| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Romin Lakeshore Financial Planning, Inc. | 1,029 | $209,672.89 | $263,279.94 | $53,607.05 | 25.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 222,877 | $47.36M | $57.01M | $9.65M | 20.37% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 2,131 | $374,449.65 | $545,802.37 | $171,352.72 | 45.76% |
Charles Corkery PUREfi Wealth, LLC | 1,914 | $356,941.66 | $492,395.64 | $135,453.98 | 37.95% |
Riley Stephenson Stephenson & Company, Inc. | 1,336 | $220,816.38 | $341,601.84 | $120,785.46 | 54.7% |
James Rankin Modern Wealth Management, LLC | 122,334 | $29.5M | $31.33M | $1.83M | 6.21% |
Joseph C. Gissy Tactive Advisors, LLC | 8,392 | $1.66M | $2.15M | $493,219.53 | 29.77% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,700 | $753,330 | $947,548.17 | $194,218.17 | 25.78% |
Menachem Striks Morton Capital Management LLC/CA | 45,061 | $7.83M | $11.59M | $3.76M | 48.04% |
Benj Foor Frazier Financial Advisors, LLC | 662 | $136,220.56 | $169,127.76 | $32,907.2 | 24.16% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,132 | $187,063 | $291,059.84 | $103,996.84 | 55.59% |
Amir Har-El Savvy Advisors, Inc. | 36,204 | $7.64M | $9.26M | $1.63M | 21.28% |
Ann Keitner Quantum Portfolio Management LLC | 12,660 | $2.58M | $3.23M | $651,651.47 | 25.28% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,024 | $160,432.53 | $261,160.96 | $100,728.43 | 62.79% |
United Advisor Group LLC United Advisor Group, LLC | 8,294 | $1.77M | $2.12M | $345,440.86 | 19.51% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,558 | $1.59M | $2.44M | $858,375.85 | 54.15% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,769 | $811,019.46 | $1.22M | $409,582.24 | 50.5% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8,026 | $1.39M | $2.05M | $662,712.38 | 47.62% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 6,070 | $1.15M | $1.56M | $404,756.99 | 35.07% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,889 | $347,222.17 | $484,811.85 | $137,589.68 | 39.63% |