| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,353 | $299,566.56 | $294,161.01 | -$5,405.55 | -1.8% |
Owen McCabe Tyche Wealth Partners LLC | 2,862 | $752,564.71 | $622,238.58 | -$130,326.13 | -17.32% |
William Ramsay Financial Symmetry Inc | 2,105 | $433,159.38 | $445,207.5 | $12,048.12 | 2.78% |
United Advisor Group LLC United Advisor Group, LLC | 6,000 | $1.44M | $1.3M | -$131,036.38 | -9.13% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,430 | $1.11M | $1.18M | $66,202.8 | 5.94% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,938 | $439,476.85 | $421,348.14 | -$18,128.71 | -4.13% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,520 | $276,552.9 | $330,469.13 | $53,916.23 | 19.5% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,388 | $834,154.48 | $736,598.29 | -$97,556.19 | -11.7% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,059 | $855,029.3 | $882,483.02 | $27,453.72 | 3.21% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 702 | $141,067.79 | $152,909.64 | $11,841.85 | 8.39% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,032 | $168,783.96 | $224,371.14 | $55,587.18 | 32.93% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 753 | $123,153.15 | $163,712.67 | $40,559.52 | 32.93% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,026 | $256,205.01 | $223,483.32 | -$32,721.69 | -12.77% |
PETER KRUSSEL Southland Equity Partners LLC | 2,099 | $312,422.22 | $459,827.95 | $147,405.73 | 47.18% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,773 | $282,555.34 | $374,457.6 | $91,902.26 | 32.53% |
Jon Deven Mouton CAP Partners, LLC | 1,666 | $285,251.15 | $362,211.56 | $76,960.41 | 26.98% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,573 | $1.57M | $1.21M | -$351,335.95 | -22.45% |
Taylor Wagner Valued Wealth Advisors LLC | 189 | $40,390.5 | $41,167.98 | $777.48 | 1.92% |
Steven JE Manders BKM Wealth Management, LLC | 8,364 | $1.51M | $1.82M | $304,895.11 | 20.14% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 15,534 | $3.23M | $3.38M | $149,208.13 | 4.61% |