| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 3,383 | $478,055.17 | $672,743.38 | $194,688.21 | 40.73% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 3,780 | $802,636.72 | $767,642.4 | -$34,994.32 | -4.36% |
James Rankin Modern Wealth Management, LLC | 3,133 | $656,873.79 | $623,467 | -$33,406.79 | -5.09% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 957 | $203,537 | $193,328.35 | -$10,208.65 | -5.02% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,195 | $254,296.5 | $242,519.27 | -$11,777.23 | -4.63% |
David Vollmer PFS Partners, LLC | 31 | $7,525.44 | $6,219.22 | -$1,306.22 | -17.36% |
Benj Foor Frazier Financial Advisors, LLC | 112 | $20,432.2 | $22,461.04 | $2,028.84 | 9.93% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,876 | $711,310.61 | $788,378.4 | $77,067.79 | 10.83% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,083 | $320,718.9 | $423,015.64 | $102,296.74 | 31.9% |
Amir Har-El Savvy Advisors, Inc. | 7,778 | $1.64M | $1.55M | -$83,010.71 | -5.08% |
David W. Lewis Lewis Asset Management, LLC | 13,879 | $2.75M | $2.8M | $51,807.74 | 1.88% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,168 | $186,958.06 | $234,382.56 | $47,424.5 | 25.37% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,171 | $644,258.47 | $839,747.43 | $195,488.96 | 30.34% |
Raymond Debbane Siren, L.L.C. | 171,615 | $34.43M | $34.13M | -$302,042.11 | -0.88% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,670 | $354,246.84 | $336,822.3 | -$17,424.54 | -4.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 683 | $106,267.02 | $135,370.6 | $29,103.58 | 27.39% |
Jeffrey McGrath Cetera Trust Company, N.A | 46 | $6,032 | $9,279.12 | $3,247.12 | 53.83% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 10,243 | $2.1M | $2.04M | -$65,494.92 | -3.12% |
Taylor Wagner Valued Wealth Advisors LLC | 189 | $37,059.85 | $38,129.16 | $1,069.31 | 2.89% |
| CPC Charles P. Cocke Jr LB Partners LLC | 70,056 | $14.72M | $14.09M | -$628,568.36 | -4.27% |