| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Douberly Burford Brothers, Inc. | 208,999 | $6.73M | $9.89M | $3.16M | 46.95% |
James Rankin Modern Wealth Management, LLC | 164,611 | $7.39M | $7.84M | $446,868.41 | 6.05% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 302,039 | $13.27M | $14.18M | $913,667.85 | 6.89% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 17,068 | $576,896.35 | $804,414.84 | $227,518.49 | 39.44% |
Amir Har-El Savvy Advisors, Inc. | 11,203 | $500,536.84 | $532,310.54 | $31,773.7 | 6.35% |
David W. Lewis Lewis Asset Management, LLC | 5,629 | $230,335.43 | $264,563 | $34,227.57 | 14.86% |
United Advisor Group LLC United Advisor Group, LLC | 35,526 | $1.42M | $1.66M | $233,221.93 | 16.38% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 17,548 | $509,508 | $823,088.94 | $313,580.94 | 61.55% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 50,521 | $1.9M | $2.37M | $471,890.66 | 24.8% |
PETER KRUSSEL Southland Equity Partners LLC | 4,592 | $216,769.32 | $215,640.32 | -$1,129 | -0.52% |
| MG Melissa Glennie Capital Management Associates, Inc | 28,089 | $981,379.22 | $1.33M | $347,511.37 | 35.41% |
Cody Gehman Stonebridge Financial Group, LLC | 469,504 | $19.93M | $22.07M | $2.14M | 10.72% |
Curtis Burkholder Bare Financial Services, Inc | 100 | $4,720 | $4,768 | $48 | 1.02% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 5,809 | $233,464 | $275,637.05 | $42,173.05 | 18.06% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 31,165 | $955,556.19 | $1.48M | $528,521.11 | 55.31% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 13,059 | $377,670.14 | $619,388.37 | $241,718.23 | 64% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 13,653 | $393,456.3 | $648,176.17 | $254,719.87 | 64.74% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 245,679 | $9.16M | $11.63M | $2.48M | 27.06% |
Craig Silberg EVERPAR ADVISORS LLC | 35,386 | $1.49M | $1.66M | $173,850.25 | 11.68% |
Nicole Davis Northwest Financial Advisors | 23,617 | $914,397.86 | $1.12M | $208,000.06 | 22.75% |