| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 49,619 | $5.62M | $7.31M | $1.69M | 30.16% |
Joseph Morrison Sentry LLC | 2,980 | $299,677.99 | $439,579.8 | $139,901.81 | 46.68% |
Cindi Hill Keener Financial Planning LLC | 171,412 | $18.96M | $25.28M | $6.32M | 33.33% |
David W. Lewis Lewis Asset Management, LLC | 20,506 | $2.23M | $3.02M | $797,752.07 | 35.82% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 188,708 | $15.9M | $27.84M | $11.93M | 75.04% |
Owen McCabe Tyche Wealth Partners LLC | 5,128 | $555,109.5 | $756,431.28 | $201,321.78 | 36.27% |
United Advisor Group LLC United Advisor Group, LLC | 33,302 | $3.86M | $4.91M | $1.06M | 27.41% |
Jeff Ramsey Quotient Wealth Partners, LLC | 22,428 | $2.55M | $3.31M | $762,152.81 | 29.93% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,834 | $460,772.29 | $565,553.34 | $104,781.05 | 22.74% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,962 | $546,681.94 | $731,944.62 | $185,262.68 | 33.89% |
Steven D Urban Urban Financial Advisory Corp | 296,544 | $36.24M | $43.74M | $7.5M | 20.7% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 7,375 | $853,994.75 | $1.09M | $233,891.5 | 27.39% |
Jeffrey McGrath Cetera Trust Company, N.A | 209 | $25,118 | $30,829.59 | $5,711.59 | 22.74% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,618 | $174,647.66 | $238,671.18 | $64,023.52 | 36.66% |
One Degree Advisors Inc. One Degree Advisors Inc | 1,664 | $206,851.84 | $245,456.64 | $38,604.8 | 18.66% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,996 | $239,970.44 | $294,170.48 | $54,200.04 | 22.59% |
PETER KRUSSEL Southland Equity Partners LLC | 2,531 | $234,769.45 | $372,537.89 | $137,768.44 | 58.68% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 16,002 | $1.64M | $2.35M | $714,719.43 | 43.58% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 2,728 | $302,005.11 | $402,407.28 | $100,402.17 | 33.25% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 36,753 | $4.38M | $5.42M | $1.03M | 23.55% |