| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 45,929 | $2.12M | $4.32M | $2.2M | 103.84% |
Joseph Morrison Sentry LLC | 82,019 | $2.66M | $7.68M | $5.02M | 188.48% |
David W. Lewis Lewis Asset Management, LLC | 6,141 | $738,332 | $561,625.15 | -$176,706.85 | -23.93% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,102 | $282,949 | $189,222.04 | -$93,726.96 | -33.13% |
Owen McCabe Tyche Wealth Partners LLC | 5,346 | $235,940.08 | $489,533.22 | $253,593.14 | 107.48% |
United Advisor Group LLC United Advisor Group, LLC | 14,025 | $660,250.2 | $1.27M | $611,116.05 | 92.56% |
Jeff Ramsey Quotient Wealth Partners, LLC | 17,967 | $723,062.3 | $1.64M | $918,043.48 | 126.97% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 2,139 | $298,669 | $205,194.27 | -$93,474.73 | -31.3% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,076 | $289,927 | $190,099.32 | -$99,827.68 | -34.43% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,781 | $210,985.74 | $437,748.36 | $226,762.62 | 107.48% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,058 | $88,421.32 | $193,668.09 | $105,246.77 | 119.03% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,000 | $50,250.4 | $91,570 | $41,319.6 | 82.23% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 5,540 | $276,649.8 | $507,630.2 | $230,980.4 | 83.49% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 5,357 | $275,047.15 | $490,058.36 | $215,011.21 | 78.17% |
PETER KRUSSEL Southland Equity Partners LLC | 29,288 | $730,664.22 | $2.68M | $1.95M | 267.29% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 103,432 | $3.63M | $9.47M | $5.84M | 160.85% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 47,793 | $2.74M | $4.56M | $1.82M | 66.44% |
Taylor Wagner Valued Wealth Advisors LLC | 421 | $16,699.04 | $37,826.85 | $21,127.81 | 126.52% |
Steven JE Manders BKM Wealth Management, LLC | 5,984 | $835,545 | $555,913.6 | -$279,631.4 | -33.47% |
Darin Sadow Freestone Grove Partners LP | 71,232 | $9.95M | $6.7M | -$3.24M | -32.61% |