| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 14,604 | $735,078.42 | $1.6M | $868,951.92 | 118.21% |
United Advisor Group LLC United Advisor Group, LLC | 3,868 | $376,086 | $424,841.78 | $48,755.78 | 12.96% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,268 | $609,438 | $688,445.78 | $79,007.78 | 12.96% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,386 | $210,922.09 | $262,066.31 | $51,144.22 | 24.25% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,837 | $619,303.29 | $750,941.89 | $131,638.6 | 21.26% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,531 | $275,720.18 | $387,739.11 | $112,018.93 | 40.63% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,635 | $140,593.77 | $179,580.22 | $38,986.45 | 27.73% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,020 | $286,137.95 | $331,626.2 | $45,488.25 | 15.9% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 5,206 | $437,773.1 | $570,109.06 | $132,335.96 | 30.23% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 50,162 | $4.07M | $5.51M | $1.44M | 35.46% |
Taylor Wagner Valued Wealth Advisors LLC | 52 | $4,783 | $5,710.12 | $927.12 | 19.38% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,934 | $243,893.52 | $322,182.54 | $78,289.02 | 32.1% |
Brad Sayre Shared Vision Wealth Group LLC | 2,648 | $234,646.03 | $290,776.88 | $56,130.85 | 23.92% |
Mark Fonville Fonville Wealth Management LLC | 2,129 | $205,552.7 | $233,785.49 | $28,232.79 | 13.74% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,712 | $400,850 | $517,424.72 | $116,574.72 | 29.08% |
Anthony Blagrove Traveka Wealth, LLC | 2,134 | $205,482.68 | $234,334.54 | $28,851.86 | 14.04% |
Cody Gehman Stonebridge Financial Group, LLC | 2,622 | $289,239 | $287,921.82 | -$1,317.18 | -0.46% |
Kent Keister Bear Mountain Capital, Inc. | 6,635 | $504,341.29 | $728,589.35 | $224,248.06 | 44.46% |
Kevin Stillman Evernest Financial Advisors, LLC | 15,912 | $1.4M | $1.75M | $350,187.73 | 25.07% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 5,337 | $471,791 | $585,682.38 | $113,891.38 | 24.14% |