| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 1,879 | $206,877.9 | $254,134.75 | $47,256.85 | 22.84% |
| AK Alisha Kamadia United Community Bank | 6,437 | $619,922.03 | $910,771.13 | $290,849.1 | 46.92% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 56,920 | $5.38M | $7.7M | $2.32M | 43.2% |
Mark Romin Lakeshore Financial Planning, Inc. | 23,601 | $2.5M | $3.19M | $692,123.18 | 27.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 279,982 | $32.69M | $37.87M | $5.18M | 15.85% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 25,141 | $1.96M | $3.4M | $1.44M | 73.75% |
Charles Corkery PUREfi Wealth, LLC | 5,561 | $573,966.79 | $752,125.25 | $178,158.46 | 31.04% |
James Rankin Modern Wealth Management, LLC | 735,644 | $71.93M | $104.45M | $32.52M | 45.21% |
Joseph C. Gissy Tactive Advisors, LLC | 20,758 | $1.58M | $2.81M | $1.23M | 78.07% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 13,767 | $1.66M | $1.86M | $200,002.75 | 12.03% |
Menachem Striks Morton Capital Management LLC/CA | 12,956 | $1.33M | $1.75M | $417,523.47 | 31.28% |
David Vollmer PFS Partners, LLC | 338 | $28,249.24 | $45,714.5 | $17,465.26 | 61.83% |
Benj Foor Frazier Financial Advisors, LLC | 544 | $62,023.41 | $77,291.52 | $15,268.11 | 24.62% |
Angela Kelley HTLF Bank | 5,252 | $428,566.14 | $710,333 | $281,766.86 | 65.75% |
Scott L. Comeau BCU Wealth Advisors, LLC | 30,732 | $2.89M | $4.16M | $1.27M | 43.89% |
Amir Har-El Savvy Advisors, Inc. | 41,470 | $4.37M | $5.61M | $1.23M | 28.21% |
Ann Keitner Quantum Portfolio Management LLC | 29,223 | $3.53M | $4.15M | $621,280.76 | 17.61% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 14,404 | $1.49M | $1.95M | $455,509.04 | 30.52% |
United Advisor Group LLC United Advisor Group, LLC | 21,831 | $2.5M | $2.95M | $450,784.73 | 18.02% |
Jeff Ramsey Quotient Wealth Partners, LLC | 49,504 | $3.78M | $6.7M | $2.91M | 77.08% |