| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 2,725 | $534,012.29 | $833,863.62 | $299,851.33 | 56.15% |
KKM Financial LLC KKM Financial LLC | 31,003 | $5M | $9.48M | $4.48M | 89.59% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,058 | $203,832 | $323,483.5 | $119,651.5 | 58.7% |
David Vollmer PFS Partners, LLC | 875 | $145,348.2 | $267,754.37 | $122,406.17 | 84.22% |
Benj Foor Frazier Financial Advisors, LLC | 92 | $22,465 | $28,152.46 | $5,687.46 | 25.32% |
Amir Har-El Savvy Advisors, Inc. | 4,580 | $855,635.92 | $1.4M | $547,263.88 | 63.96% |
David W. Lewis Lewis Asset Management, LLC | 2,093 | $511,060 | $640,468.46 | $129,408.46 | 25.32% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,429 | $213,623.34 | $437,281.14 | $223,657.8 | 104.7% |
Owen McCabe Tyche Wealth Partners LLC | 942 | $230,018 | $288,256.71 | $58,238.71 | 25.32% |
United Advisor Group LLC United Advisor Group, LLC | 8,180 | $1.21M | $2.5M | $1.3M | 107.24% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,059 | $741,495.96 | $1.55M | $806,583.33 | 108.78% |
Timothy Bolger Arrow Capital Pty Ltd | 20,000 | $3.09M | $6.12M | $3.03M | 97.83% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 8,374 | $1.35M | $2.56M | $1.22M | 90.45% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,873 | $895,154.2 | $1.8M | $902,013.16 | 100.77% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 167 | $29,868.98 | $51,153.77 | $21,284.79 | 71.26% |
Jeffrey McGrath Cetera Trust Company, N.A | 137 | $20,325 | $41,922.68 | $21,597.68 | 106.26% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 407 | $99,381 | $124,668.17 | $25,287.17 | 25.44% |
PETER KRUSSEL Southland Equity Partners LLC | 1,592 | $306,346.01 | $490,320.08 | $183,974.07 | 60.05% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,770 | $344,033.94 | $542,168.7 | $198,134.76 | 57.59% |
Taylor Wagner Valued Wealth Advisors LLC | 72 | $15,757.65 | $22,054.32 | $6,296.67 | 39.96% |