| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Gallas Harbour Trust & Investment Management Co | 5,613 | $545,272.29 | $1.15M | $602,922.99 | 110.57% |
Scott L. Comeau BCU Wealth Advisors, LLC | 2,088 | $215,166.08 | $420,168.24 | $205,002.16 | 95.28% |
Amir Har-El Savvy Advisors, Inc. | 37,259 | $5.65M | $7.46M | $1.8M | 31.92% |
Joseph Morrison Sentry LLC | 4,447 | $432,470.57 | $900,717.61 | $468,247.04 | 108.27% |
David W. Lewis Lewis Asset Management, LLC | 6,877 | $1.09M | $1.4M | $308,396.48 | 28.22% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,463 | $497,670.93 | $707,802.57 | $210,131.64 | 42.22% |
Owen McCabe Tyche Wealth Partners LLC | 16,729 | $1.65M | $3.41M | $1.75M | 105.98% |
United Advisor Group LLC United Advisor Group, LLC | 15,353 | $1.86M | $3.13M | $1.27M | 68.58% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,649 | $688,746.65 | $1.15M | $465,711.23 | 67.62% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,239 | $405,057 | $453,498.25 | $48,441.25 | 11.96% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,858 | $191,715.27 | $371,590.71 | $179,875.44 | 93.82% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,636 | $293,589.17 | $537,111.36 | $243,522.19 | 82.95% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,451 | $139,431.71 | $290,787.65 | $151,355.94 | 108.55% |
Jeffrey McGrath Cetera Trust Company, N.A | 72 | $6,773.85 | $14,666.4 | $7,892.55 | 116.51% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 577 | $52,741 | $117,739.73 | $64,998.73 | 123.24% |
Jonathon Gold Gold Investment Management Ltd. | 750 | $70,560 | $153,873.75 | $83,313.75 | 118.08% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,603 | $260,690.56 | $327,460.84 | $66,770.28 | 25.61% |
PETER KRUSSEL Southland Equity Partners LLC | 8,539 | $931,637.2 | $1.74M | $810,788.44 | 87.03% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 8,936 | $1.23M | $1.83M | $596,822.49 | 48.52% |
Jon Deven Mouton CAP Partners, LLC | 1,210 | $192,171.75 | $247,299.8 | $55,128.05 | 28.69% |