| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 6,253 | $411,482.92 | $632,928.66 | $221,445.74 | 53.82% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,298 | $584,075.02 | $706,811.3 | $122,736.28 | 21.01% |
Teresa Douberly Burford Brothers, Inc. | 9,119 | $605,203.7 | $883,175.15 | $277,971.45 | 45.93% |
James Rankin Modern Wealth Management, LLC | 2,882 | $273,580 | $275,749.76 | $2,169.76 | 0.79% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 14,592 | $985,044.96 | $1.41M | $428,190.24 | 43.47% |
David Vollmer PFS Partners, LLC | 340 | $27,210.87 | $32,929 | $5,718.13 | 21.01% |
Amir Har-El Savvy Advisors, Inc. | 2,879 | $268,542 | $278,831.15 | $10,289.15 | 3.83% |
Ann Keitner Quantum Portfolio Management LLC | 477 | $45,282 | $45,639.36 | $357.36 | 0.79% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,372 | $96,542.93 | $132,878.2 | $36,335.27 | 37.64% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 43 | $3,049 | $4,164.55 | $1,115.55 | 36.59% |
Jonathon Gold Gold Investment Management Ltd. | 12 | $894 | $1,218.12 | $324.12 | 36.26% |
Steven JE Manders BKM Wealth Management, LLC | 9,080 | $847,072.71 | $879,398 | $32,325.29 | 3.82% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,650 | $251,565 | $253,552 | $1,987 | 0.79% |
Julie Beswick Advantage Trust Co | 225 | $16,174.84 | $21,791.25 | $5,616.41 | 34.72% |
Curtis Burkholder Bare Financial Services, Inc | 197 | $17,912.74 | $19,079.45 | $1,166.71 | 6.51% |
Keisuke Ichihara Rakuten Securities, Inc. | 245 | $18,219.39 | $24,798.9 | $6,579.51 | 36.11% |
Rob Dainard Hara Capital LLC | 168 | $11,956.46 | $17,120.88 | $5,164.42 | 43.19% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 11,020 | $776,164.69 | $1.12M | $339,279.71 | 43.71% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 29,313 | $1.82M | $2.84M | $1.02M | 56.33% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 72 | $6,718 | $6,888.96 | $170.96 | 2.54% |