| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 168 | $15,199.67 | $28,326.48 | $13,126.81 | 86.36% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 1,934 | $277,904.64 | $326,091.74 | $48,187.1 | 17.34% |
Greg Werlinich Werlinich Asset Management, LLC | 14,170 | $1.58M | $2.39M | $809,012.65 | 51.2% |
Courtney Haddad Concurrent Investment Advisors, LLC | 61,736 | $7.65M | $10.41M | $2.76M | 36.07% |
Robert Shea NEOS Investment Management LLC | 148,207 | $17.85M | $24.99M | $7.14M | 40.02% |
Teresa Douberly Burford Brothers, Inc. | 3,831 | $428,985.58 | $645,944.91 | $216,959.33 | 50.57% |
Riley Stephenson Stephenson & Company, Inc. | 3,693 | $411,298.52 | $622,676.73 | $211,378.21 | 51.39% |
James Rankin Modern Wealth Management, LLC | 5,425 | $613,150.77 | $914,709.25 | $301,558.48 | 49.18% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 2,969 | $427,209.75 | $500,603.09 | $73,393.34 | 17.18% |
Benj Foor Frazier Financial Advisors, LLC | 176 | $25,645.02 | $29,675.36 | $4,030.34 | 15.72% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 19,945 | $2.43M | $3.36M | $936,141.48 | 38.58% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,530 | $429,796 | $426,583.3 | -$3,212.7 | -0.75% |
Amir Har-El Savvy Advisors, Inc. | 10,663 | $1.33M | $1.8M | $471,433.55 | 35.54% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,281 | $440,309.82 | $721,819.41 | $281,509.59 | 63.93% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,322 | $338,889.06 | $560,122.42 | $221,233.36 | 65.28% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 14,265 | $1.75M | $2.41M | $653,755.65 | 37.33% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,314 | $161,323 | $221,553.54 | $60,230.54 | 37.34% |
Jon Deven Mouton CAP Partners, LLC | 5,387 | $595,424.83 | $908,302.07 | $312,877.24 | 52.55% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,303 | $800,359.63 | $1.06M | $262,389.2 | 32.78% |
Taylor Wagner Valued Wealth Advisors LLC | 92 | $10,591.62 | $15,512.12 | $4,920.5 | 46.46% |