| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 1.38M | $109.88M | $124.3M | $14.42M | 13.13% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 32,753 | $2.28M | $2.94M | $658,639.28 | 28.93% |
Derek Ripp Austin Wealth Management, LLC | 4,251 | $348,281.3 | $384,290.4 | $36,009.1 | 10.34% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 139,011 | $9.8M | $12.46M | $2.67M | 27.2% |
Amir Har-El Savvy Advisors, Inc. | 77,440 | $6.11M | $6.97M | $864,362.49 | 14.15% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 407,155 | $23.53M | $36.17M | $12.64M | 53.7% |
Owen McCabe Tyche Wealth Partners LLC | 20,175 | $1.55M | $1.8M | $247,302.29 | 15.91% |
William Ramsay Financial Symmetry Inc | 68,897 | $4.2M | $6.2M | $2.01M | 47.83% |
CARL LYMANGOOD Petros Family Wealth, LLC | 28,060 | $2.09M | $2.52M | $425,464.27 | 20.36% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 25,286 | $2.34M | $2.26M | -$79,427.68 | -3.4% |
Jeffrey McGrath Cetera Trust Company, N.A | 15,357 | $865,981 | $1.37M | $505,475.88 | 58.37% |
Jon Deven Mouton CAP Partners, LLC | 56,503 | $4.23M | $5.07M | $833,641.43 | 19.7% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 8,629 | $694,412.36 | $774,970.49 | $80,558.13 | 11.6% |
Setu Mazumdar Physician Wealth Solutions Inc. | 68,940 | $4.18M | $6.17M | $1.99M | 47.66% |
Taylor Wagner Valued Wealth Advisors LLC | 176,723 | $10.74M | $15.7M | $4.97M | 46.27% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 124,383 | $6.98M | $11.13M | $4.15M | 59.41% |
Mark Fonville Fonville Wealth Management LLC | 253,280 | $16.33M | $22.71M | $6.38M | 39.11% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 74,761 | $5.77M | $6.68M | $913,613.68 | 15.84% |
Andy Bloom MB Generational Wealth, LLC | 20,396 | $1.36M | $1.84M | $472,346.4 | 34.62% |
Joshua Stipcich Tidemark, LLC | 1,272 | $74,780.57 | $114,492.72 | $39,712.15 | 53.1% |