| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Gallas Harbour Trust & Investment Management Co | 8,121 | $1.01M | $1.26M | $246,472.58 | 24.29% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 13,012 | $1.9M | $1.98M | $85,489.12 | 4.5% |
Amir Har-El Savvy Advisors, Inc. | 20,166 | $2.81M | $3.13M | $318,489.32 | 11.32% |
David W. Lewis Lewis Asset Management, LLC | 28,898 | $3.68M | $4.49M | $811,068.11 | 22.06% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,702 | $440,738.96 | $574,994.64 | $134,255.68 | 30.46% |
Owen McCabe Tyche Wealth Partners LLC | 10,791 | $1.4M | $1.68M | $277,972.97 | 19.88% |
United Advisor Group LLC United Advisor Group, LLC | 2,324 | $300,482.05 | $360,963.68 | $60,481.63 | 20.13% |
Jeffrey McGrath Cetera Trust Company, N.A | 414 | $51,738 | $64,302.48 | $12,564.48 | 24.28% |
Jon Deven Mouton CAP Partners, LLC | 2,075 | $302,826 | $322,289 | $19,463 | 6.43% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,508 | $351,245.46 | $389,605.26 | $38,359.8 | 10.92% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,551 | $197,286.85 | $240,940.09 | $43,653.24 | 22.13% |
Brad Sayre Shared Vision Wealth Group LLC | 2,351 | $293,817.4 | $365,216.09 | $71,398.69 | 24.3% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 63,587 | $8.16M | $9.88M | $1.71M | 20.99% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,712 | $213,959.69 | $265,950.64 | $51,990.95 | 24.3% |
Cody Gehman Stonebridge Financial Group, LLC | 3,560 | $483,228.14 | $553,028.2 | $69,800.06 | 14.44% |
Kent Keister Bear Mountain Capital, Inc. | 103 | $13,458.31 | $16,000.53 | $2,542.22 | 18.89% |
Curtis Burkholder Bare Financial Services, Inc | 342 | $42,740 | $53,061.3 | $10,321.3 | 24.15% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,259 | $407,276.9 | $505,633.85 | $98,356.95 | 24.15% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 404 | $54,835 | $62,680.6 | $7,845.6 | 14.31% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 96,139 | $12.11M | $14.93M | $2.83M | 23.36% |