| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 6,347 | $1.6M | $1.82M | $219,040.6 | 13.67% |
David W. Lewis Lewis Asset Management, LLC | 995 | $269,023 | $285,515.26 | $16,492.26 | 6.13% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,028 | $341,319.53 | $581,934.62 | $240,615.09 | 70.5% |
Owen McCabe Tyche Wealth Partners LLC | 7,119 | $1.81M | $2.1M | $292,577.99 | 16.2% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,197 | $310,845.39 | $343,479.16 | $32,633.77 | 10.5% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 17,724 | $4.62M | $5.09M | $464,858.07 | 10.06% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 770 | $208,294 | $228,351.2 | $20,057.2 | 9.63% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,102 | $290,115.76 | $316,218.91 | $26,103.15 | 9% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 97 | $25,550.75 | $27,834.15 | $2,283.4 | 8.94% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 43 | $10,274 | $12,338.85 | $2,064.85 | 20.1% |
Jonathon Gold Gold Investment Management Ltd. | 24 | $6,287 | $7,074.96 | $787.96 | 12.53% |
PETER KRUSSEL Southland Equity Partners LLC | 817 | $212,964.28 | $234,438.16 | $21,473.88 | 10.08% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,589 | $388,018.42 | $455,963.57 | $67,945.15 | 17.51% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,336 | $587,106.54 | $670,315.22 | $83,208.68 | 14.17% |
Taylor Wagner Valued Wealth Advisors LLC | 192 | $46,210.62 | $55,094.4 | $8,883.78 | 19.22% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 854 | $220,830 | $245,055.31 | $24,225.31 | 10.97% |
Dane Grouell Turning Point Benefit Group, Inc. | 1,323 | $334,756.59 | $379,634.86 | $44,878.27 | 13.41% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 7,991 | $2.07M | $2.29M | $226,421.39 | 10.96% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 19,000 | $4.98M | $5.53M | $548,889.82 | 11.03% |
Curtis Burkholder Bare Financial Services, Inc | 63 | $16,074.88 | $18,077.85 | $2,002.97 | 12.46% |