| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 46,905 | $4.48M | $5.8M | $1.32M | 29.4% |
Ann Keitner Quantum Portfolio Management LLC | 32,702 | $3.83M | $3.98M | $150,690.82 | 3.94% |
David W. Lewis Lewis Asset Management, LLC | 1,752 | $217,546 | $214,847.76 | -$2,698.24 | -1.24% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 8,834 | $709,169.04 | $1.07M | $362,218.48 | 51.08% |
Owen McCabe Tyche Wealth Partners LLC | 10,459 | $991,564.09 | $1.28M | $289,349.64 | 29.18% |
United Advisor Group LLC United Advisor Group, LLC | 10,282 | $1.2M | $1.25M | $48,537.25 | 4.04% |
Jeff Ramsey Quotient Wealth Partners, LLC | 34,500 | $2.68M | $4.22M | $1.54M | 57.46% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,059 | $1.16M | $1.35M | $193,944.08 | 16.72% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,664 | $201,909.89 | $326,260.08 | $124,350.19 | 61.59% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,864 | $147,461.04 | $228,507.76 | $81,046.72 | 54.96% |
One Degree Advisors Inc. One Degree Advisors Inc | 1,851 | $229,838.67 | $228,765.09 | -$1,073.58 | -0.47% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 15,517 | $1.42M | $1.91M | $490,551.69 | 34.65% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 8,737 | $877,204.19 | $1.07M | $196,136.26 | 22.36% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 8,175 | $624,687.44 | $1.01M | $386,069.56 | 61.8% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 18,958 | $1.85M | $2.36M | $504,418.96 | 27.25% |
Taylor Wagner Valued Wealth Advisors LLC | 104 | $11,040.02 | $12,632.88 | $1,592.86 | 14.43% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 2,400 | $238,891.2 | $296,760 | $57,868.8 | 24.22% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,408 | $322,580.24 | $417,667.44 | $95,087.2 | 29.48% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 32,361 | $2.52M | $4.01M | $1.49M | 58.97% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 8,309 | $897,432.95 | $1.02M | $123,535.42 | 13.77% |