| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 2,887 | $518,423.15 | $1.28M | $764,299.82 | 147.43% |
KKM Financial LLC KKM Financial LLC | 850 | $221,374 | $387,990.99 | $166,616.99 | 75.26% |
Joseph C. Gissy Tactive Advisors, LLC | 1,519 | $588,780 | $693,362.72 | $104,582.72 | 17.76% |
Menachem Striks Morton Capital Management LLC/CA | 1,316 | $228,075.27 | $605,070.48 | $376,995.21 | 165.29% |
David Vollmer PFS Partners, LLC | 1,237 | $170,023.59 | $568,747.86 | $398,724.27 | 234.51% |
Benj Foor Frazier Financial Advisors, LLC | 90 | $13,296.12 | $41,380.2 | $28,084.08 | 211.22% |
Amir Har-El Savvy Advisors, Inc. | 7,284 | $1.17M | $3.22M | $2.05M | 175.09% |
Ann Keitner Quantum Portfolio Management LLC | 1,724 | $448,999 | $792,660.72 | $343,661.72 | 76.54% |
Joseph Morrison Sentry LLC | 846 | $209,030 | $388,973.88 | $179,943.88 | 86.09% |
David W. Lewis Lewis Asset Management, LLC | 5,838 | $786,848.39 | $2.66M | $1.88M | 238.67% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 526 | $156,956.81 | $235,313.99 | $78,357.18 | 49.92% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,741 | $295,716.68 | $800,476.98 | $504,760.3 | 170.69% |
Timothy Bolger Arrow Capital Pty Ltd | 20,000 | $5.21M | $8.96M | $3.75M | 72.02% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,937 | $263,482.4 | $890,593.86 | $627,111.46 | 238.01% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,240 | $170,020.23 | $566,010.39 | $395,990.16 | 232.91% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 156 | $23,277.48 | $69,342.78 | $46,065.3 | 197.9% |
Jeffrey McGrath Cetera Trust Company, N.A | 60 | $7,800 | $27,586.8 | $19,786.8 | 253.68% |
One Degree Advisors Inc. One Degree Advisors Inc | 1,048 | $272,941.12 | $466,056.08 | $193,114.96 | 70.75% |
PETER KRUSSEL Southland Equity Partners LLC | 1,344 | $231,548.64 | $617,944.32 | $386,395.68 | 166.87% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,480 | $372,885.6 | $657,208.8 | $284,323.2 | 76.25% |