| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Romin Lakeshore Financial Planning, Inc. | 1,392 | $201,297 | $220,284 | $18,987 | 9.43% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,005 | $2.9M | $3.97M | $1.07M | 36.88% |
Robert Shea NEOS Investment Management LLC | 101,029 | $8.46M | $15.99M | $7.53M | 88.97% |
RENEE PILKENTON Exchange Bank | 7,354 | $327,814 | $1.16M | $835,956.5 | 255.01% |
Charles Corkery PUREfi Wealth, LLC | 2,321 | $178,322.21 | $368,830.11 | $190,507.9 | 106.83% |
James Rankin Modern Wealth Management, LLC | 2,564 | $297,505.03 | $402,368.49 | $104,863.46 | 35.25% |
David Vollmer PFS Partners, LLC | 1,022 | $102,238.37 | $162,385.58 | $60,147.21 | 58.83% |
Amir Har-El Savvy Advisors, Inc. | 7,900 | $841,117.93 | $1.24M | $398,628.99 | 47.39% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 733 | $105,999 | $117,214.03 | $11,215.03 | 10.58% |
Owen McCabe Tyche Wealth Partners LLC | 1,825 | $211,912.61 | $288,806.25 | $76,893.64 | 36.29% |
United Advisor Group LLC United Advisor Group, LLC | 3,875 | $290,441.49 | $608,103.71 | $317,662.22 | 109.37% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,731 | $289,485.64 | $585,505.79 | $296,020.15 | 102.26% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,072 | $248,092.93 | $488,171.52 | $240,078.59 | 96.77% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,487 | $162,023.88 | $236,299.17 | $74,275.29 | 45.84% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4,430 | $249,058.62 | $695,199.86 | $446,141.24 | 179.13% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,855 | $96,553.23 | $291,105.13 | $194,551.9 | 201.5% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,888 | $98,270.4 | $298,757.14 | $200,486.74 | 204.02% |
Jonathon Gold Gold Investment Management Ltd. | 100 | $5,205 | $15,824 | $10,619 | 204.02% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 804 | $95,345 | $126,171.71 | $30,826.71 | 32.33% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,562 | $572,709.07 | $883,857.42 | $311,148.35 | 54.33% |