| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas McElroy Philip James Wealth Mangement, LLC | 507 | $220,845.08 | $352,532.32 | $131,687.24 | 59.63% |
David Vollmer PFS Partners, LLC | 1,605 | $681,559.51 | $1.12M | $434,445.14 | 63.74% |
Benj Foor Frazier Financial Advisors, LLC | 337 | $187,950.38 | $234,326.22 | $46,375.84 | 24.67% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,749 | $3.02M | $4.69M | $1.68M | 55.61% |
Lydia Gallas Harbour Trust & Investment Management Co | 14,770 | $6.86M | $10.27M | $3.41M | 49.65% |
Scott L. Comeau BCU Wealth Advisors, LLC | 1,084 | $453,379.7 | $753,737.72 | $300,358.02 | 66.25% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 9,573 | $4.28M | $6.66M | $2.37M | 55.35% |
Amir Har-El Savvy Advisors, Inc. | 35,991 | $18.98M | $25.03M | $6.05M | 31.87% |
Ann Keitner Quantum Portfolio Management LLC | 1,765 | $1.02M | $1.23M | $209,583.18 | 20.59% |
Kevin M. Fox Fox Financial, Inc | 30,915 | $12.69M | $21.5M | $8.81M | 69.38% |
David W. Lewis Lewis Asset Management, LLC | 3,826 | $1.91M | $2.66M | $754,407.06 | 39.58% |
Owen McCabe Tyche Wealth Partners LLC | 25,923 | $12.86M | $18.03M | $5.17M | 40.19% |
United Advisor Group LLC United Advisor Group, LLC | 4,102 | $1.88M | $2.85M | $967,890.98 | 51.36% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,911 | $967,849.98 | $1.33M | $360,925.69 | 37.29% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,395 | $827,976.63 | $969,985.38 | $142,008.75 | 17.15% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 10,175 | $4.87M | $7.07M | $2.2M | 45.27% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 630 | $274,464.47 | $438,057.91 | $163,593.44 | 59.6% |
Jeffrey McGrath Cetera Trust Company, N.A | 667 | $284,047.7 | $463,785.12 | $179,737.42 | 63.28% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 4,968 | $2.19M | $3.45M | $1.26M | 57.77% |
One Degree Advisors Inc. One Degree Advisors Inc | 1,882 | $955,794.02 | $1.31M | $352,817.08 | 36.91% |