| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,077 | $294,865.21 | $317,596.54 | $22,731.33 | 7.71% |
| AK Alisha Kamadia United Community Bank | 899 | $261,254.04 | $273,358.94 | $12,104.9 | 4.63% |
Nitin Wadke Tribune Investment Group LP | 7,360 | $2.16M | $2.24M | $80,150.25 | 3.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 26,004 | $6.99M | $7.67M | $682,277.01 | 9.77% |
Robert Shea NEOS Investment Management LLC | 35,766 | $9.78M | $11.02M | $1.24M | 12.66% |
Teresa Douberly Burford Brothers, Inc. | 878 | $231,602.1 | $258,913.43 | $27,311.33 | 11.79% |
James Rankin Modern Wealth Management, LLC | 1,529 | $398,780.14 | $472,415.13 | $73,634.99 | 18.47% |
Benj Foor Frazier Financial Advisors, LLC | 28 | $7,726.59 | $8,496.88 | $770.29 | 9.97% |
Lydia Gallas Harbour Trust & Investment Management Co | 14,518 | $3.98M | $4.28M | $306,184.92 | 7.7% |
Amir Har-El Savvy Advisors, Inc. | 1,165 | $299,741.11 | $343,546.86 | $43,805.75 | 14.61% |
David W. Lewis Lewis Asset Management, LLC | 862 | $237,440.84 | $254,195.19 | $16,754.35 | 7.06% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 319 | $93,524 | $94,069.91 | $545.91 | 0.58% |
Owen McCabe Tyche Wealth Partners LLC | 3,732 | $1.03M | $1.1M | $70,719.56 | 6.87% |
United Advisor Group LLC United Advisor Group, LLC | 1,426 | $379,046.65 | $420,513.15 | $41,466.5 | 10.94% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,162 | $299,388.21 | $342,662.19 | $43,273.98 | 14.45% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,195 | $347,318.23 | $352,393.56 | $5,075.33 | 1.46% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 701 | $203,634 | $206,717.9 | $3,083.9 | 1.51% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 907 | $247,021.58 | $267,465.24 | $20,443.66 | 8.28% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 469 | $131,930.95 | $138,303.41 | $6,372.46 | 4.83% |
Jeffrey McGrath Cetera Trust Company, N.A | 128 | $35,046 | $38,920.96 | $3,874.96 | 11.06% |