| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 37,707 | $3.13M | $3.97M | $842,312.99 | 26.95% |
Ann Keitner Quantum Portfolio Management LLC | 667 | $61,544 | $74,097.03 | $12,553.03 | 20.4% |
David W. Lewis Lewis Asset Management, LLC | 3,261 | $300,884 | $343,187.64 | $42,303.64 | 14.06% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 645 | $59,514 | $67,879.8 | $8,365.8 | 14.06% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,240 | $490,488.3 | $656,697.6 | $166,209.3 | 33.89% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,784 | $125,539.84 | $187,748.16 | $62,208.32 | 49.55% |
Jeffrey McGrath Cetera Trust Company, N.A | 27,330 | $1.9M | $3.01M | $1.11M | 58.54% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 5,326 | $366,428.8 | $560,508.24 | $194,079.44 | 52.97% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 131,823 | $7.52M | $13.87M | $6.35M | 84.48% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,760 | $721,821.26 | $816,662.4 | $94,841.14 | 13.14% |
Taylor Wagner Valued Wealth Advisors LLC | 345 | $28,833.78 | $36,307.8 | $7,474.02 | 25.92% |
Darin Sadow Freestone Grove Partners LP | 1 | $99.91 | $111.09 | $11.18 | 11.19% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 20,316 | $1.87M | $2.19M | $320,635.35 | 17.12% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,679 | $250,972.89 | $297,610.1 | $46,637.21 | 18.58% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,309 | $349,363.24 | $453,479.16 | $104,115.92 | 29.8% |
Anthony Blagrove Traveka Wealth, LLC | 2,809 | $225,334.42 | $295,619.16 | $70,284.74 | 31.19% |
Christopher Dodds Crown Oak Advisors, LLC | 471,770 | $32.8M | $49.65M | $16.85M | 51.36% |
Wayne Atkins VCI Wealth Management LLC | 25,509 | $2.35M | $2.76M | $401,756.1 | 17.07% |
Curtis Burkholder Bare Financial Services, Inc | 193 | $17,736.27 | $20,311.32 | $2,575.05 | 14.52% |
Keisuke Ichihara Rakuten Securities, Inc. | 4 | $378.66 | $437.36 | $58.7 | 15.5% |