| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott L. Comeau BCU Wealth Advisors, LLC | 1,094 | $269,983.08 | $390,175.09 | $120,192.01 | 44.52% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,072 | $309,640.57 | $382,328.79 | $72,688.22 | 23.48% |
Amir Har-El Savvy Advisors, Inc. | 97,095 | $22.77M | $34.63M | $11.86M | 52.08% |
Ann Keitner Quantum Portfolio Management LLC | 14,288 | $3M | $4.91M | $1.91M | 63.78% |
Joseph Morrison Sentry LLC | 9,050 | $1.27M | $3.11M | $1.84M | 144.19% |
Cindi Hill Keener Financial Planning LLC | 950 | $220,569.25 | $338,817.49 | $118,248.24 | 53.61% |
David W. Lewis Lewis Asset Management, LLC | 17,544 | $2.68M | $6.26M | $3.57M | 133.12% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 9,514 | $685,136.94 | $3.39M | $2.71M | 395.25% |
Owen McCabe Tyche Wealth Partners LLC | 10,177 | $1.6M | $3.68M | $2.08M | 130.64% |
William Ramsay Financial Symmetry Inc | 2,075 | $384,366.42 | $740,048.73 | $355,682.31 | 92.54% |
United Advisor Group LLC United Advisor Group, LLC | 7,695 | $1.45M | $2.74M | $1.29M | 89.06% |
Jeff Ramsey Quotient Wealth Partners, LLC | 19,012 | $3.3M | $6.78M | $3.49M | 105.77% |
CARL LYMANGOOD Petros Family Wealth, LLC | 6,849 | $1.52M | $2.44M | $923,624.44 | 60.8% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 63,610 | $10.83M | $22.69M | $11.85M | 109.39% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,377 | $1.34M | $2.61M | $1.27M | 94.96% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,605 | $691,203.67 | $1.64M | $951,169.53 | 137.61% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 357 | $110,868.09 | $127,324.05 | $16,455.96 | 14.84% |
Jeffrey McGrath Cetera Trust Company, N.A | 8,040 | $1.13M | $2.75M | $1.62M | 142.94% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,340 | $329,776.2 | $834,560.98 | $504,784.78 | 153.07% |
One Degree Advisors Inc. One Degree Advisors Inc | 4,410 | $710,654.58 | $1.57M | $862,171.88 | 121.32% |