| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Gallas Harbour Trust & Investment Management Co | 14,506 | $7.72M | $9.77M | $2.05M | 26.56% |
Amir Har-El Savvy Advisors, Inc. | 2,084 | $1.15M | $1.45M | $298,565.39 | 25.86% |
Joseph Morrison Sentry LLC | 986 | $565,957.59 | $663,775.2 | $97,817.61 | 17.28% |
David W. Lewis Lewis Asset Management, LLC | 742 | $425,514.04 | $499,514.41 | $74,000.37 | 17.39% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 475 | $234,161.26 | $327,208.5 | $93,047.24 | 39.74% |
Owen McCabe Tyche Wealth Partners LLC | 2,375 | $1.26M | $1.6M | $339,123.79 | 26.92% |
William Ramsay Financial Symmetry Inc | 532 | $272,535.85 | $368,612.16 | $96,076.31 | 35.25% |
United Advisor Group LLC United Advisor Group, LLC | 1,074 | $546,250.8 | $723,016.81 | $176,766.01 | 32.36% |
Jeff Ramsey Quotient Wealth Partners, LLC | 938 | $516,508.49 | $631,461.61 | $114,953.12 | 22.26% |
Timothy Bolger Arrow Capital Pty Ltd | 6,500 | $3.26M | $4.47M | $1.21M | 37.07% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,301 | $698,220.97 | $875,833.21 | $177,612.24 | 25.44% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 218 | $108,651.43 | $151,189.55 | $42,538.12 | 39.15% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,511 | $2.4M | $3.04M | $639,285.31 | 26.66% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 42 | $23,249 | $28,274.4 | $5,025.4 | 21.62% |
Jonathon Gold Gold Investment Management Ltd. | 138 | $73,248.98 | $92,901.6 | $19,652.62 | 26.83% |
PETER KRUSSEL Southland Equity Partners LLC | 327 | $220,741 | $220,136.4 | -$604.6 | -0.27% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,732 | $1.25M | $1.84M | $586,677.8 | 46.84% |
Taylor Wagner Valued Wealth Advisors LLC | 14 | $6,991.48 | $9,671.2 | $2,679.72 | 38.33% |
Darin Sadow Freestone Grove Partners LP | 226,238 | $113.43M | $156.6M | $43.17M | 38.06% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 19,300 | $10.24M | $12.99M | $2.75M | 26.83% |