| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 5,482 | $418,864.43 | $497,820.42 | $78,955.99 | 18.85% |
| AK Alisha Kamadia United Community Bank | 18,408 | $1.37M | $1.7M | $336,739.51 | 24.66% |
Courtney Haddad Concurrent Investment Advisors, LLC | 162,449 | $12.79M | $14.75M | $1.96M | 15.31% |
Robert Shea NEOS Investment Management LLC | 524,424 | $45.39M | $47.38M | $1.98M | 4.37% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,800 | $254,899.55 | $254,268 | -$631.55 | -0.25% |
Charles Corkery PUREfi Wealth, LLC | 2,539 | $229,348.37 | $230,566.59 | $1,218.22 | 0.53% |
James Rankin Modern Wealth Management, LLC | 13,895 | $1.17M | $1.32M | $148,373.54 | 12.67% |
Joseph C. Gissy Tactive Advisors, LLC | 3,500 | $283,184.93 | $317,835 | $34,650.07 | 12.24% |
Menachem Striks Morton Capital Management LLC/CA | 7,617 | $500,709.78 | $691,699.77 | $190,989.99 | 38.14% |
David Vollmer PFS Partners, LLC | 115 | $7,417.23 | $10,443.15 | $3,025.92 | 40.8% |
Benj Foor Frazier Financial Advisors, LLC | 222 | $19,352.65 | $19,185.24 | -$167.41 | -0.87% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 14,589 | $1.24M | $1.32M | $82,234.69 | 6.62% |
Lydia Gallas Harbour Trust & Investment Management Co | 5,750 | $404,600.31 | $522,157.5 | $117,557.19 | 29.06% |
Amir Har-El Savvy Advisors, Inc. | 6,174 | $558,100 | $560,660.94 | $2,560.94 | 0.46% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,769 | $258,241.99 | $251,452.89 | -$6,789.1 | -2.63% |
Owen McCabe Tyche Wealth Partners LLC | 14,177 | $1.14M | $1.24M | $97,001.37 | 8.51% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,950 | $286,916.73 | $358,699.5 | $71,782.77 | 25.02% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,684 | $332,816.88 | $334,544.04 | $1,727.16 | 0.52% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 12,420 | $897,719.62 | $1.13M | $230,140.58 | 25.64% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,050 | $77,065.71 | $95,350.5 | $18,284.79 | 23.73% |