| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 10,418 | $437,573.89 | $659,355.22 | $221,781.33 | 50.68% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 3,955 | $172,839.52 | $250,311.95 | $77,472.43 | 44.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 170,247 | $8.81M | $10.77M | $1.97M | 22.33% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 5,653 | $321,034 | $357,778.37 | $36,744.37 | 11.45% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 60,422 | $2.46M | $3.82M | $1.37M | 55.52% |
Riley Stephenson Stephenson & Company, Inc. | 6,729 | $270,760.96 | $425,878.41 | $155,117.45 | 57.29% |
James Rankin Modern Wealth Management, LLC | 23,165 | $1.12M | $1.47M | $348,633.03 | 31.2% |
Menachem Striks Morton Capital Management LLC/CA | 9,631 | $447,313.01 | $609,545.99 | $162,232.98 | 36.27% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 46,189 | $2.62M | $2.92M | $300,228.81 | 11.45% |
Amir Har-El Savvy Advisors, Inc. | 14,528 | $694,490.27 | $919,477.12 | $224,986.85 | 32.4% |
Ann Keitner Quantum Portfolio Management LLC | 101,337 | $5.6M | $6.41M | $812,691.37 | 14.51% |
Joseph Morrison Sentry LLC | 5,563 | $243,103.3 | $352,082.27 | $108,978.97 | 44.83% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 100 | $4,885 | $6,329 | $1,444 | 29.56% |
Steven D Urban Urban Financial Advisory Corp | 123,087 | $5.44M | $7.79M | $2.35M | 43.15% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,430 | $55,700 | $90,504.7 | $34,804.7 | 62.49% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,405 | $79,790 | $88,922.45 | $9,132.45 | 11.45% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 25,869 | $1.25M | $1.64M | $387,224.67 | 30.98% |
Brad Sayre Shared Vision Wealth Group LLC | 7,922 | $343,801.56 | $501,383.38 | $157,581.82 | 45.84% |
Mark Fonville Fonville Wealth Management LLC | 12,606 | $513,800.14 | $797,833.74 | $284,033.6 | 55.28% |
Kent Keister Bear Mountain Capital, Inc. | 19,966 | $775,719.22 | $1.26M | $487,928.92 | 62.9% |