| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Douberly Burford Brothers, Inc. | 6,223 | $226,198.17 | $552,975.78 | $326,777.61 | 144.47% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 4,750 | $208,222.59 | $422,085 | $213,862.41 | 102.71% |
James Rankin Modern Wealth Management, LLC | 3,049 | $234,984 | $264,561.73 | $29,577.73 | 12.59% |
David Vollmer PFS Partners, LLC | 7 | $402.18 | $622.02 | $219.84 | 54.66% |
Benj Foor Frazier Financial Advisors, LLC | 61 | $4,522.84 | $5,342.07 | $819.23 | 18.11% |
Amir Har-El Savvy Advisors, Inc. | 16,324 | $1.03M | $1.45M | $421,339.4 | 40.94% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 92 | $7,091 | $8,175.12 | $1,084.12 | 15.29% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,208 | $210,366.59 | $462,782.88 | $252,416.29 | 119.99% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,451 | $300,641.5 | $564,946.32 | $264,304.82 | 87.91% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 716 | $29,724.98 | $63,623.76 | $33,898.78 | 114.04% |
Jeffrey McGrath Cetera Trust Company, N.A | 36,134 | $1.37M | $3.13M | $1.77M | 128.84% |
Jonathon Gold Gold Investment Management Ltd. | 1,050 | $37,716 | $92,725.5 | $55,009.5 | 145.85% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 11,593 | $477,929.51 | $1.03M | $552,224.47 | 115.55% |
Taylor Wagner Valued Wealth Advisors LLC | 382 | $23,805.33 | $33,944.52 | $10,139.19 | 42.59% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,883 | $222,216 | $253,588.68 | $31,372.68 | 14.12% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,931 | $303,010 | $341,092.87 | $38,082.87 | 12.57% |
Curtis Burkholder Bare Financial Services, Inc | 155 | $11,305.33 | $13,773.3 | $2,467.97 | 21.83% |
Keisuke Ichihara Rakuten Securities, Inc. | 107 | $8,701.21 | $9,283.32 | $582.11 | 6.69% |
Joshua Stipcich Tidemark, LLC | 88 | $4,511.5 | $7,706.6 | $3,195.1 | 70.82% |
Wynn Capital LLC Wynn Capital, LLC | 4,175 | $153,655 | $370,990.5 | $217,335.5 | 141.44% |