| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 3,024 | $718,889.6 | $1.06M | $339,963.97 | 47.29% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 673 | $206,483 | $235,650.95 | $29,167.95 | 14.13% |
| AK Alisha Kamadia United Community Bank | 720 | $191,167.98 | $252,107.99 | $60,940.01 | 31.88% |
Courtney Haddad Concurrent Investment Advisors, LLC | 72,571 | $21.42M | $25.6M | $4.19M | 19.55% |
Robert Shea NEOS Investment Management LLC | 59,671 | $16.93M | $20.89M | $3.96M | 23.42% |
Teresa Douberly Burford Brothers, Inc. | 2,454 | $560,301.04 | $849,476.64 | $289,175.6 | 51.61% |
James Rankin Modern Wealth Management, LLC | 6,497 | $2.03M | $2.3M | $266,311.19 | 13.13% |
KKM Financial LLC KKM Financial LLC | 24,254 | $6.81M | $8.4M | $1.58M | 23.26% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 104,308 | $31.89M | $36.52M | $4.63M | 14.52% |
David Vollmer PFS Partners, LLC | 6,393 | $1.8M | $2.24M | $441,822.15 | 24.59% |
Benj Foor Frazier Financial Advisors, LLC | 82 | $22,588.09 | $28,712.3 | $6,124.21 | 27.11% |
Angela Kelley HTLF Bank | 1,076 | $243,937.98 | $372,468.16 | $128,530.18 | 52.69% |
Amir Har-El Savvy Advisors, Inc. | 4,511 | $1.35M | $1.6M | $252,091.19 | 18.7% |
Joseph Morrison Sentry LLC | 3,461 | $672,056.81 | $1.21M | $539,812.34 | 80.32% |
David W. Lewis Lewis Asset Management, LLC | 671 | $218,927 | $232,273.36 | $13,346.36 | 6.1% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 99 | $33,732.79 | $35,315.28 | $1,582.49 | 4.69% |
Owen McCabe Tyche Wealth Partners LLC | 1,332 | $345,823.65 | $466,399.79 | $120,576.14 | 34.87% |
United Advisor Group LLC United Advisor Group, LLC | 1,134 | $328,574.47 | $397,070.09 | $68,495.62 | 20.85% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,573 | $406,963.52 | $550,785.93 | $143,822.41 | 35.34% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 657 | $205,063 | $232,893.37 | $27,830.37 | 13.57% |