| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 379,413 | $10.16M | $12.26M | $2.09M | 20.61% |
Joseph C. Gissy Tactive Advisors, LLC | 7,309 | $243,900.53 | $236,080.7 | -$7,819.83 | -3.21% |
Menachem Striks Morton Capital Management LLC/CA | 36,357 | $611,189.51 | $1.17M | $563,141.59 | 92.14% |
David Vollmer PFS Partners, LLC | 475 | $13,834.01 | $15,342.5 | $1,508.49 | 10.9% |
Benj Foor Frazier Financial Advisors, LLC | 824 | $27,629 | $26,615.2 | -$1,013.8 | -3.67% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 75,562 | $1.33M | $2.44M | $1.11M | 83.08% |
Lydia Gallas Harbour Trust & Investment Management Co | 8,268 | $227,029.19 | $267,056.4 | $40,027.21 | 17.63% |
Amir Har-El Savvy Advisors, Inc. | 62,891 | $1.7M | $2.03M | $328,492.75 | 19.29% |
Ann Keitner Quantum Portfolio Management LLC | 12,732 | $355,227.1 | $411,243.6 | $56,016.5 | 15.77% |
Joseph Morrison Sentry LLC | 13,156 | $230,364.44 | $424,938.8 | $194,574.36 | 84.46% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 9,742 | $177,243.48 | $314,666.6 | $137,423.12 | 77.53% |
Owen McCabe Tyche Wealth Partners LLC | 12,605 | $319,940.36 | $407,141.5 | $87,201.14 | 27.26% |
United Advisor Group LLC United Advisor Group, LLC | 31,008 | $798,198.08 | $1M | $203,360.32 | 25.48% |
Jeff Ramsey Quotient Wealth Partners, LLC | 12,558 | $352,961.52 | $405,623.4 | $52,661.88 | 14.92% |
Timothy Bolger Arrow Capital Pty Ltd | 209,044 | $7.03M | $6.75M | -$282,209.8 | -4.01% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,487 | $177,763.02 | $209,530.1 | $31,767.08 | 17.87% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 12,303 | $219,403.39 | $397,386.9 | $177,983.51 | 81.12% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,015 | $18,571.04 | $32,784.5 | $14,213.46 | 76.54% |
Jeffrey McGrath Cetera Trust Company, N.A | 384 | $6,774 | $12,403.2 | $5,629.2 | 83.1% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,005 | $67,223 | $64,761.5 | -$2,461.5 | -3.66% |