| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David W. Lewis Lewis Asset Management, LLC | 1,752 | $217,546 | $207,296.64 | -$10,249.36 | -4.71% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 8,955 | $717,381.31 | $1.06M | $342,174.29 | 47.7% |
Owen McCabe Tyche Wealth Partners LLC | 10,459 | $991,564.09 | $1.24M | $245,944.79 | 24.8% |
United Advisor Group LLC United Advisor Group, LLC | 10,282 | $1.2M | $1.22M | $13,784.09 | 1.15% |
Jeff Ramsey Quotient Wealth Partners, LLC | 34,616 | $2.69M | $4.1M | $1.41M | 52.49% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,059 | $1.16M | $1.37M | $213,076.15 | 18.37% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,664 | $201,909.89 | $331,454.88 | $129,544.99 | 64.16% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,864 | $147,461.04 | $220,548.48 | $73,087.44 | 49.56% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 15,517 | $1.42M | $1.93M | $514,913.38 | 36.37% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 8,700 | $872,569.57 | $1.03M | $156,814.43 | 17.97% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 8,175 | $624,687.44 | $967,266 | $342,578.56 | 54.84% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 18,800 | $1.83M | $2.22M | $393,284.12 | 21.48% |
Taylor Wagner Valued Wealth Advisors LLC | 104 | $11,040.02 | $12,305.28 | $1,265.26 | 11.46% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 2,400 | $238,891.2 | $283,968 | $45,076.8 | 18.87% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,408 | $322,580.24 | $423,171.36 | $100,591.12 | 31.18% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 32,361 | $2.52M | $3.83M | $1.3M | 51.66% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,309 | $897,432.95 | $983,120.88 | $85,687.93 | 9.55% |
Mark Fonville Fonville Wealth Management LLC | 1,947 | $241,717 | $230,369.04 | -$11,347.96 | -4.69% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,700 | $282,690.46 | $338,283 | $55,592.54 | 19.67% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 5,310 | $483,746.31 | $628,279.2 | $144,532.89 | 29.88% |