| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 38,180 | $7.99M | $8.37M | $385,094 | 4.82% |
Brian Glenn Premier Path Wealth Partners, LLC | 46,598 | $7.34M | $10.22M | $2.88M | 39.19% |
| AK Alisha Kamadia United Community Bank | 837 | $149,282.96 | $183,570.85 | $34,287.89 | 22.97% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 44,958 | $7.35M | $9.86M | $2.51M | 34.08% |
Courtney Haddad Concurrent Investment Advisors, LLC | 117,621 | $20.57M | $25.8M | $5.22M | 25.39% |
RENEE PILKENTON Exchange Bank | 4,519 | $863,787.08 | $991,107.13 | $127,320.05 | 14.74% |
Charles Corkery PUREfi Wealth, LLC | 1,299 | $228,065.78 | $284,896.69 | $56,830.91 | 24.92% |
James Rankin Modern Wealth Management, LLC | 454,044 | $84.66M | $99.58M | $14.92M | 17.62% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,029 | $1.07M | $1.32M | $248,999.11 | 23.2% |
Menachem Striks Morton Capital Management LLC/CA | 2,163 | $414,546.55 | $474,389.18 | $59,842.63 | 14.44% |
Benj Foor Frazier Financial Advisors, LLC | 257 | $49,987 | $58,002.33 | $8,015.33 | 16.03% |
Scott L. Comeau BCU Wealth Advisors, LLC | 2,158 | $397,587.35 | $473,292.58 | $75,705.23 | 19.04% |
Amir Har-El Savvy Advisors, Inc. | 32,705 | $6.03M | $7.17M | $1.15M | 19.05% |
Ann Keitner Quantum Portfolio Management LLC | 3,442 | $658,447.51 | $754,899.47 | $96,451.96 | 14.65% |
Owen McCabe Tyche Wealth Partners LLC | 15,837 | $2.96M | $3.56M | $597,976.54 | 20.18% |
United Advisor Group LLC United Advisor Group, LLC | 3,868 | $654,322.57 | $848,329.8 | $194,007.23 | 29.65% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,565 | $394,347.98 | $562,555.83 | $168,207.85 | 42.65% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 9,703 | $1.85M | $2.19M | $338,117.57 | 18.26% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 26,161 | $4.64M | $5.74M | $1.1M | 23.62% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 1,167 | $175,741.83 | $255,946.45 | $80,204.62 | 45.64% |