| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,835 | $643,109.21 | $724,969.85 | $81,860.64 | 12.73% |
Annmarie Young KPP Advisory Services LLC | 3,720 | $212,048.19 | $248,905.2 | $36,857.01 | 17.38% |
| MWS MFA Wealth Services MFA Wealth Services | 3,353 | $183,611.41 | $224,349.23 | $40,737.82 | 22.19% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 9,671 | $557,496.74 | $647,086.61 | $89,589.87 | 16.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 62,299 | $3.61M | $4.17M | $554,287.01 | 15.34% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 4,985 | $288,616.41 | $333,546.35 | $44,929.94 | 15.57% |
Jon Greer GSG Advisors LLC | 9,204 | $459,999.71 | $643,819.8 | $183,820.09 | 39.96% |
Kristy DeJarnette Financial Security Advisor, Inc. | 323,644 | $18.71M | $22.66M | $3.95M | 21.11% |
NICOLE MARTIN Arlington Trust Co LLC | 1,280 | $70,528.25 | $85,644.8 | $15,116.55 | 21.43% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 14,736 | $806,942.69 | $985,985.76 | $179,043.07 | 22.19% |
| AK Alisha Kamadia United Community Bank | 1,067 | $66,752 | $74,636.65 | $7,884.65 | 11.81% |
Courtney Haddad Concurrent Investment Advisors, LLC | 303,295 | $17.13M | $20.29M | $3.16M | 18.46% |
James Rankin Modern Wealth Management, LLC | 374,188 | $21.62M | $26.45M | $4.84M | 22.37% |
Joseph C. Gissy Tactive Advisors, LLC | 20,524 | $1.28M | $1.37M | $89,271.95 | 6.95% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 54,266 | $3.04M | $3.63M | $594,061.61 | 19.56% |
Amir Har-El Savvy Advisors, Inc. | 38,425 | $2.12M | $2.57M | $449,182.75 | 21.17% |
David W. Lewis Lewis Asset Management, LLC | 24,569 | $1.45M | $1.64M | $190,727.14 | 13.12% |
Owen McCabe Tyche Wealth Partners LLC | 12,373 | $668,423.67 | $841,611.42 | $173,187.75 | 25.91% |
United Advisor Group LLC United Advisor Group, LLC | 3,472 | $217,198.08 | $232,311.52 | $15,113.44 | 6.96% |
CARL LYMANGOOD Petros Family Wealth, LLC | 54,403 | $3.13M | $3.64M | $512,629.36 | 16.39% |