| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 13,395 | $2.43M | $2.88M | $448,051.98 | 18.42% |
Amir Har-El Savvy Advisors, Inc. | 87,974 | $16.79M | $18.92M | $2.12M | 12.64% |
Ann Keitner Quantum Portfolio Management LLC | 48 | $9,212.16 | $10,692.96 | $1,480.8 | 16.07% |
Joseph Morrison Sentry LLC | 6,168 | $902,362.49 | $1.37M | $471,682.87 | 52.27% |
David W. Lewis Lewis Asset Management, LLC | 3,631 | $729,917.4 | $780,701.29 | $50,783.89 | 6.96% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 15 | $3,192 | $3,225.15 | $33.15 | 1.04% |
Owen McCabe Tyche Wealth Partners LLC | 11,271 | $2.15M | $2.42M | $275,943.16 | 12.85% |
United Advisor Group LLC United Advisor Group, LLC | 1,809 | $337,163.71 | $388,953.08 | $51,789.37 | 15.36% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,545 | $273,564.71 | $332,190.44 | $58,625.73 | 21.43% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 25,273 | $4.43M | $5.43M | $1M | 22.68% |
Kaitlin Theobald Sherrill & Hutchins Financial Advisory, Inc | 3,141 | $519,075.8 | $675,346.39 | $156,270.59 | 30.11% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 124,414 | $19.68M | $26.75M | $7.07M | 35.91% |
PETER KRUSSEL Southland Equity Partners LLC | 1,692 | $276,947.33 | $363,796.91 | $86,849.58 | 31.36% |
Jon Deven Mouton CAP Partners, LLC | 1,170 | $184,744.91 | $251,561.69 | $66,816.78 | 36.17% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,125 | $795,998.97 | $886,916.23 | $90,917.26 | 11.42% |
Taylor Wagner Valued Wealth Advisors LLC | 25 | $4,107.41 | $5,375.25 | $1,267.84 | 30.87% |
Steven JE Manders BKM Wealth Management, LLC | 11,052 | $1.76M | $2.38M | $617,974.54 | 35.15% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,285 | $226,532.68 | $276,287.84 | $49,755.16 | 21.96% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 1,008 | $190,336.86 | $216,730.07 | $26,393.21 | 13.87% |
Mark Heider Peirce Capital Management, LLC | 2,310 | $443,251 | $496,673.09 | $53,422.09 | 12.05% |