| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 42,936 | $14.77M | $16.64M | $1.88M | 12.71% |
Ann Keitner Quantum Portfolio Management LLC | 2,080 | $625,894.94 | $808,080 | $182,185.06 | 29.11% |
Joseph Morrison Sentry LLC | 757 | $281,415 | $294,094.5 | $12,679.5 | 4.51% |
David W. Lewis Lewis Asset Management, LLC | 3,342 | $860,195.56 | $1.3M | $438,171.44 | 50.94% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 936 | $222,600.2 | $363,636 | $141,035.8 | 63.36% |
Owen McCabe Tyche Wealth Partners LLC | 23,610 | $6.07M | $9.17M | $3.1M | 51.13% |
William Ramsay Financial Symmetry Inc | 1,950 | $494,374.13 | $744,315 | $249,940.87 | 50.56% |
United Advisor Group LLC United Advisor Group, LLC | 18,572 | $6.5M | $7.22M | $712,992.69 | 10.97% |
Jeff Ramsey Quotient Wealth Partners, LLC | 14,394 | $4.11M | $5.59M | $1.48M | 35.98% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,671 | $665,531.67 | $649,183.5 | -$16,348.17 | -2.46% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 18,016 | $5.47M | $7M | $1.52M | 27.85% |
Raymond Debbane Siren, L.L.C. | 21,500 | $7.82M | $8.35M | $529,010 | 6.76% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,315 | $1.45M | $1.68M | $227,428.14 | 15.7% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,122 | $712,038.01 | $824,397 | $112,358.99 | 15.78% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 57 | $11,724.67 | $22,096.62 | $10,371.95 | 88.46% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 239 | $59,386.72 | $92,851.5 | $33,464.78 | 56.35% |
One Degree Advisors Inc. One Degree Advisors Inc | 1,287 | $303,455.73 | $499,999.5 | $196,543.77 | 64.77% |
Jonathon Gold Gold Investment Management Ltd. | 20,972 | $8.1M | $8.15M | $51,195.84 | 0.63% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 7,660 | $2.23M | $2.97M | $743,900.66 | 33.43% |
Donald Hatcher Solutions 4 Wealth, Ltd | 782 | $149,049.8 | $303,807 | $154,757.2 | 103.83% |