| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Morrison Sentry LLC | 200 | $230,858 | $182,826 | -$48,032 | -20.81% |
David W. Lewis Lewis Asset Management, LLC | 2,295 | $2.11M | $2.19M | $78,041.25 | 3.7% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 996 | $363,802.17 | $901,444.74 | $537,642.57 | 147.78% |
Owen McCabe Tyche Wealth Partners LLC | 572 | $660,366 | $522,882.36 | -$137,483.64 | -20.82% |
United Advisor Group LLC United Advisor Group, LLC | 5,295 | $885,987 | $4.84M | $3.95M | 446.32% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,008 | $1M | $3.66M | $2.66M | 264.92% |
CARL LYMANGOOD Petros Family Wealth, LLC | 589 | $679,877 | $538,422.57 | -$141,454.43 | -20.81% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 7,234 | $7.67M | $6.67M | -$993,605.21 | -12.96% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 416 | $480,497 | $380,278.08 | -$100,218.92 | -20.86% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 581 | $165,739.89 | $531,109.53 | $365,369.64 | 220.45% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 690 | $68,527.84 | $628,930.72 | $560,402.88 | 817.77% |
Jeffrey McGrath Cetera Trust Company, N.A | 87 | $7,425 | $79,529.31 | $72,104.31 | 971.1% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,251 | $468,646.75 | $1.14M | $674,929.88 | 144.02% |
PETER KRUSSEL Southland Equity Partners LLC | 241 | $276,132.58 | $220,305.33 | -$55,827.25 | -20.22% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 673 | $227,515.9 | $615,209.49 | $387,693.59 | 170.4% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,993 | $3.02M | $8.37M | $5.35M | 176.97% |
Taylor Wagner Valued Wealth Advisors LLC | 375 | $210,557.68 | $342,525 | $131,967.32 | 62.68% |
| CPC Charles P. Cocke Jr LB Partners LLC | 6,000 | $3.66M | $5.49M | $1.83M | 49.96% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 509 | $171,960.63 | $460,802.79 | $288,842.16 | 167.97% |
Mark Heider Peirce Capital Management, LLC | 174 | $200,846 | $159,345.72 | -$41,500.28 | -20.66% |