| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 2,364 | $392,872.38 | $451,098.5 | $58,226.12 | 14.82% |
James Rankin Modern Wealth Management, LLC | 25,159 | $3.01M | $4.8M | $1.79M | 59.38% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 8,238 | $1M | $1.57M | $569,184.25 | 56.76% |
Menachem Striks Morton Capital Management LLC/CA | 2,098 | $269,375.68 | $400,340.38 | $130,964.7 | 48.62% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 4,229 | $530,904.2 | $806,977.82 | $276,073.62 | 52% |
David Vollmer PFS Partners, LLC | 328 | $38,657.06 | $62,588.96 | $23,931.9 | 61.91% |
Benj Foor Frazier Financial Advisors, LLC | 602 | $85,589.38 | $111,972 | $26,382.62 | 30.82% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,280 | $211,634.9 | $244,249.61 | $32,614.71 | 15.41% |
Lydia Gallas Harbour Trust & Investment Management Co | 5,613 | $545,272.29 | $1.07M | $525,800.43 | 96.43% |
Scott L. Comeau BCU Wealth Advisors, LLC | 2,088 | $215,166.08 | $398,432.18 | $183,266.1 | 85.17% |
Amir Har-El Savvy Advisors, Inc. | 33,226 | $4.92M | $6.34M | $1.42M | 28.77% |
Joseph Morrison Sentry LLC | 4,447 | $432,470.57 | $848,576.58 | $416,106.01 | 96.22% |
David W. Lewis Lewis Asset Management, LLC | 6,414 | $1M | $1.22M | $219,405.66 | 21.84% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,203 | $448,057.71 | $611,196.49 | $163,138.78 | 36.41% |
Owen McCabe Tyche Wealth Partners LLC | 16,729 | $1.65M | $3.16M | $1.5M | 90.78% |
United Advisor Group LLC United Advisor Group, LLC | 15,353 | $1.86M | $2.93M | $1.07M | 57.63% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,130 | $594,860.2 | $978,906.65 | $384,046.45 | 64.56% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,239 | $405,057 | $427,246 | $22,189 | 5.48% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,858 | $191,715.27 | $354,543.58 | $162,828.31 | 84.93% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,636 | $293,589.17 | $503,001.55 | $209,412.38 | 71.33% |