| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 23,487 | $2.07M | $2.3M | $221,663.31 | 10.69% |
Joseph Morrison Sentry LLC | 3,597 | $374,284.05 | $352,901.67 | -$21,382.38 | -5.71% |
David W. Lewis Lewis Asset Management, LLC | 2,378 | $213,727.45 | $230,832.46 | $17,105.01 | 8% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,488 | $363,396.61 | $435,986.76 | $72,590.15 | 19.98% |
Owen McCabe Tyche Wealth Partners LLC | 3,219 | $309,788.77 | $312,226.9 | $2,438.13 | 0.79% |
United Advisor Group LLC United Advisor Group, LLC | 2,973 | $288,426.86 | $287,459.37 | -$967.49 | -0.34% |
Jeff Ramsey Quotient Wealth Partners, LLC | 8,223 | $790,326.22 | $795,493.02 | $5,166.8 | 0.65% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,864 | $325,616.17 | $374,808 | $49,191.83 | 15.11% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,808 | $173,651.58 | $175,891.28 | $2,239.7 | 1.29% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 813 | $75,288 | $78,861 | $3,573 | 4.75% |
PETER KRUSSEL Southland Equity Partners LLC | 3,880 | $357,700.74 | $376,360 | $18,659.26 | 5.22% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 17,965 | $1.63M | $1.74M | $109,347.98 | 6.71% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 44,273 | $4.14M | $4.34M | $209,328.5 | 5.06% |
Taylor Wagner Valued Wealth Advisors LLC | 160 | $14,952.43 | $15,603.2 | $650.77 | 4.35% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 12,238 | $1.03M | $1.19M | $154,518.81 | 14.97% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 62,367 | $5.97M | $6.05M | $77,228.97 | 1.29% |
Brad Sayre Shared Vision Wealth Group LLC | 2,001 | $204,442 | $196,248.07 | -$8,193.93 | -4.01% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 5,564 | $530,780.7 | $540,119.74 | $9,339.04 | 1.76% |
Julie Beswick Advantage Trust Co | 1,455 | $140,414.55 | $141,665.2 | $1,250.65 | 0.89% |
Kent Keister Bear Mountain Capital, Inc. | 520 | $49,708.71 | $50,614.2 | $905.49 | 1.82% |