| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,800 | $254,899.55 | $262,136 | $7,236.45 | 2.84% |
Charles Corkery PUREfi Wealth, LLC | 2,495 | $225,523 | $231,585.9 | $6,062.9 | 2.69% |
James Rankin Modern Wealth Management, LLC | 11,770 | $986,763.23 | $1.09M | $104,668.87 | 10.61% |
Joseph C. Gissy Tactive Advisors, LLC | 3,500 | $283,184.93 | $324,870 | $41,685.07 | 14.72% |
Menachem Striks Morton Capital Management LLC/CA | 7,561 | $495,840.95 | $701,812.02 | $205,971.07 | 41.54% |
David Vollmer PFS Partners, LLC | 114 | $7,330.18 | $10,571.22 | $3,241.04 | 44.22% |
Benj Foor Frazier Financial Advisors, LLC | 222 | $19,352.65 | $20,586.06 | $1,233.41 | 6.37% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 21,063 | $1.75M | $1.95M | $207,306.94 | 11.87% |
Lydia Gallas Harbour Trust & Investment Management Co | 5,750 | $404,600.31 | $533,197.5 | $128,597.19 | 31.78% |
Amir Har-El Savvy Advisors, Inc. | 6,174 | $558,100 | $573,471.99 | $15,371.99 | 2.75% |
David W. Lewis Lewis Asset Management, LLC | 10,250 | $926,498 | $950,482.5 | $23,984.5 | 2.59% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,957 | $275,374.45 | $274,202.61 | -$1,171.84 | -0.43% |
Owen McCabe Tyche Wealth Partners LLC | 14,177 | $1.14M | $1.31M | $174,833.1 | 15.34% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,950 | $286,916.73 | $366,283.5 | $79,366.77 | 27.66% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,632 | $328,296 | $336,795.36 | $8,499.36 | 2.59% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 12,657 | $914,362.21 | $1.17M | $259,321.4 | 28.36% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 920 | $65,763.51 | $85,454.2 | $19,690.69 | 29.94% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 742 | $67,069 | $68,920.67 | $1,851.67 | 2.76% |
PETER KRUSSEL Southland Equity Partners LLC | 3,200 | $321,233.53 | $299,584 | -$21,649.53 | -6.74% |
Jon Deven Mouton CAP Partners, LLC | 8,331 | $587,620.69 | $772,533.63 | $184,912.94 | 31.47% |