| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 4,480 | $598,138.19 | $686,156.8 | $88,018.61 | 14.72% |
Benj Foor Frazier Financial Advisors, LLC | 71 | $8,775.67 | $10,947.49 | $2,171.82 | 24.75% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,777 | $218,920.95 | $273,995.63 | $55,074.68 | 25.16% |
Amir Har-El Savvy Advisors, Inc. | 4,337 | $544,073.92 | $662,910.45 | $118,836.53 | 21.84% |
Ann Keitner Quantum Portfolio Management LLC | 1,136 | $147,373 | $175,159.84 | $27,786.84 | 18.85% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 338 | $43,984.93 | $51,771.46 | $7,786.53 | 17.7% |
United Advisor Group LLC United Advisor Group, LLC | 2,020 | $215,841.68 | $311,463.8 | $95,622.12 | 44.3% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,942 | $277,265.72 | $299,436.98 | $22,171.26 | 8% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,628 | $235,409 | $249,360.76 | $13,951.76 | 5.93% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 715 | $87,201.39 | $109,487.95 | $22,286.56 | 25.56% |
Jeffrey McGrath Cetera Trust Company, N.A | 67 | $8,104 | $10,330.73 | $2,226.73 | 27.48% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 100,163 | $12.94M | $15.44M | $2.5M | 19.33% |
Taylor Wagner Valued Wealth Advisors LLC | 288 | $38,883.26 | $44,170.56 | $5,287.3 | 13.6% |
Steven JE Manders BKM Wealth Management, LLC | 4,391 | $569,644 | $677,048.29 | $107,404.29 | 18.85% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 36,045 | $4.49M | $5.52M | $1.03M | 23.03% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 9,073 | $1.08M | $1.39M | $305,360.45 | 28.16% |
Curtis Burkholder Bare Financial Services, Inc | 111 | $14,157.93 | $16,940.82 | $2,782.89 | 19.66% |
Keisuke Ichihara Rakuten Securities, Inc. | 50 | $7,228.61 | $7,669 | $440.39 | 6.09% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 10,010 | $1.22M | $1.54M | $325,232 | 26.7% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,690 | $244,323.34 | $257,927.8 | $13,604.46 | 5.57% |