| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Morrison Sentry LLC | 43,405 | $4.78M | $6.95M | $2.17M | 45.35% |
Cindi Hill Keener Financial Planning LLC | 19,574 | $2.36M | $3.04M | $687,047.4 | 29.17% |
David W. Lewis Lewis Asset Management, LLC | 11,794 | $1.32M | $1.83M | $513,671.16 | 38.93% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 9,801 | $1.34M | $1.52M | $183,504.44 | 13.69% |
Owen McCabe Tyche Wealth Partners LLC | 158,826 | $16.22M | $24.08M | $7.87M | 48.51% |
William Ramsay Financial Symmetry Inc | 1,508 | $249,654.59 | $234,403.52 | -$15,251.07 | -6.11% |
Jeff Ramsey Quotient Wealth Partners, LLC | 499,355 | $50.84M | $77.62M | $26.78M | 52.68% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,279 | $274,280.35 | $354,247.76 | $79,967.41 | 29.16% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 29,087 | $3.02M | $4.52M | $1.5M | 49.87% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 17,622 | $1.82M | $2.7M | $875,024.11 | 48.07% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 13,188 | $1.33M | $2.05M | $723,716.71 | 54.57% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5,245 | $717,096 | $815,282.8 | $98,186.8 | 13.69% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,633 | $264,334.66 | $420,621.75 | $156,287.09 | 59.12% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 926 | $96,138.34 | $143,937.44 | $47,799.1 | 49.72% |
Jonathon Gold Gold Investment Management Ltd. | 1,645 | $166,899.92 | $249,431.35 | $82,531.43 | 49.45% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,729 | $509,827 | $595,707.75 | $85,880.75 | 16.85% |
Donald Hatcher Solutions 4 Wealth, Ltd | 3,935 | $465,690.27 | $611,656.4 | $145,966.13 | 31.34% |
PETER KRUSSEL Southland Equity Partners LLC | 15,538 | $1.7M | $2.42M | $713,716.72 | 41.95% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 57,030 | $6.75M | $8.86M | $2.12M | 31.38% |
Jon Deven Mouton CAP Partners, LLC | 2,680 | $281,387.47 | $416,579.2 | $135,191.73 | 48.04% |