| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 20 | $19,362 | $33,114.4 | $13,752.4 | 71.03% |
Greg Werlinich Werlinich Asset Management, LLC | 1,960 | $1.39M | $3.21M | $1.83M | 131.92% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,581 | $9.16M | $14.09M | $4.93M | 53.8% |
Robert Shea NEOS Investment Management LLC | 52,796 | $59.04M | $87.63M | $28.59M | 48.41% |
Teresa Douberly Burford Brothers, Inc. | 1,210 | $1M | $2.01M | $1.01M | 100.11% |
Savoie Capital LLC Savoie Capital LLC | 22,100 | $13.87M | $36.31M | $22.44M | 161.86% |
Charles Corkery PUREfi Wealth, LLC | 879 | $1.14M | $1.46M | $320,302.69 | 28.18% |
Mark Weber DecisionMap Wealth Management, LLC | 317 | $219,046.35 | $532,468.07 | $313,421.72 | 143.08% |
James Rankin Modern Wealth Management, LLC | 3,203 | $2.5M | $5.28M | $2.78M | 111.45% |
KKM Financial LLC KKM Financial LLC | 8,699 | $9.31M | $14.56M | $5.25M | 56.4% |
Joseph C. Gissy Tactive Advisors, LLC | 253 | $271,416.41 | $422,111.52 | $150,695.11 | 55.52% |
David Vollmer PFS Partners, LLC | 10 | $6,931 | $16,600.9 | $9,669.9 | 139.52% |
Benj Foor Frazier Financial Advisors, LLC | 92 | $65,949.42 | $152,538.3 | $86,588.88 | 131.3% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 202 | $401,867 | $339,301.42 | -$62,565.58 | -15.57% |
Amir Har-El Savvy Advisors, Inc. | 1,094 | $1.3M | $1.8M | $499,038.75 | 38.48% |
Ann Keitner Quantum Portfolio Management LLC | 814 | $640,470.04 | $1.35M | $707,693.04 | 110.5% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 159 | $213,355.04 | $262,181.46 | $48,826.42 | 22.89% |
Owen McCabe Tyche Wealth Partners LLC | 220 | $216,295.7 | $366,126.2 | $149,830.5 | 69.27% |
United Advisor Group LLC United Advisor Group, LLC | 1,637 | $1.62M | $2.71M | $1.09M | 67.77% |
Jeff Ramsey Quotient Wealth Partners, LLC | 396 | $275,836.85 | $659,447.47 | $383,610.62 | 139.07% |