| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 790 | $52,718.14 | $55,750.3 | $3,032.16 | 5.75% |
Benj Foor Frazier Financial Advisors, LLC | 322 | $30,960.36 | $22,723.54 | -$8,236.82 | -26.6% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 30,720 | $2.65M | $2.17M | -$483,154.55 | -18.22% |
Lydia Gallas Harbour Trust & Investment Management Co | 9,510 | $466,819.84 | $671,120.7 | $204,300.86 | 43.76% |
Amir Har-El Savvy Advisors, Inc. | 81,312 | $7.26M | $5.92M | -$1.34M | -18.43% |
Ann Keitner Quantum Portfolio Management LLC | 14,169 | $1.72M | $999,906.33 | -$721,521.13 | -41.91% |
David W. Lewis Lewis Asset Management, LLC | 4,091 | $497,929.12 | $288,701.87 | -$209,227.25 | -42.02% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,092 | $95,125.5 | $225,422.26 | $130,296.76 | 136.97% |
Owen McCabe Tyche Wealth Partners LLC | 31,935 | $1.7M | $2.25M | $552,418.97 | 32.47% |
United Advisor Group LLC United Advisor Group, LLC | 11,372 | $967,922 | $802,522.04 | -$165,399.96 | -17.09% |
Jeff Ramsey Quotient Wealth Partners, LLC | 18,901 | $1.31M | $1.33M | $26,541.22 | 2.03% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,546 | $503,861.67 | $391,381.22 | -$112,480.45 | -22.32% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 48,205 | $3.41M | $3.5M | $93,143.35 | 2.73% |
Raymond Debbane Siren, L.L.C. | 25,000 | $1.78M | $1.82M | $30,325 | 1.7% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 230 | $11,293.39 | $16,714.1 | $5,420.71 | 48% |
Jeffrey McGrath Cetera Trust Company, N.A | 16,440 | $1.56M | $1.16M | -$400,896.24 | -25.68% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 340 | $20,166.6 | $23,993.8 | $3,827.2 | 18.98% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 6,003 | $359,266.45 | $423,631.71 | $64,365.26 | 17.92% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 47,641 | $3.31M | $3.36M | $47,163.37 | 1.42% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 10,837 | $678,625.39 | $789,312.89 | $110,687.5 | 16.31% |