| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 8,438 | $1.16M | $4.02M | $2.85M | 245.3% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 447 | $259,666.76 | $212,839.05 | -$46,827.71 | -18.03% |
| AK Alisha Kamadia United Community Bank | 579 | $81,770.72 | $275,690.84 | $193,920.12 | 237.15% |
Greg Werlinich Werlinich Asset Management, LLC | 39,655 | $3.44M | $18.88M | $15.44M | 448.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 87,296 | $15.56M | $41.57M | $26.01M | 167.15% |
Robert Shea NEOS Investment Management LLC | 1.13M | $189.98M | $536.34M | $346.36M | 182.32% |
RENEE PILKENTON Exchange Bank | 417 | $242,240 | $198,554.55 | -$43,685.45 | -18.03% |
Savoie Capital LLC Savoie Capital LLC | 174,522 | $22.65M | $83.1M | $60.45M | 266.96% |
Scott McMillan White Wing Wealth Management | 6,989 | $936,386.33 | $3.33M | $2.39M | 255.39% |
Charles Corkery PUREfi Wealth, LLC | 2,910 | $451,074.16 | $1.39M | $934,522.31 | 207.18% |
Mark Weber DecisionMap Wealth Management, LLC | 1,005 | $583,815 | $478,530.74 | -$105,284.26 | -18.03% |
James Rankin Modern Wealth Management, LLC | 11,047 | $1.65M | $5.26M | $3.61M | 218.5% |
KKM Financial LLC KKM Financial LLC | 66,353 | $14.11M | $31.59M | $17.48M | 123.9% |
Joseph C. Gissy Tactive Advisors, LLC | 7,046 | $1.16M | $3.35M | $2.2M | 189.41% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,642 | $418,071.29 | $1.26M | $839,916.98 | 200.9% |
Menachem Striks Morton Capital Management LLC/CA | 408 | $237,012 | $194,269.2 | -$42,742.8 | -18.03% |
David Vollmer PFS Partners, LLC | 236 | $83,689.59 | $112,371.4 | $28,681.81 | 34.27% |
Benj Foor Frazier Financial Advisors, LLC | 473 | $113,885.97 | $228,686.04 | $114,800.07 | 100.8% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,826 | $278,258.84 | $869,449.88 | $591,191.04 | 212.46% |
Amir Har-El Savvy Advisors, Inc. | 24,415 | $4.23M | $11.63M | $7.4M | 174.86% |