| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 244 | $281,647 | $200,819.33 | -$80,827.67 | -28.7% |
Mark Weber DecisionMap Wealth Management, LLC | 732 | $317,513.91 | $602,457.98 | $284,944.07 | 89.74% |
James Rankin Modern Wealth Management, LLC | 19,626 | $2.06M | $16.15M | $14.1M | 685.44% |
KKM Financial LLC KKM Financial LLC | 60,372 | $17.23M | $49.69M | $32.46M | 188.37% |
Joseph C. Gissy Tactive Advisors, LLC | 2,793 | $710,498.75 | $2.3M | $1.59M | 223.54% |
Menachem Striks Morton Capital Management LLC/CA | 613 | $207,134.31 | $504,517.41 | $297,383.1 | 143.57% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 2,561 | $372,677.12 | $2.11M | $1.74M | 465.58% |
David Vollmer PFS Partners, LLC | 4,940 | $639,372.01 | $4.07M | $3.43M | 535.9% |
Benj Foor Frazier Financial Advisors, LLC | 228 | $31,576.95 | $200,083.68 | $168,506.73 | 533.64% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 5,173 | $537,128.01 | $4.26M | $3.72M | 692.65% |
Lydia Gallas Harbour Trust & Investment Management Co | 325 | $375,144 | $267,484.76 | -$107,659.24 | -28.7% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 294 | $339,361 | $241,970.83 | -$97,390.17 | -28.7% |
Amir Har-El Savvy Advisors, Inc. | 30,329 | $6.84M | $24.96M | $18.12M | 265% |
Ann Keitner Quantum Portfolio Management LLC | 5,179 | $1.28M | $4.26M | $2.98M | 231.91% |
David W. Lewis Lewis Asset Management, LLC | 2,414 | $2.15M | $1.99M | -$162,951.2 | -7.58% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 894 | $255,159.57 | $735,788.85 | $480,629.28 | 188.36% |
Owen McCabe Tyche Wealth Partners LLC | 572 | $660,366 | $497,634.28 | -$162,731.72 | -24.64% |
United Advisor Group LLC United Advisor Group, LLC | 5,295 | $885,987 | $4.36M | $3.47M | 391.87% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,546 | $470,741.95 | $2.92M | $2.45M | 519.97% |
CARL LYMANGOOD Petros Family Wealth, LLC | 589 | $679,877 | $484,764.69 | -$195,112.31 | -28.7% |