| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 1,657 | $234,566.82 | $277,282.38 | $42,715.56 | 18.21% |
| AK Alisha Kamadia United Community Bank | 4 | $670.52 | $667.04 | -$3.48 | -0.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,607 | $1.73M | $1.94M | $207,886.63 | 11.99% |
Robert Shea NEOS Investment Management LLC | 26,510 | $4.24M | $4.42M | $179,716.16 | 4.24% |
James Rankin Modern Wealth Management, LLC | 1,835 | $310,910.06 | $301,600.6 | -$9,309.46 | -2.99% |
David Vollmer PFS Partners, LLC | 350 | $48,548.5 | $58,360.75 | $9,812.25 | 20.21% |
Benj Foor Frazier Financial Advisors, LLC | 147 | $22,655 | $24,512.25 | $1,857.25 | 8.2% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 220 | $34,733.18 | $36,788.4 | $2,055.22 | 5.92% |
Owen McCabe Tyche Wealth Partners LLC | 4,959 | $817,077.01 | $826,020.63 | $8,943.62 | 1.09% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,204 | $397,175.31 | $366,767.64 | -$30,407.67 | -7.66% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 390 | $45,571.75 | $64,045.8 | $18,474.05 | 40.54% |
Jeffrey McGrath Cetera Trust Company, N.A | 250 | $28,975 | $41,642.5 | $12,667.5 | 43.72% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 4,732 | $570,036.96 | $788,469.5 | $218,432.54 | 38.32% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,039 | $347,146.29 | $334,294.05 | -$12,852.24 | -3.7% |
Curtis Burkholder Bare Financial Services, Inc | 2 | $369 | $327.9 | -$41.1 | -11.14% |
Joshua Stipcich Tidemark, LLC | 1 | $185 | $163.88 | -$21.12 | -11.42% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,332 | $430,766.52 | $388,604.48 | -$42,162.04 | -9.79% |
Christy Clarin Portfolio Design Labs, LLC | 3,480 | $463,254.05 | $579,454.8 | $116,200.75 | 25.08% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,244 | $371,403.47 | $367,881.36 | -$3,522.11 | -0.95% |
Craig Silberg EVERPAR ADVISORS LLC | 2,531 | $307,661.26 | $421,411.5 | $113,750.24 | 36.97% |