| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 63,860 | $1.71M | $1.89M | $177,515.5 | 10.35% |
Joseph Morrison Sentry LLC | 28,013 | $1.14M | $825,963.3 | -$312,666.62 | -27.46% |
David W. Lewis Lewis Asset Management, LLC | 17,230 | $425,718.38 | $509,146.5 | $83,428.12 | 19.6% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 5,756 | $152,161.34 | $170,032.24 | $17,870.9 | 11.74% |
Owen McCabe Tyche Wealth Partners LLC | 21,503 | $596,498.44 | $635,521.16 | $39,022.72 | 6.54% |
United Advisor Group LLC United Advisor Group, LLC | 89,061 | $2.29M | $2.63M | $336,230.93 | 14.69% |
Jeff Ramsey Quotient Wealth Partners, LLC | 20,928 | $553,912.1 | $618,631.68 | $64,719.58 | 11.68% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 40,712 | $1.16M | $1.2M | $43,527.51 | 3.75% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,590 | $44,125.1 | $47,071.95 | $2,946.85 | 6.68% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,000 | $28,789.76 | $29,545 | $755.24 | 2.62% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,539 | $42,255.11 | $45,523.62 | $3,268.51 | 7.74% |
Jonathon Gold Gold Investment Management Ltd. | 57,668 | $1.63M | $1.71M | $81,408.33 | 5% |
PETER KRUSSEL Southland Equity Partners LLC | 9,824 | $280,185 | $290,495.68 | $10,310.68 | 3.68% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 110,446 | $3.53M | $3.27M | -$263,930.55 | -7.48% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 20,531 | $569,731.39 | $607,717.6 | $37,986.21 | 6.67% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 39,116 | $987,189.95 | $1.15M | $164,385.09 | 16.65% |
Taylor Wagner Valued Wealth Advisors LLC | 180 | $5,057.59 | $5,322.6 | $265.01 | 5.24% |
Steven JE Manders BKM Wealth Management, LLC | 8,652 | $249,033.94 | $254,931.18 | $5,897.24 | 2.37% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 10,295 | $263,967 | $305,555.6 | $41,588.6 | 15.76% |
Darin Sadow Freestone Grove Partners LP | 335,530 | $8.15M | $9.96M | $1.81M | 22.23% |