| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,428 | $536,083.6 | $700,356.6 | $164,273 | 30.64% |
Owen McCabe Tyche Wealth Partners LLC | 7,493 | $1.84M | $2.15M | $316,196.39 | 17.21% |
United Advisor Group LLC United Advisor Group, LLC | 870 | $236,585 | $249,837.9 | $13,252.9 | 5.6% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,187 | $767,095.19 | $915,370.14 | $148,274.95 | 19.33% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,506 | $368,294 | $437,523.12 | $69,229.12 | 18.8% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,455 | $837,682.07 | $993,243.43 | $155,561.36 | 18.57% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,438 | $350,713.17 | $413,726.98 | $63,013.81 | 17.97% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,439 | $348,619.89 | $414,964.43 | $66,344.54 | 19.03% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,118 | $274,603 | $321,296.43 | $46,693.43 | 17% |
Jonathon Gold Gold Investment Management Ltd. | 21,971 | $5.38M | $6.36M | $974,922.06 | 18.12% |
PETER KRUSSEL Southland Equity Partners LLC | 902 | $223,943.65 | $259,261.86 | $35,318.21 | 15.77% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 943 | $256,444.65 | $270,424.11 | $13,979.46 | 5.45% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 20,194 | $4.91M | $5.83M | $923,225.38 | 18.81% |
Taylor Wagner Valued Wealth Advisors LLC | 522 | $122,631.55 | $150,831.9 | $28,200.35 | 23% |
Steven JE Manders BKM Wealth Management, LLC | 992 | $244,508 | $287,352.64 | $42,844.64 | 17.52% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 10,469 | $2.56M | $3.02M | $461,451.04 | 18.06% |
Darin Sadow Freestone Grove Partners LP | 14,564 | $3.85M | $4.2M | $348,265.47 | 9.05% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,377 | $2.3M | $2.7M | $397,278.57 | 17.28% |
Brad Sayre Shared Vision Wealth Group LLC | 993 | $225,653.17 | $286,103.16 | $60,449.99 | 26.79% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,191 | $777,192.82 | $918,162.38 | $140,969.56 | 18.14% |