| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 4,183 | $312,505.88 | $494,179.62 | $181,673.74 | 58.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 26,452 | $2.49M | $2.96M | $469,394.18 | 18.85% |
James Rankin Modern Wealth Management, LLC | 2,846 | $289,552.1 | $338,787.84 | $49,235.74 | 17% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,791 | $440,479.79 | $536,017.08 | $95,537.29 | 21.69% |
David Vollmer PFS Partners, LLC | 1,332 | $113,554.31 | $149,024.16 | $35,469.85 | 31.24% |
Benj Foor Frazier Financial Advisors, LLC | 481 | $48,399 | $56,466.99 | $8,067.99 | 16.67% |
Angela Kelley HTLF Bank | 3,338 | $267,503.96 | $373,455.44 | $105,951.48 | 39.61% |
Lydia Gallas Harbour Trust & Investment Management Co | 4,738 | $375,344.51 | $530,087.44 | $154,742.93 | 41.23% |
Amir Har-El Savvy Advisors, Inc. | 3,409 | $332,788.58 | $381,398.92 | $48,610.34 | 14.61% |
David W. Lewis Lewis Asset Management, LLC | 2,021 | $203,353 | $226,109.48 | $22,756.48 | 11.19% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,441 | $106,199.8 | $161,219.08 | $55,019.28 | 51.81% |
United Advisor Group LLC United Advisor Group, LLC | 1,761 | $206,918 | $197,020.68 | -$9,897.32 | -4.78% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,662 | $210,883.74 | $312,505.49 | $101,621.75 | 48.19% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,642 | $288,964.01 | $407,466.96 | $118,502.95 | 41.01% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,344 | $627,920 | $597,886.72 | -$30,033.28 | -4.78% |
Steven JE Manders BKM Wealth Management, LLC | 39,900 | $3.18M | $4.46M | $1.29M | 40.56% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 46,349 | $3.76M | $5.43M | $1.67M | 44.38% |
Kent Keister Bear Mountain Capital, Inc. | 333 | $25,907.5 | $37,256.04 | $11,348.54 | 43.8% |
Joshua Stipcich Tidemark, LLC | 612 | $58,637.59 | $71,845.74 | $13,208.15 | 22.53% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,093 | $200,698 | $234,164.84 | $33,466.84 | 16.68% |