| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 189 | $37,030.43 | $44,787.33 | $7,756.9 | 20.95% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 898 | $140,625.55 | $210,527.12 | $69,901.57 | 49.71% |
Lydia Gallas Harbour Trust & Investment Management Co | 54,086 | $5M | $12.68M | $7.68M | 153.59% |
Amir Har-El Savvy Advisors, Inc. | 11,619 | $1.96M | $2.72M | $763,771.55 | 38.96% |
Ann Keitner Quantum Portfolio Management LLC | 4,266 | $718,062.95 | $1M | $282,058.09 | 39.28% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 181 | $41,082 | $42,433.64 | $1,351.64 | 3.29% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,679 | $368,443.76 | $628,064.76 | $259,621 | 70.46% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,528 | $284,535.68 | $362,090.16 | $77,554.48 | 27.26% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 8,513 | $801,816.54 | $2M | $1.19M | 148.91% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 368 | $38,363.88 | $86,273.92 | $47,910.04 | 124.88% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,990 | $179,438.15 | $466,535.6 | $287,097.45 | 160% |
One Degree Advisors Inc. One Degree Advisors Inc | 1,438 | $184,384.12 | $337,124.72 | $152,740.6 | 82.84% |
Jonathon Gold Gold Investment Management Ltd. | 2,433 | $219,383.5 | $578,494.41 | $359,110.91 | 163.69% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 658 | $130,097 | $154,261.52 | $24,164.52 | 18.57% |
PETER KRUSSEL Southland Equity Partners LLC | 3,852 | $319,759.35 | $903,062.88 | $583,303.53 | 182.42% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,980 | $689,220.19 | $933,071.2 | $243,851.01 | 35.38% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,127 | $201,560.56 | $264,213.88 | $62,653.32 | 31.08% |
Dane Grouell Turning Point Benefit Group, Inc. | 970 | $220,389 | $227,406.8 | $7,017.8 | 3.18% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,629 | $253,335.07 | $381,902.76 | $128,567.69 | 50.75% |
Anthony Blagrove Traveka Wealth, LLC | 904 | $205,208 | $211,933.76 | $6,725.76 | 3.28% |