| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 189 | $37,030.43 | $43,880.13 | $6,849.7 | 18.5% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 898 | $140,625.55 | $206,665.72 | $66,040.17 | 46.96% |
Lydia Gallas Harbour Trust & Investment Management Co | 54,086 | $5M | $12.56M | $7.56M | 151.14% |
Amir Har-El Savvy Advisors, Inc. | 13,261 | $2.33M | $3.11M | $777,034.85 | 33.31% |
Ann Keitner Quantum Portfolio Management LLC | 3,999 | $677,155.87 | $928,447.83 | $251,291.96 | 37.11% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 179 | $40,628.06 | $42,193.88 | $1,565.82 | 3.85% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,887 | $415,651.48 | $670,274.79 | $254,623.31 | 61.26% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,528 | $284,535.68 | $354,755.76 | $70,220.08 | 24.68% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 8,513 | $801,816.54 | $1.96M | $1.16M | 144.34% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 368 | $38,363.88 | $86,369.6 | $48,005.72 | 125.13% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,990 | $179,438.15 | $462,018.3 | $282,580.15 | 157.48% |
One Degree Advisors Inc. One Degree Advisors Inc | 1,440 | $184,838.06 | $337,255.2 | $152,417.14 | 82.46% |
Jonathon Gold Gold Investment Management Ltd. | 2,433 | $219,383.5 | $559,930.62 | $340,547.12 | 155.23% |
PETER KRUSSEL Southland Equity Partners LLC | 3,753 | $313,361.18 | $871,334.01 | $557,972.83 | 178.06% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,578 | $826,903.75 | $1.07M | $247,232.39 | 29.9% |
Darin Sadow Freestone Grove Partners LP | 2 | $454 | $470.59 | $16.59 | 3.65% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 949 | $169,861.72 | $218,402.86 | $48,541.14 | 28.58% |
Dane Grouell Turning Point Benefit Group, Inc. | 970 | $220,389 | $226,805.4 | $6,416.4 | 2.91% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,619 | $251,803.14 | $372,596.66 | $120,793.52 | 47.97% |
Anthony Blagrove Traveka Wealth, LLC | 904 | $205,208 | $208,046.56 | $2,838.56 | 1.38% |