| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David W. Lewis Lewis Asset Management, LLC | 2,712 | $494,826.84 | $606,538.77 | $111,711.93 | 22.58% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,346 | $298,421.7 | $301,032.89 | $2,611.19 | 0.88% |
Owen McCabe Tyche Wealth Partners LLC | 3,698 | $987,678.52 | $860,672.52 | -$127,006 | -12.86% |
William Ramsay Financial Symmetry Inc | 2,105 | $433,159.38 | $470,783.23 | $37,623.85 | 8.69% |
United Advisor Group LLC United Advisor Group, LLC | 7,495 | $1.86M | $1.68M | -$179,670.47 | -9.68% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,430 | $1.11M | $1.21M | $100,064.77 | 8.98% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,795 | $408,042.78 | $401,451.73 | -$6,591.05 | -1.62% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,456 | $265,484.1 | $325,634.39 | $60,150.29 | 22.66% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,724 | $928,629.76 | $880,018.44 | -$48,611.32 | -5.23% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,922 | $832,622.91 | $877,155.26 | $44,532.35 | 5.35% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 710 | $143,317.47 | $158,791.49 | $15,474.02 | 10.8% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,032 | $168,783.96 | $243,531.36 | $74,747.4 | 44.29% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 753 | $123,153.15 | $168,408.44 | $45,255.29 | 36.75% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,073 | $269,427.17 | $253,206.54 | -$16,220.63 | -6.02% |
PETER KRUSSEL Southland Equity Partners LLC | 2,118 | $317,765.86 | $473,690.68 | $155,924.82 | 49.07% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,773 | $282,555.34 | $396,531.43 | $113,976.09 | 40.34% |
Jon Deven Mouton CAP Partners, LLC | 1,733 | $304,096.43 | $387,585.43 | $83,489 | 27.45% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,698 | $1.6M | $1.27M | -$326,027.82 | -20.37% |
Taylor Wagner Valued Wealth Advisors LLC | 171 | $37,446.6 | $38,244.15 | $797.55 | 2.13% |
Steven JE Manders BKM Wealth Management, LLC | 8,673 | $1.6M | $1.94M | $339,262.57 | 21.2% |