| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 1,340 | $400,143.2 | $434,387.81 | $34,244.61 | 8.56% |
| AK Alisha Kamadia United Community Bank | 1,011 | $301,596.07 | $332,335.92 | $30,739.85 | 10.19% |
Greg Werlinich Werlinich Asset Management, LLC | 6,612 | $1.81M | $2.14M | $337,569.91 | 18.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,948 | $1.76M | $1.93M | $168,838.26 | 9.6% |
Robert Shea NEOS Investment Management LLC | 58,996 | $16.86M | $19.18M | $2.32M | 13.78% |
James Rankin Modern Wealth Management, LLC | 2,601 | $803,359.95 | $847,743.9 | $44,383.95 | 5.52% |
David Vollmer PFS Partners, LLC | 8 | $2,311 | $2,593.36 | $282.36 | 12.22% |
Amir Har-El Savvy Advisors, Inc. | 2,433 | $707,597.97 | $788,705.63 | $81,107.66 | 11.46% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 6 | $1,910 | $1,945.02 | $35.02 | 1.83% |
Owen McCabe Tyche Wealth Partners LLC | 906 | $267,975.14 | $295,944.9 | $27,969.76 | 10.44% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,107 | $316,989.12 | $358,856.2 | $41,867.08 | 13.21% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 91 | $27,774.98 | $29,499.47 | $1,724.49 | 6.21% |
Jeffrey McGrath Cetera Trust Company, N.A | 715 | $209,959.89 | $235,034.8 | $25,074.91 | 11.94% |
Jonathon Gold Gold Investment Management Ltd. | 1,783 | $543,405.56 | $582,416.95 | $39,011.39 | 7.18% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,873 | $547,789.75 | $607,170.43 | $59,380.68 | 10.84% |
Taylor Wagner Valued Wealth Advisors LLC | 3 | $1,092 | $972.51 | -$119.49 | -10.94% |
| MG Melissa Glennie Capital Management Associates, Inc | 9,146 | $2.83M | $2.96M | $138,286.41 | 4.89% |
Curtis Burkholder Bare Financial Services, Inc | 11 | $3,501 | $3,565.87 | $64.87 | 1.85% |
Joshua Stipcich Tidemark, LLC | 71 | $19,334 | $23,309.3 | $3,975.3 | 20.56% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2 | $637 | $648.34 | $11.34 | 1.78% |