| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Morrison Sentry LLC | 15,972 | $597,033.43 | $1.38M | $783,745.97 | 131.27% |
David W. Lewis Lewis Asset Management, LLC | 4,438 | $355,680.34 | $383,665.1 | $27,984.76 | 7.87% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,765 | $137,110.37 | $239,034.25 | $101,923.88 | 74.34% |
Owen McCabe Tyche Wealth Partners LLC | 47,585 | $3.72M | $4.24M | $523,083.44 | 14.06% |
United Advisor Group LLC United Advisor Group, LLC | 3,601 | $310,032.93 | $311,306.45 | $1,273.52 | 0.41% |
Jeff Ramsey Quotient Wealth Partners, LLC | 13,805 | $775,747.45 | $1.19M | $417,694.8 | 53.84% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,037 | $373,091.89 | $435,448.65 | $62,356.76 | 16.71% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 10,185 | $624,897.19 | $888,488.47 | $263,591.28 | 42.18% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4,745 | $255,780.23 | $410,205.25 | $154,425.02 | 60.37% |
Jeffrey McGrath Cetera Trust Company, N.A | 19,926 | $980,757.58 | $1.72M | $741,845.12 | 75.64% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 200 | $10,046 | $17,290 | $7,244 | 72.11% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,248 | $268,035.36 | $280,789.6 | $12,754.24 | 4.76% |
PETER KRUSSEL Southland Equity Partners LLC | 4,450 | $264,087.55 | $384,702.5 | $120,614.95 | 45.67% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 14,471 | $1.24M | $1.25M | $9,365.36 | 0.75% |
Taylor Wagner Valued Wealth Advisors LLC | 872 | $60,702.52 | $75,384.4 | $14,681.88 | 24.19% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 16,789 | $876,711.55 | $1.45M | $574,697.5 | 65.55% |
Darin Sadow Freestone Grove Partners LP | 26,606 | $2.12M | $2.3M | $181,984.7 | 8.59% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 108,531 | $5.41M | $9.38M | $3.97M | 73.51% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 5,240 | $330,030.78 | $452,998 | $122,967.22 | 37.26% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,095 | $326,809.94 | $354,012.75 | $27,202.81 | 8.32% |