| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cornelius T. McDonald III Wealth Group, Ltd. | 60,500 | $4.74M | $5.57M | $824,631.46 | 17.39% |
Nitin Kumbhani Accent Capital Management, LLC | 4,800 | $392,640 | $440,544 | $47,904 | 12.2% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 2,538 | $206,263 | $234,587.34 | $28,324.34 | 13.73% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 68,942 | $4.34M | $6.34M | $2M | 46.19% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,876 | $218,740.82 | $263,959.28 | $45,218.46 | 20.67% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 10,412 | $823,988.06 | $938,225.32 | $114,237.26 | 13.86% |
Jessica Vickery BlueChip Wealth Advisors LLC | 6,478 | $432,067.29 | $583,732.58 | $151,665.29 | 35.1% |
David Quinn Pine Harbor Wealth Management, LLC | 6,778 | $439,687.72 | $623,338.77 | $183,651.05 | 41.77% |
Fox Hill Wealth Management Fox Hill Wealth Management | 9,441 | $667,951.15 | $867,580.69 | $199,629.54 | 29.89% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 16,357 | $1.14M | $1.47M | $330,549.99 | 28.91% |
Douglas E. Morisoli Fairman Group, LLC | 218 | $12,846.74 | $20,008.04 | $7,161.3 | 55.74% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 17,411 | $1.14M | $1.57M | $425,328.92 | 37.19% |
Columbia Bank Columbia Bank | 2,559 | $207,970 | $230,591.49 | $22,621.49 | 10.88% |
| WL Wealthcollab LLC WealthCollab, LLC | 633 | $45,846.81 | $58,508.19 | $12,661.38 | 27.62% |
Kayla Tweedy JBR Co Financial Management Inc | 3,241 | $263,396 | $297,458.98 | $34,062.98 | 12.93% |
Ian Jameson American Capital Advisory, LLC | 1,494 | $105,546.58 | $138,053.07 | $32,506.49 | 30.8% |
Chris M. Frantz Catalina Capital Group, LLC | 13,685 | $867,541.09 | $1.23M | $365,614.26 | 42.14% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 80,934 | $5.34M | $7.29M | $1.95M | 36.49% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 4,794 | $305,853.39 | $431,987.34 | $126,133.95 | 41.24% |
David Maxey Heritage Family Offices, LLP | 2,868 | $233,080 | $258,435.48 | $25,355.48 | 10.88% |