| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 475 | $183,745.48 | $272,222.49 | $88,477.01 | 48.15% |
Owen McCabe Tyche Wealth Partners LLC | 7,173 | $3.36M | $4.1M | $735,308.12 | 21.88% |
William Ramsay Financial Symmetry Inc | 470 | $203,621.81 | $269,356.99 | $65,735.18 | 32.28% |
United Advisor Group LLC United Advisor Group, LLC | 1,546 | $826,215.93 | $886,012.56 | $59,796.63 | 7.24% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,074 | $1.82M | $2.33M | $516,321.32 | 28.39% |
CARL LYMANGOOD Petros Family Wealth, LLC | 403 | $215,601.95 | $230,959.29 | $15,357.34 | 7.12% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 5,763 | $2.83M | $3.3M | $477,449.13 | 16.9% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 474 | $261,484.91 | $266,743.5 | $5,258.59 | 2.01% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,162 | $497,486.91 | $665,942.17 | $168,455.26 | 33.86% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 191 | $98,668.06 | $109,462.1 | $10,794.04 | 10.94% |
Jeffrey McGrath Cetera Trust Company, N.A | 38 | $16,207.34 | $21,777.8 | $5,570.46 | 34.37% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 40 | $17,539 | $22,924 | $5,385 | 30.7% |
One Degree Advisors Inc. One Degree Advisors Inc | 452 | $195,378.71 | $259,041.19 | $63,662.48 | 32.58% |
Jonathon Gold Gold Investment Management Ltd. | 5,945 | $2.63M | $3.4M | $768,668.11 | 29.27% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 738 | $398,206.29 | $422,947.78 | $24,741.49 | 6.21% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 978 | $502,046 | $560,491.78 | $58,445.78 | 11.64% |
Jon Deven Mouton CAP Partners, LLC | 1,056 | $454,969.18 | $605,193.57 | $150,224.39 | 33.02% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 582 | $257,184.03 | $333,544.19 | $76,360.16 | 29.69% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 18,501 | $10.21M | $10.6M | $395,740.67 | 3.88% |
Taylor Wagner Valued Wealth Advisors LLC | 118 | $58,130.29 | $67,625.8 | $9,495.51 | 16.33% |