| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 7,820 | $266,662.69 | $397,295.1 | $130,632.41 | 48.99% |
James Rankin Modern Wealth Management, LLC | 21,277 | $737,890.9 | $1.08M | $343,516.88 | 46.55% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 13,174 | $455,256.45 | $669,305.07 | $214,048.62 | 47.02% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 13,971 | $449,791.7 | $709,796.65 | $260,004.95 | 57.81% |
Lydia Gallas Harbour Trust & Investment Management Co | 30,475 | $1.06M | $1.55M | $492,686.2 | 46.65% |
Amir Har-El Savvy Advisors, Inc. | 13,774 | $508,872.25 | $700,548.39 | $191,676.14 | 37.67% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 76,930 | $2.28M | $3.91M | $1.63M | 71.85% |
Owen McCabe Tyche Wealth Partners LLC | 7,978 | $276,626.11 | $405,483.45 | $128,857.34 | 46.58% |
William Ramsay Financial Symmetry Inc | 4,895 | $200,939.75 | $246,977.22 | $46,037.47 | 22.91% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,832 | $260,693.27 | $398,062.97 | $137,369.7 | 52.69% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,863 | $208,426.04 | $297,988.15 | $89,562.11 | 42.97% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,984 | $65,783.13 | $100,906.64 | $35,123.51 | 53.39% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,050 | $36,829 | $53,366.46 | $16,537.46 | 44.9% |
Jonathon Gold Gold Investment Management Ltd. | 125,996 | $4.37M | $6.4M | $2.04M | 46.6% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,748 | $71,755 | $88,903.63 | $17,148.63 | 23.9% |
PETER KRUSSEL Southland Equity Partners LLC | 8,108 | $249,305.32 | $410,791.82 | $161,486.5 | 64.77% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,909 | $323,751.44 | $453,113.52 | $129,362.08 | 39.96% |
Taylor Wagner Valued Wealth Advisors LLC | 411 | $15,056.48 | $20,903.54 | $5,847.06 | 38.83% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 14,914 | $516,256.83 | $758,529.02 | $242,272.19 | 46.93% |
Dane Grouell Turning Point Benefit Group, Inc. | 4,974 | $174,240.13 | $252,978.63 | $78,738.5 | 45.19% |