| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 3,025 | $328,664.62 | $412,277.22 | $83,612.6 | 25.44% |
James Rankin Modern Wealth Management, LLC | 212,851 | $29.68M | $30.32M | $634,813.96 | 2.14% |
Menachem Striks Morton Capital Management LLC/CA | 1,802 | $252,052 | $245,594.56 | -$6,457.44 | -2.56% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 9,345 | $843,691.73 | $1.27M | $429,938.23 | 50.96% |
Joshua Stipcich Tidemark, LLC | 2,909 | $262,282.31 | $406,634.56 | $144,352.25 | 55.04% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 135 | $12,357.16 | $19,057.88 | $6,700.72 | 54.23% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 14,735 | $1.3M | $2.01M | $708,479.48 | 54.51% |
Michael Herman Apollon Financial, LLC | 2,452 | $227,523.08 | $334,183.06 | $106,659.98 | 46.88% |
Angela Mari Abich Financial Wealth Management LLC | 12 | $1,402 | $1,635.48 | $233.48 | 16.65% |
Jessica Vickery BlueChip Wealth Advisors LLC | 2,109 | $190,156.39 | $287,435.59 | $97,279.2 | 51.16% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 15,049 | $1.49M | $2.14M | $650,116.56 | 43.53% |
Mark Weiskind Fairway Wealth LLC | 1,091 | $133,058 | $148,692.38 | $15,634.38 | 11.75% |
| FFL Farrell Financial LLC Farrell Financial LLC | 8,511 | $769,171.54 | $1.16M | $390,792.56 | 50.81% |
Matthew Richmond Richmond Investment Services, LLC | 3,719 | $406,796.66 | $506,862.47 | $100,065.81 | 24.6% |
Jackie Berry Hershey Financial Advisers, LLC | 12,816 | $1.56M | $1.79M | $229,233.98 | 14.67% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,374 | $143,302.25 | $187,262.45 | $43,960.2 | 30.68% |
Millstone Evans Group LLC Millstone Evans Group LLC | 411 | $42,111 | $57,462.77 | $15,351.77 | 36.46% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 6,403 | $723,321.91 | $895,043.35 | $171,721.44 | 23.74% |
Tory Parke Three Seasons Wealth LLC | 2,587 | $216,184.41 | $365,205.5 | $149,021.09 | 68.93% |
Rik Saylor Financial Inc. Rik Saylor Financial Inc. | 9,370 | $977,333.34 | $1.31M | $333,717.06 | 34.15% |