| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 1,067 | $66,752 | $74,935.41 | $8,183.41 | 12.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 315,772 | $17.91M | $22.21M | $4.3M | 24.04% |
James Rankin Modern Wealth Management, LLC | 374,188 | $21.62M | $26.26M | $4.64M | 21.48% |
Joseph C. Gissy Tactive Advisors, LLC | 48,253 | $3.14M | $3.4M | $262,800.64 | 8.38% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 54,266 | $3.04M | $3.82M | $779,651.33 | 25.67% |
Amir Har-El Savvy Advisors, Inc. | 36,335 | $2.01M | $2.55M | $534,998.62 | 26.57% |
David W. Lewis Lewis Asset Management, LLC | 27,058 | $1.62M | $1.91M | $286,209.64 | 17.67% |
Owen McCabe Tyche Wealth Partners LLC | 12,373 | $668,423.67 | $871,925.31 | $203,501.64 | 30.45% |
United Advisor Group LLC United Advisor Group, LLC | 3,472 | $217,198.08 | $243,838.56 | $26,640.48 | 12.27% |
CARL LYMANGOOD Petros Family Wealth, LLC | 54,403 | $3.13M | $3.85M | $726,977.18 | 23.24% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,909 | $437,063.05 | $557,347.23 | $120,284.18 | 27.52% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,755 | $205,316.19 | $264,633.62 | $59,317.43 | 28.89% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 103,298 | $5.83M | $7.24M | $1.41M | 24.09% |
Steven JE Manders BKM Wealth Management, LLC | 7,189 | $377,414.56 | $507,112.06 | $129,697.5 | 34.36% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 20,158 | $1.12M | $1.41M | $289,251.46 | 25.72% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 11,800 | $699,169 | $835,322 | $136,153 | 19.47% |
Jaran Day OPINICUS CAPITAL, INC. | 22,031 | $1.2M | $1.55M | $341,954.77 | 28.4% |
Luke Bunch OxenFree Capital LLC | 13,431 | $741,097.43 | $942,587.58 | $201,490.15 | 27.19% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 707 | $39,602.47 | $49,023.38 | $9,420.91 | 23.79% |
Matthew Stead Sachetta, LLC | 125 | $6,845 | $8,765 | $1,920 | 28.05% |