| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Morrison Sentry LLC | 3,597 | $374,284.05 | $379,447.53 | $5,163.48 | 1.38% |
David W. Lewis Lewis Asset Management, LLC | 2,337 | $209,412 | $246,530.13 | $37,118.13 | 17.72% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,581 | $368,682.74 | $480,134.61 | $111,451.87 | 30.23% |
Owen McCabe Tyche Wealth Partners LLC | 3,060 | $293,538.81 | $322,799.4 | $29,260.59 | 9.97% |
United Advisor Group LLC United Advisor Group, LLC | 2,788 | $269,520.7 | $294,106.12 | $24,585.42 | 9.12% |
Jeff Ramsey Quotient Wealth Partners, LLC | 8,661 | $832,378.48 | $913,648.89 | $81,270.41 | 9.76% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,878 | $326,795.02 | $409,090.22 | $82,295.2 | 25.18% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,870 | $179,604.21 | $195,994.7 | $16,390.49 | 9.13% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 813 | $75,288 | $85,763.37 | $10,475.37 | 13.91% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,562 | $139,946 | $163,713.22 | $23,767.22 | 16.98% |
PETER KRUSSEL Southland Equity Partners LLC | 3,983 | $368,719.67 | $420,166.67 | $51,447 | 13.95% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 17,779 | $1.61M | $1.86M | $244,288.02 | 15.15% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 40,137 | $3.72M | $4.23M | $511,926.53 | 13.75% |
Taylor Wagner Valued Wealth Advisors LLC | 161 | $15,048.44 | $16,983.89 | $1,935.45 | 12.86% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 12,197 | $1.03M | $1.29M | $258,998.02 | 25.2% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 62,737 | $6.01M | $6.62M | $612,103.45 | 10.19% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 5,731 | $546,814.38 | $604,563.19 | $57,748.81 | 10.56% |
Julie Beswick Advantage Trust Co | 1,455 | $140,414.55 | $153,487.95 | $13,073.4 | 9.31% |
Kent Keister Bear Mountain Capital, Inc. | 520 | $49,708.71 | $54,501.2 | $4,792.49 | 9.64% |
Curtis Burkholder Bare Financial Services, Inc | 52 | $4,538.7 | $5,450.12 | $911.42 | 20.08% |