| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 426,171 | $38.34M | $45M | $6.66M | 17.37% |
Menachem Striks Morton Capital Management LLC/CA | 3,948 | $352,925.52 | $416,829.84 | $63,904.32 | 18.11% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 3,462 | $289,873.1 | $365,517.96 | $75,644.86 | 26.1% |
Benj Foor Frazier Financial Advisors, LLC | 661 | $49,834.38 | $71,394.61 | $21,560.23 | 43.26% |
Derek Ripp Austin Wealth Management, LLC | 1,998 | $206,459 | $210,948.84 | $4,489.84 | 2.17% |
Lydia Gallas Harbour Trust & Investment Management Co | 56,106 | $4.31M | $5.92M | $1.61M | 37.35% |
Amir Har-El Savvy Advisors, Inc. | 206,100 | $19.75M | $21.76M | $2.01M | 10.15% |
Joseph Morrison Sentry LLC | 6,379 | $492,520.88 | $693,014.56 | $200,493.68 | 40.71% |
David W. Lewis Lewis Asset Management, LLC | 4,969 | $484,634.3 | $524,627.02 | $39,992.72 | 8.25% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 10,469 | $997,974.94 | $1.11M | $107,342.08 | 10.76% |
Jeff Ramsey Quotient Wealth Partners, LLC | 26,012 | $2M | $2.75M | $746,724.8 | 37.34% |
Steven D Urban Urban Financial Advisory Corp | 30,502 | $2.39M | $3.28M | $884,903.62 | 37% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 566 | $58,796 | $59,758.28 | $962.28 | 1.64% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,000 | $75,610.12 | $108,500 | $32,889.88 | 43.5% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 258 | $19,870 | $27,239.64 | $7,369.64 | 37.09% |
One Degree Advisors Inc. One Degree Advisors Inc | 2,723 | $245,945.45 | $287,494.34 | $41,548.89 | 16.89% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,024 | $299,263.93 | $328,104 | $28,840.07 | 9.64% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 18,039 | $1.5M | $1.9M | $403,213.71 | 26.86% |
Taylor Wagner Valued Wealth Advisors LLC | 797 | $63,341.26 | $84,147.26 | $20,806 | 32.85% |
Steven JE Manders BKM Wealth Management, LLC | 2,762 | $249,986.52 | $291,611.96 | $41,625.44 | 16.65% |