| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 11,210 | $776,297.07 | $882,339.1 | $106,042.03 | 13.66% |
RENEE PILKENTON Exchange Bank | 2,484 | $207,935 | $195,515.64 | -$12,419.36 | -5.97% |
Savoie Capital LLC Savoie Capital LLC | 6,666 | $319,434.83 | $524,680.86 | $205,246.03 | 64.25% |
James Rankin Modern Wealth Management, LLC | 8,216 | $497,205.62 | $630,002.88 | $132,797.26 | 26.71% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,110 | $351,992.61 | $480,918.1 | $128,925.49 | 36.63% |
Amir Har-El Savvy Advisors, Inc. | 11,962 | $745,636.13 | $941,529.02 | $195,892.89 | 26.27% |
Joseph Morrison Sentry LLC | 5,351 | $323,763.22 | $410,314.68 | $86,551.46 | 26.73% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 395 | $33,453 | $31,090.45 | -$2,362.55 | -7.06% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,223 | $280,710.76 | $332,392.33 | $51,681.57 | 18.41% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 6,743 | $567,180.74 | $530,741.53 | -$36,439.21 | -6.42% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 423 | $26,840.23 | $33,294.33 | $6,454.1 | 24.05% |
Jeffrey McGrath Cetera Trust Company, N.A | 176 | $8,434 | $13,293.28 | $4,859.28 | 57.62% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 504 | $23,234.36 | $39,669.84 | $16,435.48 | 70.74% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,184 | $266,630.93 | $250,612.64 | -$16,018.29 | -6.01% |
Taylor Wagner Valued Wealth Advisors LLC | 102 | $7,857.79 | $8,028.42 | $170.63 | 2.17% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 14,725 | $932,583.18 | $1.16M | $226,421.57 | 24.28% |
Curtis Burkholder Bare Financial Services, Inc | 286 | $18,349.56 | $22,511.06 | $4,161.5 | 22.68% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,282 | $107,316.28 | $96,829.46 | -$10,486.82 | -9.77% |
Joshua Stipcich Tidemark, LLC | 76 | $4,340.13 | $5,838.32 | $1,498.19 | 34.52% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,666 | $436,530.45 | $524,680.86 | $88,150.41 | 20.19% |