| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,132 | $187,063 | $285,060.25 | $97,997.25 | 52.39% |
Amir Har-El Savvy Advisors, Inc. | 35,261 | $7.41M | $8.88M | $1.47M | 19.84% |
Ann Keitner Quantum Portfolio Management LLC | 12,660 | $2.58M | $3.27M | $695,391.9 | 26.97% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,024 | $160,432.53 | $257,863.69 | $97,431.16 | 60.73% |
United Advisor Group LLC United Advisor Group, LLC | 8,294 | $1.77M | $2.09M | $318,112.21 | 17.97% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,623 | $1.6M | $2.42M | $827,395.86 | 51.85% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,769 | $811,019.46 | $1.23M | $417,427.25 | 51.47% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8,026 | $1.39M | $2.02M | $629,404.56 | 45.23% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 6,070 | $1.15M | $1.56M | $410,462.79 | 35.56% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,852 | $338,050.15 | $466,370.66 | $128,320.51 | 37.96% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,085 | $1.22M | $1.53M | $316,442.89 | 26.03% |
Taylor Wagner Valued Wealth Advisors LLC | 50 | $9,712 | $12,591 | $2,879 | 29.64% |
Steven JE Manders BKM Wealth Management, LLC | 817 | $156,372.27 | $205,736.95 | $49,364.68 | 31.57% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 933 | $226,187 | $234,948.07 | $8,761.07 | 3.87% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,176 | $406,572.96 | $562,082.56 | $155,509.6 | 38.25% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 3,105 | $530,992.9 | $781,901.13 | $250,908.23 | 47.25% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 15,417 | $2.72M | $3.88M | $1.16M | 42.57% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,349 | $559,250.85 | $865,950.96 | $306,700.11 | 54.84% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 4,371 | $722,464.49 | $1.1M | $378,240.77 | 52.35% |
Julie Beswick Advantage Trust Co | 149 | $36,122 | $37,521.18 | $1,399.18 | 3.87% |