| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,310 | $277,406.5 | $316,204.3 | $38,797.8 | 13.99% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 2,796 | $252,109.11 | $267,101.88 | $14,992.77 | 5.95% |
Benj Foor Frazier Financial Advisors, LLC | 326 | $27,203.56 | $31,087.36 | $3,883.8 | 14.28% |
Lydia Gallas Harbour Trust & Investment Management Co | 23,856 | $1.67M | $2.27M | $602,125.86 | 36% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 7,722 | $541,499.32 | $741,852.54 | $200,353.22 | 37% |
Amir Har-El Savvy Advisors, Inc. | 12,913 | $1.18M | $1.23M | $56,382.57 | 4.79% |
Joseph Morrison Sentry LLC | 6,849 | $543,089.38 | $653,120.64 | $110,031.26 | 20.26% |
David W. Lewis Lewis Asset Management, LLC | 2,545 | $241,213.6 | $242,691.2 | $1,477.6 | 0.61% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 33,747 | $3.04M | $3.22M | $182,759.55 | 6.02% |
Owen McCabe Tyche Wealth Partners LLC | 27,784 | $2.01M | $2.65M | $641,428.37 | 31.94% |
United Advisor Group LLC United Advisor Group, LLC | 11,308 | $1.01M | $1.08M | $70,431.05 | 6.99% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,988 | $308,031.59 | $380,295.68 | $72,264.09 | 23.46% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 33,353 | $2.43M | $3.18M | $746,075.86 | 30.65% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,601 | $684,693.2 | $724,831.36 | $40,138.16 | 5.86% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 8,571 | $601,165.77 | $817,330.56 | $216,164.79 | 35.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 642 | $48,295.07 | $61,298.16 | $13,003.09 | 26.92% |
Jeffrey McGrath Cetera Trust Company, N.A | 450 | $31,554 | $42,912 | $11,358 | 36% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,320 | $127,406 | $126,033.6 | -$1,372.4 | -1.08% |
PETER KRUSSEL Southland Equity Partners LLC | 4,279 | $276,788.79 | $409,051 | $132,262.21 | 47.78% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 134,208 | $9.04M | $12.89M | $3.85M | 42.55% |