, LLC | 1,450 | $446,814.41 | $538,733.01 | $91,918.6 | 20.57% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,586 | $480,284.62 | $589,262.46 | $108,977.84 | 22.69% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 10,620 | $2.3M | $3.95M | $1.65M | 71.58% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,217 | $309,228.74 | $489,891.18 | $180,662.44 | 58.42% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 768 | $149,524.84 | $285,342.73 | $135,817.89 | 90.83% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 21 | $3,924 | $7,802.34 | $3,878.34 | 98.84% |
Jonathon Gold Gold Investment Management Ltd. | 60 | $11,470.14 | $23,378.4 | $11,908.26 | 103.82% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 45 | $19,422 | $16,719.3 | -$2,702.7 | -13.92% |
Donald Hatcher Solutions 4 Wealth, Ltd | 597 | $186,730.92 | $221,809.39 | $35,078.47 | 18.79% |
PETER KRUSSEL Southland Equity Partners LLC | 2,391 | $728,848.5 | $888,352.16 | $159,503.66 | 21.88% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 4,302 | $1.45M | $1.6M | $152,459.12 | 10.54% |
Jon Deven Mouton CAP Partners, LLC | 1,075 | $289,887.84 | $399,405.51 | $109,517.67 | 37.78% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 518 | $222,890 | $192,457.73 | -$30,432.27 | -13.65% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,983 | $1.54M | $1.48M | -$55,254.45 | -3.6% |
Taylor Wagner Valued Wealth Advisors LLC | 35 | $8,475 | $13,003.9 | $4,528.9 | 53.44% |
Steven JE Manders BKM Wealth Management, LLC | 5,590 | $1.17M | $2.08M | $904,294.34 | 77.12% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 884 | $190,068.9 | $328,441.37 | $138,372.47 | 72.8% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 572 | $203,533.2 | $212,520.89 | $8,987.69 | 4.42% |