| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 1,138 | $30,008.72 | $36,017.7 | $6,008.98 | 20.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 136,633 | $3.08M | $4.32M | $1.24M | 40.27% |
Robert Shea NEOS Investment Management LLC | 125,967 | $3.09M | $3.99M | $901,177.01 | 29.21% |
James Rankin Modern Wealth Management, LLC | 10,187 | $274,848.82 | $322,418.55 | $47,569.73 | 17.31% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 12,660 | $334,066.86 | $400,689 | $66,622.14 | 19.94% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 10,505 | $277,312.52 | $332,483.25 | $55,170.73 | 19.89% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 17,044 | $403,512.93 | $539,442.6 | $135,929.67 | 33.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,507 | $60,466.87 | $79,346.55 | $18,879.68 | 31.22% |
Jeffrey McGrath Cetera Trust Company, N.A | 12,296 | $238,296.04 | $389,168.4 | $150,872.36 | 63.31% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 868 | $22,672 | $27,472.2 | $4,800.2 | 21.17% |
Taylor Wagner Valued Wealth Advisors LLC | 101 | $2,575.2 | $3,196.65 | $621.45 | 24.13% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 7,775 | $234,805 | $246,078.75 | $11,273.75 | 4.8% |
Cody Gehman Stonebridge Financial Group, LLC | 173,403 | $4.13M | $5.49M | $1.36M | 32.99% |
Keisuke Ichihara Rakuten Securities, Inc. | 38 | $1,001.93 | $1,202.7 | $200.77 | 20.04% |
Joshua Stipcich Tidemark, LLC | 127 | $3,349.38 | $4,019.55 | $670.17 | 20.01% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 11,632 | $260,081.92 | $368,152.8 | $108,070.88 | 41.55% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 252 | $6,582 | $7,975.8 | $1,393.8 | 21.18% |
Christy Clarin Portfolio Design Labs, LLC | 8,902 | $232,521 | $281,748.3 | $49,227.3 | 21.17% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 19,722 | $509,613.34 | $624,201.3 | $114,587.96 | 22.49% |
Craig Silberg EVERPAR ADVISORS LLC | 9,038 | $237,910.07 | $286,052.7 | $48,142.63 | 20.24% |