| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 5,900 | $243,803 | $298,186 | $54,383 | 22.31% |
| AK Alisha Kamadia United Community Bank | 10 | $413 | $505.4 | $92.4 | 22.37% |
Courtney Haddad Concurrent Investment Advisors, LLC | 62,339 | $2.26M | $3.07M | $806,200.19 | 35.62% |
Robert Shea NEOS Investment Management LLC | 191,578 | $7.58M | $9.71M | $2.13M | 28.06% |
James Rankin Modern Wealth Management, LLC | 20,222 | $891,130.01 | $1M | $109,252.33 | 12.26% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 136,860 | $5M | $6.81M | $1.8M | 36.07% |
David Vollmer PFS Partners, LLC | 700 | $24,542 | $35,486.5 | $10,944.5 | 44.59% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 14,053 | $636,390.39 | $698,574.63 | $62,184.24 | 9.77% |
Amir Har-El Savvy Advisors, Inc. | 24,739 | $953,253.11 | $1.22M | $269,843.05 | 28.31% |
Ann Keitner Quantum Portfolio Management LLC | 7,176 | $275,168 | $362,675.04 | $87,507.04 | 31.8% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,501 | $66,257.78 | $76,010.64 | $9,752.86 | 14.72% |
Owen McCabe Tyche Wealth Partners LLC | 8,337 | $344,481 | $418,892.56 | $74,411.56 | 21.6% |
United Advisor Group LLC United Advisor Group, LLC | 5,933 | $225,035.65 | $299,853.82 | $74,818.17 | 33.25% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 9,430 | $414,575.49 | $471,311.4 | $56,735.91 | 13.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,065 | $124,833.75 | $151,533.6 | $26,699.85 | 21.39% |
Jeffrey McGrath Cetera Trust Company, N.A | 162 | $6,694 | $8,145.36 | $1,451.36 | 21.68% |
Taylor Wagner Valued Wealth Advisors LLC | 297 | $14,310.64 | $15,069.78 | $759.14 | 5.3% |
| CPC Charles P. Cocke Jr LB Partners LLC | 10,000 | $503,200 | $506,200 | $3,000 | 0.6% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,042 | $294,528.62 | $301,979.16 | $7,450.54 | 2.53% |
Curtis Burkholder Bare Financial Services, Inc | 105 | $4,338 | $5,170.2 | $832.2 | 19.18% |