| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 4,855 | $351,168.94 | $372,135.75 | $20,966.81 | 5.97% |
| AK Alisha Kamadia United Community Bank | 8,254 | $435,953.96 | $627,469.08 | $191,515.12 | 43.93% |
Mark Romin Lakeshore Financial Planning, Inc. | 5,054 | $271,726.48 | $391,685 | $119,958.52 | 44.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 171,004 | $10.97M | $13.35M | $2.38M | 21.68% |
Robert Shea NEOS Investment Management LLC | 106,646 | $6.39M | $8.12M | $1.74M | 27.2% |
James Rankin Modern Wealth Management, LLC | 3,721 | $348,530 | $287,577.48 | -$60,952.52 | -17.49% |
KKM Financial LLC KKM Financial LLC | 106,349 | $6.56M | $8.33M | $1.77M | 27.02% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,934 | $223,247 | $304,491.6 | $81,244.6 | 36.39% |
Amir Har-El Savvy Advisors, Inc. | 12,824 | $722,847.83 | $993,539.4 | $270,691.57 | 37.45% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 460 | $43,083.93 | $34,541.4 | -$8,542.53 | -19.83% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,968 | $277,969 | $227,289.44 | -$50,679.56 | -18.23% |
Timothy Bolger Arrow Capital Pty Ltd | 50,000 | $2.66M | $3.76M | $1.09M | 41.13% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 64 | $2,574.74 | $4,938.39 | $2,363.65 | 91.8% |
Jeffrey McGrath Cetera Trust Company, N.A | 33,954 | $1.4M | $2.61M | $1.22M | 87.26% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 110 | $5,511 | $8,469.45 | $2,958.45 | 53.68% |
Jon Deven Mouton CAP Partners, LLC | 3,673 | $208,422.64 | $287,853.01 | $79,430.37 | 38.11% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,155 | $290,288.7 | $324,422.41 | $34,133.71 | 11.76% |
Taylor Wagner Valued Wealth Advisors LLC | 131 | $11,599.69 | $9,872.16 | -$1,727.53 | -14.89% |
Darin Sadow Freestone Grove Partners LP | 8,074 | $756,211 | $620,890.6 | -$135,320.4 | -17.89% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,795 | $261,772 | $215,187.05 | -$46,584.95 | -17.8% |