| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,498 | $1.01M | $1.55M | $539,142.69 | 53.51% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,157 | $264,771.75 | $513,452.26 | $248,680.51 | 93.92% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,335 | $638,839.47 | $793,863.38 | $155,023.91 | 24.27% |
Amir Har-El Savvy Advisors, Inc. | 2,810 | $398,574.57 | $668,892.38 | $270,317.81 | 67.82% |
David W. Lewis Lewis Asset Management, LLC | 8,277 | $1.45M | $1.97M | $521,214.34 | 35.97% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 400 | $52,821.63 | $95,216 | $42,394.37 | 80.26% |
Owen McCabe Tyche Wealth Partners LLC | 16,055 | $2.47M | $4.02M | $1.55M | 62.84% |
Jeff Ramsey Quotient Wealth Partners, LLC | 27,976 | $4.18M | $6.66M | $2.48M | 59.5% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,502 | $291,354.47 | $381,538.05 | $90,183.58 | 30.95% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 308 | $55,877.5 | $73,316.32 | $17,438.82 | 31.21% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 92,429 | $11.64M | $23.33M | $11.68M | 100.36% |
Brad Sayre Shared Vision Wealth Group LLC | 5,574 | $702,718.97 | $1.33M | $624,115.95 | 88.81% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 25,388 | $3.48M | $6.04M | $2.57M | 73.78% |
Mark Fonville Fonville Wealth Management LLC | 880 | $221,963 | $209,475.19 | -$12,487.81 | -5.63% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,307 | $451,843.44 | $589,438.5 | $137,595.06 | 30.45% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 3,534 | $442,777.91 | $841,233.34 | $398,455.43 | 89.99% |
Joshua Stipcich Tidemark, LLC | 190 | $25,316.83 | $48,263.8 | $22,946.97 | 90.64% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,314 | $161,928.89 | $312,784.55 | $150,855.66 | 93.16% |
Andrea Butler Sequent Planning LLC | 1,609 | $291,907.59 | $411,099.5 | $119,191.91 | 40.83% |
Jaran Day OPINICUS CAPITAL, INC. | 1,038 | $261,745 | $247,085.51 | -$14,659.49 | -5.6% |