| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 158,781 | $10.2M | $12.06M | $1.85M | 18.17% |
Kevin M. Fox Fox Financial, Inc | 3,470 | $192,342.1 | $263,598.55 | $71,256.45 | 37.05% |
Joseph Morrison Sentry LLC | 4,575 | $239,002.7 | $347,539.87 | $108,537.17 | 45.41% |
David W. Lewis Lewis Asset Management, LLC | 7,890 | $447,160.46 | $599,363.85 | $152,203.39 | 34.04% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 841,112 | $36.56M | $63.9M | $27.33M | 74.76% |
Owen McCabe Tyche Wealth Partners LLC | 10,148 | $586,177.65 | $770,892.82 | $184,715.17 | 31.51% |
William Ramsay Financial Symmetry Inc | 3,597 | $242,934.15 | $271,573.5 | $28,639.35 | 11.79% |
United Advisor Group LLC United Advisor Group, LLC | 15,066 | $955,409.39 | $1.14M | $189,079.3 | 19.79% |
Jeff Ramsey Quotient Wealth Partners, LLC | 907,107 | $61.13M | $68.91M | $7.78M | 12.73% |
CARL LYMANGOOD Petros Family Wealth, LLC | 51,941 | $3.28M | $3.95M | $663,495.28 | 20.21% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 12,846 | $758,791 | $975,846.39 | $217,055.39 | 28.61% |
Steven D Urban Urban Financial Advisory Corp | 504,197 | $28.32M | $38.3M | $9.98M | 35.26% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 19,481 | $1.2M | $1.48M | $283,537.83 | 23.7% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,424 | $83,414 | $108,174.16 | $24,760.16 | 29.68% |
Kaitlin Theobald Sherrill & Hutchins Financial Advisory, Inc | 3,030 | $204,616 | $230,173.95 | $25,557.95 | 12.49% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,254 | $70,676.73 | $95,260.11 | $24,583.38 | 34.78% |
Jonathon Gold Gold Investment Management Ltd. | 3,725 | $206,484.2 | $282,969.62 | $76,485.42 | 37.04% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 8,250 | $480,296.33 | $626,463.75 | $146,167.42 | 30.43% |
PETER KRUSSEL Southland Equity Partners LLC | 7,309 | $338,510.34 | $554,351.1 | $215,840.76 | 63.76% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 7,383 | $433,987.42 | $561,034.17 | $127,046.75 | 29.27% |