| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David W. Lewis Lewis Asset Management, LLC | 1,009 | $272,650.71 | $275,446.91 | $2,796.2 | 1.03% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,988 | $336,421.14 | $540,060.08 | $203,638.94 | 60.53% |
Owen McCabe Tyche Wealth Partners LLC | 7,119 | $1.81M | $1.94M | $134,892.14 | 7.47% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,190 | $309,011.52 | $324,542.75 | $15,531.23 | 5.03% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 17,724 | $4.62M | $4.82M | $197,934.45 | 4.28% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 770 | $208,294 | $209,932.8 | $1,638.8 | 0.79% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,102 | $290,115.76 | $300,834.98 | $10,719.22 | 3.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 97 | $25,550.75 | $26,327.74 | $776.99 | 3.04% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 43 | $10,274 | $11,745.66 | $1,471.66 | 14.32% |
Jonathon Gold Gold Investment Management Ltd. | 24 | $6,287 | $6,578.64 | $291.64 | 4.64% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,590 | $388,275.63 | $434,817.3 | $46,541.67 | 11.99% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,649 | $667,635.22 | $718,382.31 | $50,747.09 | 7.6% |
Taylor Wagner Valued Wealth Advisors LLC | 192 | $46,210.62 | $52,291.2 | $6,080.58 | 13.16% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 854 | $220,830 | $233,543.38 | $12,713.38 | 5.76% |
Dane Grouell Turning Point Benefit Group, Inc. | 1,323 | $334,756.59 | $359,584.78 | $24,828.19 | 7.42% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 7,991 | $2.07M | $2.19M | $120,940.11 | 5.85% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 19,000 | $4.98M | $5.18M | $208,314.82 | 4.19% |
Curtis Burkholder Bare Financial Services, Inc | 63 | $16,074.88 | $17,084.97 | $1,010.09 | 6.28% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,644 | $423,450.1 | $450,653.28 | $27,203.18 | 6.42% |
Joshua Stipcich Tidemark, LLC | 22 | $5,726 | $5,968.93 | $242.93 | 4.24% |