| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 790 | $97,982.66 | $120,925.3 | $22,942.64 | 23.42% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,363 | $303,609.82 | $361,633.52 | $58,023.7 | 19.11% |
Syon Capital LLC SYON CAPITAL LLC | 4,649 | $585,542.35 | $711,622.43 | $126,080.08 | 21.53% |
| AK Alisha Kamadia United Community Bank | 230 | $22,677.32 | $35,206.1 | $12,528.78 | 55.25% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,833 | $1.76M | $2.27M | $512,604.65 | 29.16% |
Charles Corkery PUREfi Wealth, LLC | 2,715 | $414,716 | $415,585.05 | $869.05 | 0.21% |
James Rankin Modern Wealth Management, LLC | 9,378 | $1.09M | $1.44M | $349,608.84 | 32.2% |
Benj Foor Frazier Financial Advisors, LLC | 207 | $23,569.78 | $31,679.28 | $8,109.5 | 34.41% |
Lydia Gallas Harbour Trust & Investment Management Co | 7,669 | $774,339.58 | $1.17M | $399,554.25 | 51.6% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 4,680 | $473,057.54 | $716,227.2 | $243,169.66 | 51.4% |
Amir Har-El Savvy Advisors, Inc. | 11,436 | $1.24M | $1.75M | $509,112.33 | 41.01% |
Owen McCabe Tyche Wealth Partners LLC | 2,255 | $227,720.02 | $345,172.85 | $117,452.83 | 51.58% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,583 | $241,765 | $242,309.81 | $544.81 | 0.23% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,970 | $202,586.64 | $301,547.9 | $98,961.26 | 48.85% |
Jeffrey McGrath Cetera Trust Company, N.A | 3,352 | $340,455.11 | $513,090.64 | $172,635.53 | 50.71% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 832 | $84,007.04 | $127,354.24 | $43,347.2 | 51.6% |
Jonathon Gold Gold Investment Management Ltd. | 10 | $1,010 | $1,530.7 | $520.7 | 51.55% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,243 | $189,868 | $190,266.01 | $398.01 | 0.21% |
Donald Hatcher Solutions 4 Wealth, Ltd | 10,730 | $1.14M | $1.64M | $500,125.18 | 43.78% |
PETER KRUSSEL Southland Equity Partners LLC | 3,436 | $312,904.48 | $525,948.52 | $213,044.04 | 68.09% |