| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 1,557 | $359,773.85 | $444,663.63 | $84,889.78 | 23.6% |
| AK Alisha Kamadia United Community Bank | 124 | $33,547.09 | $35,413.16 | $1,866.07 | 5.56% |
Courtney Haddad Concurrent Investment Advisors, LLC | 75,674 | $20.23M | $21.92M | $1.68M | 8.32% |
Robert Shea NEOS Investment Management LLC | 58,567 | $14.44M | $16.73M | $2.29M | 15.83% |
Charles Corkery PUREfi Wealth, LLC | 1,355 | $364,996.37 | $386,974.45 | $21,978.08 | 6.02% |
James Rankin Modern Wealth Management, LLC | 13,267 | $2.94M | $3.82M | $878,993.17 | 29.86% |
KKM Financial LLC KKM Financial LLC | 27,147 | $6.42M | $7.55M | $1.13M | 17.64% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 776 | $205,865 | $221,617.84 | $15,752.84 | 7.65% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 19,222 | $4.1M | $5.49M | $1.39M | 33.89% |
Amir Har-El Savvy Advisors, Inc. | 3,953 | $1.05M | $1.15M | $100,029.4 | 9.57% |
Ann Keitner Quantum Portfolio Management LLC | 867 | $243,996.53 | $247,606.53 | $3,610 | 1.48% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,521 | $507,925.89 | $725,115.23 | $217,189.34 | 42.76% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,642 | $351,016.82 | $468,938.78 | $117,921.96 | 33.59% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,461 | $581,775 | $702,836.99 | $121,061.99 | 20.81% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 338 | $78,052.66 | $97,325.41 | $19,272.75 | 24.69% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,400 | $288,057.47 | $399,826 | $111,768.53 | 38.8% |
Jonathon Gold Gold Investment Management Ltd. | 125 | $26,325 | $35,698.75 | $9,373.75 | 35.61% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 26,583 | $6.97M | $7.59M | $623,386.68 | 8.95% |
Taylor Wagner Valued Wealth Advisors LLC | 36 | $8,620.32 | $10,378.8 | $1,758.48 | 20.4% |
Darin Sadow Freestone Grove Partners LP | 162,979 | $38.92M | $47.11M | $8.19M | 21.03% |