| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Savoie Capital LLC Savoie Capital LLC | 74,400 | $4.83M | $20.41M | $15.57M | 322.18% |
Charles Corkery PUREfi Wealth, LLC | 1,309 | $567,229 | $394,152.98 | -$173,076.02 | -30.51% |
Mark Weber DecisionMap Wealth Management, LLC | 893 | $386,964 | $256,219.57 | -$130,744.43 | -33.79% |
James Rankin Modern Wealth Management, LLC | 6,624 | $1.29M | $1.81M | $520,565.47 | 40.27% |
KKM Financial LLC KKM Financial LLC | 40,744 | $6.97M | $12.27M | $5.29M | 75.9% |
Joseph C. Gissy Tactive Advisors, LLC | 3,255 | $727,660.93 | $980,113.02 | $252,452.09 | 34.69% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,310 | $239,081.3 | $996,674.07 | $757,592.77 | 316.88% |
Benj Foor Frazier Financial Advisors, LLC | 814 | $174,688.24 | $233,552.89 | $58,864.65 | 33.7% |
Lydia Gallas Harbour Trust & Investment Management Co | 520 | $225,332 | $149,198.4 | -$76,133.6 | -33.79% |
Amir Har-El Savvy Advisors, Inc. | 18,652 | $4.49M | $5.09M | $603,840.11 | 13.46% |
Ann Keitner Quantum Portfolio Management LLC | 8,926 | $1.04M | $2.56M | $1.52M | 145.15% |
David W. Lewis Lewis Asset Management, LLC | 3,572 | $348,385.76 | $1.08M | $727,179.12 | 208.73% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 464 | $201,065.35 | $126,173.2 | -$74,892.15 | -37.25% |
Owen McCabe Tyche Wealth Partners LLC | 1,611 | $284,582.17 | $462,228.14 | $177,645.97 | 62.42% |
United Advisor Group LLC United Advisor Group, LLC | 3,269 | $755,593.37 | $937,941.51 | $182,348.14 | 24.13% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,459 | $671,264.25 | $1.85M | $1.18M | 176.08% |
CARL LYMANGOOD Petros Family Wealth, LLC | 497 | $215,366 | $142,599.24 | -$72,766.76 | -33.79% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 56,191 | $4.68M | $15.67M | $10.99M | 234.74% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 76 | $7,397.81 | $20,782.96 | $13,385.15 | 180.93% |
Jeffrey McGrath Cetera Trust Company, N.A | 35,810 | $2.6M | $10.27M | $7.67M | 294.66% |