| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 5,095 | $1.04M | $1.1M | $64,168.9 | 6.17% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,733 | $509,503.34 | $599,838.84 | $90,335.5 | 17.73% |
Benj Foor Frazier Financial Advisors, LLC | 1,664 | $257,940.96 | $359,091.2 | $101,150.24 | 39.21% |
Angela Kelley HTLF Bank | 1,553 | $240,482.15 | $340,852.44 | $100,370.29 | 41.74% |
Amir Har-El Savvy Advisors, Inc. | 4,291 | $869,910.72 | $924,667.59 | $54,756.87 | 6.29% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 5,668 | $1.03M | $1.24M | $202,121.21 | 19.54% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,698 | $435,557.87 | $582,228.4 | $146,670.53 | 33.67% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,671 | $353,511.62 | $360,601.8 | $7,090.18 | 2.01% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 9,216 | $1.58M | $1.99M | $407,129.09 | 25.72% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 844 | $135,538.16 | $183,350.56 | $47,812.4 | 35.28% |
Jeffrey McGrath Cetera Trust Company, N.A | 59 | $9,136 | $12,732.2 | $3,596.2 | 39.36% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,490 | $225,586 | $321,542 | $95,956 | 42.54% |
Jonathon Gold Gold Investment Management Ltd. | 888 | $165,100.74 | $194,898.24 | $29,797.5 | 18.05% |
PETER KRUSSEL Southland Equity Partners LLC | 1,192 | $242,417.58 | $257,233.6 | $14,816.02 | 6.11% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,738 | $356,485.71 | $381,456.24 | $24,970.53 | 7% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,891 | $389,676.5 | $406,451.54 | $16,775.04 | 4.3% |
Taylor Wagner Valued Wealth Advisors LLC | 79 | $14,326.3 | $16,977.1 | $2,650.8 | 18.5% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 13,018 | $2.72M | $2.82M | $101,411.12 | 3.73% |
Darin Sadow Freestone Grove Partners LP | 6,984 | $1.46M | $1.51M | $55,662.47 | 3.82% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 13,665 | $2.16M | $3M | $835,128.93 | 38.59% |