| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 732 | $212,292.94 | $207,609.84 | -$4,683.1 | -2.21% |
Courtney Haddad Concurrent Investment Advisors, LLC | 26,004 | $6.99M | $7.39M | $401,173.51 | 5.74% |
Robert Shea NEOS Investment Management LLC | 31,204 | $8.45M | $8.87M | $418,682.41 | 4.95% |
Teresa Douberly Burford Brothers, Inc. | 872 | $229,842.02 | $247,307.92 | $17,465.9 | 7.6% |
James Rankin Modern Wealth Management, LLC | 1,481 | $384,698.59 | $419,863.5 | $35,164.91 | 9.14% |
Benj Foor Frazier Financial Advisors, LLC | 28 | $7,726.59 | $7,845.88 | $119.29 | 1.54% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 700 | $203,343 | $196,147 | -$7,196 | -3.54% |
Lydia Gallas Harbour Trust & Investment Management Co | 15,004 | $4.11M | $4.2M | $96,175.79 | 2.34% |
Amir Har-El Savvy Advisors, Inc. | 1,165 | $299,741.11 | $330,289.15 | $30,548.04 | 10.19% |
David W. Lewis Lewis Asset Management, LLC | 860 | $236,854.71 | $244,695.8 | $7,841.09 | 3.31% |
Owen McCabe Tyche Wealth Partners LLC | 3,691 | $1.02M | $1.05M | $31,125.51 | 3.06% |
United Advisor Group LLC United Advisor Group, LLC | 1,457 | $387,500.98 | $414,327.09 | $26,826.11 | 6.92% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,162 | $299,388.21 | $328,113.94 | $28,725.73 | 9.59% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,127 | $327,382 | $315,796.67 | -$11,585.33 | -3.54% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 701 | $203,634 | $196,427.21 | -$7,206.79 | -3.54% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 924 | $251,676.18 | $262,416 | $10,739.82 | 4.27% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 525 | $147,263.72 | $148,895.25 | $1,631.53 | 1.11% |
Jeffrey McGrath Cetera Trust Company, N.A | 128 | $35,046 | $35,866.88 | $820.88 | 2.34% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 133 | $38,722 | $37,782.64 | -$939.36 | -2.43% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 14,144 | $4.02M | $4.01M | -$8,267.61 | -0.21% |