| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 13,953 | $2.66M | $3.42M | $755,036.42 | 28.33% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,443 | $480,031.71 | $344,184.36 | -$135,847.35 | -28.3% |
David Vollmer PFS Partners, LLC | 59 | $12,489.03 | $14,149.38 | $1,660.35 | 13.29% |
Benj Foor Frazier Financial Advisors, LLC | 394 | $98,057.59 | $94,583.64 | -$3,473.95 | -3.54% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,046 | $537,076.46 | $488,093.76 | -$48,982.7 | -9.12% |
Amir Har-El Savvy Advisors, Inc. | 9,609 | $2.39M | $2.34M | -$49,408.74 | -2.07% |
David W. Lewis Lewis Asset Management, LLC | 2,677 | $706,048.98 | $643,149.25 | -$62,899.73 | -8.91% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 809 | $127,394.13 | $194,095.28 | $66,701.15 | 52.36% |
Owen McCabe Tyche Wealth Partners LLC | 1,626 | $427,865.74 | $391,524.54 | -$36,341.2 | -8.49% |
United Advisor Group LLC United Advisor Group, LLC | 3,213 | $779,273.57 | $767,328.66 | -$11,944.91 | -1.53% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,190 | $1.09M | $1.01M | -$79,334.25 | -7.3% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 109 | $20,433.2 | $26,633.06 | $6,199.86 | 30.34% |
Jeffrey McGrath Cetera Trust Company, N.A | 8,801 | $2.32M | $2.12M | -$196,066.75 | -8.47% |
Jonathon Gold Gold Investment Management Ltd. | 31 | $8,157 | $7,395.36 | -$761.64 | -9.34% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,211 | $582,827.69 | $529,014.91 | -$53,812.78 | -9.23% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 10,318 | $2.32M | $2.47M | $142,078.61 | 6.11% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 2,314 | $626,184.51 | $565,055.66 | -$61,128.85 | -9.76% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,632 | $1.33M | $1.39M | $63,277.81 | 4.77% |
Taylor Wagner Valued Wealth Advisors LLC | 69 | $17,744.65 | $16,611.06 | -$1,133.59 | -6.39% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 915 | $250,444.65 | $223,644.3 | -$26,800.35 | -10.7% |