| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 5,291 | $367,324.06 | $415,766.78 | $48,442.72 | 13.19% |
| AK Alisha Kamadia United Community Bank | 124 | $10,494.61 | $9,441.36 | -$1,053.25 | -10.04% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,912 | $923,643.62 | $857,464.96 | -$66,178.66 | -7.16% |
Robert Shea NEOS Investment Management LLC | 87,198 | $6.96M | $6.77M | -$191,793.28 | -2.76% |
Savoie Capital LLC Savoie Capital LLC | 22,000 | $1.51M | $1.73M | $217,420 | 14.39% |
James Rankin Modern Wealth Management, LLC | 11,343 | $851,555.78 | $869,327.52 | $17,771.74 | 2.09% |
David Vollmer PFS Partners, LLC | 72,989 | $5.62M | $5.74M | $117,471.65 | 2.09% |
Benj Foor Frazier Financial Advisors, LLC | 324 | $26,759.31 | $25,521.48 | -$1,237.83 | -4.63% |
Amir Har-El Savvy Advisors, Inc. | 6,841 | $574,030.84 | $537,565.78 | -$36,465.06 | -6.35% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 24 | $1,789 | $1,885.92 | $96.92 | 5.42% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,257 | $238,583.22 | $255,935.06 | $17,351.84 | 7.27% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 560 | $37,973.76 | $44,004.8 | $6,031.04 | 15.88% |
Jeffrey McGrath Cetera Trust Company, N.A | 17,971 | $1.34M | $1.37M | $27,241.23 | 2.03% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,015 | $224,744 | $236,918.7 | $12,174.7 | 5.42% |
Taylor Wagner Valued Wealth Advisors LLC | 408 | $31,692.11 | $32,060.64 | $368.53 | 1.16% |
Darin Sadow Freestone Grove Partners LP | 1.93M | $144.69M | $147.61M | $2.92M | 2.02% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,155 | $642,432.39 | $710,519.55 | $68,087.16 | 10.6% |
Curtis Burkholder Bare Financial Services, Inc | 81 | $6,294.44 | $6,364.98 | $70.54 | 1.12% |
Keisuke Ichihara Rakuten Securities, Inc. | 10 | $745 | $761.4 | $16.4 | 2.2% |
Joshua Stipcich Tidemark, LLC | 12 | $903 | $945.24 | $42.24 | 4.68% |