| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 259 | $179,481.34 | $421,911 | $242,429.66 | 135.07% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 16,634 | $12.08M | $27.1M | $15.02M | 124.38% |
| AK Alisha Kamadia United Community Bank | 20 | $19,362 | $36,201.4 | $16,839.4 | 86.97% |
Greg Werlinich Werlinich Asset Management, LLC | 1,960 | $1.39M | $3.19M | $1.81M | 130.35% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,205 | $6.42M | $11.74M | $5.32M | 82.79% |
Robert Shea NEOS Investment Management LLC | 52,796 | $59.04M | $95M | $35.96M | 60.9% |
Teresa Douberly Burford Brothers, Inc. | 1,210 | $1M | $1.97M | $966,567.65 | 96.22% |
Savoie Capital LLC Savoie Capital LLC | 22,100 | $13.87M | $36M | $22.14M | 159.64% |
Charles Corkery PUREfi Wealth, LLC | 879 | $1.14M | $1.43M | $295,418.2 | 25.99% |
Mark Weber DecisionMap Wealth Management, LLC | 317 | $219,046.35 | $516,393 | $297,346.65 | 135.75% |
James Rankin Modern Wealth Management, LLC | 3,203 | $2.5M | $5.91M | $3.41M | 136.63% |
KKM Financial LLC KKM Financial LLC | 8,699 | $9.31M | $16.04M | $6.73M | 72.37% |
Joseph C. Gissy Tactive Advisors, LLC | 252 | $269,604.74 | $410,508 | $140,903.26 | 52.26% |
David Vollmer PFS Partners, LLC | 10 | $6,931 | $16,290 | $9,359 | 135.03% |
Benj Foor Frazier Financial Advisors, LLC | 92 | $65,949.42 | $160,182.58 | $94,233.16 | 142.89% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 202 | $401,867 | $329,058 | -$72,809 | -18.12% |
Amir Har-El Savvy Advisors, Inc. | 895 | $901,168.92 | $1.46M | $556,786.08 | 61.78% |
Ann Keitner Quantum Portfolio Management LLC | 814 | $640,470.04 | $1.5M | $860,611.04 | 134.37% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 164 | $219,959.2 | $267,156 | $47,196.8 | 21.46% |
Owen McCabe Tyche Wealth Partners LLC | 220 | $216,295.7 | $369,208.39 | $152,912.69 | 70.7% |