| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 8,966 | $383,973.44 | $506,579 | $122,605.56 | 31.93% |
Benj Foor Frazier Financial Advisors, LLC | 72 | $3,061.86 | $4,110.12 | $1,048.26 | 34.24% |
Lydia Gallas Harbour Trust & Investment Management Co | 4,487 | $199,896.07 | $253,515.5 | $53,619.43 | 26.82% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 5,508 | $238,382.08 | $311,202 | $72,819.92 | 30.55% |
Amir Har-El Savvy Advisors, Inc. | 14,139 | $659,743.79 | $774,180.94 | $114,437.15 | 17.35% |
Cindi Hill Keener Financial Planning LLC | 3,667 | $206,708.79 | $207,185.5 | $476.71 | 0.23% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 592 | $33,371 | $32,417.92 | -$953.08 | -2.86% |
United Advisor Group LLC United Advisor Group, LLC | 9,081 | $330,103.18 | $513,076.5 | $182,973.32 | 55.43% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,637 | $215,444 | $261,990.5 | $46,546.5 | 21.6% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 796 | $29,615.58 | $44,974 | $15,358.42 | 51.86% |
PETER KRUSSEL Southland Equity Partners LLC | 6,040 | $256,112.25 | $341,260 | $85,147.75 | 33.25% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 11,619 | $540,076.63 | $656,473.5 | $116,396.87 | 21.55% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 7,414 | $347,010.63 | $430,086.14 | $83,075.51 | 23.94% |
Taylor Wagner Valued Wealth Advisors LLC | 295 | $13,770.78 | $16,667.5 | $2,896.72 | 21.04% |
Anthony Blagrove Traveka Wealth, LLC | 8,965 | $417,633.81 | $506,522.5 | $88,888.69 | 21.28% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 14,915 | $526,484.77 | $842,697.5 | $316,212.73 | 60.06% |
Julie Beswick Advantage Trust Co | 100 | $5,637 | $5,650 | $13 | 0.23% |
Joshua Stipcich Tidemark, LLC | 7 | $325 | $399.59 | $74.59 | 22.95% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 662 | $27,395.84 | $37,403 | $10,007.16 | 36.53% |
Christy Clarin Portfolio Design Labs, LLC | 4,873 | $226,399.64 | $278,394.49 | $51,994.85 | 22.97% |