| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David W. Lewis Lewis Asset Management, LLC | 1,150 | $326,782.77 | $432,388.49 | $105,605.72 | 32.32% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,224 | $441,875.66 | $846,676.8 | $404,801.14 | 91.61% |
Owen McCabe Tyche Wealth Partners LLC | 7,575 | $1.67M | $2.85M | $1.18M | 70.99% |
United Advisor Group LLC United Advisor Group, LLC | 1,450 | $446,814.41 | $545,185.49 | $98,371.08 | 22.02% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,382 | $421,501.08 | $519,618.17 | $98,117.09 | 23.28% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 10,620 | $2.3M | $4.04M | $1.74M | 75.59% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,217 | $309,228.74 | $457,579.82 | $148,351.08 | 47.97% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 768 | $149,524.84 | $291,936 | $142,411.16 | 95.24% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 21 | $3,924 | $7,895.79 | $3,971.79 | 101.22% |
Jonathon Gold Gold Investment Management Ltd. | 60 | $11,470.14 | $22,559.4 | $11,089.26 | 96.68% |
Donald Hatcher Solutions 4 Wealth, Ltd | 597 | $186,730.92 | $226,895.82 | $40,164.9 | 21.51% |
PETER KRUSSEL Southland Equity Partners LLC | 2,381 | $725,800.2 | $895,232.17 | $169,431.97 | 23.34% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 4,302 | $1.45M | $1.62M | $171,602.94 | 11.87% |
Jon Deven Mouton CAP Partners, LLC | 1,075 | $289,887.84 | $404,189.25 | $114,301.41 | 39.43% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,983 | $1.54M | $1.52M | -$10,764.42 | -0.7% |
Taylor Wagner Valued Wealth Advisors LLC | 35 | $8,475 | $13,311.55 | $4,836.55 | 57.07% |
Steven JE Manders BKM Wealth Management, LLC | 5,590 | $1.17M | $2.1M | $929,169.72 | 79.24% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 884 | $190,068.9 | $335,937.68 | $145,868.78 | 76.75% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 572 | $203,533.2 | $217,811.88 | $14,278.68 | 7.02% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,239 | $270,674.92 | $465,851.6 | $195,176.68 | 72.11% |