| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,719 | $242,740 | $217,997.95 | -$24,742.05 | -10.19% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 20,000 | $483,126.7 | $641,700 | $158,573.3 | 32.82% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 11,535 | $287,194.04 | $370,042.8 | $82,848.76 | 28.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 275,536 | $9.34M | $8.81M | -$529,984.22 | -5.67% |
James Rankin Modern Wealth Management, LLC | 538,864 | $15.04M | $17.42M | $2.39M | 15.89% |
Joseph C. Gissy Tactive Advisors, LLC | 26,964 | $723,633.11 | $867,162.24 | $143,529.13 | 19.83% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 28,496 | $736,942.17 | $917,001.28 | $180,059.11 | 24.43% |
David Vollmer PFS Partners, LLC | 818 | $22,823 | $26,192.36 | $3,369.36 | 14.76% |
Benj Foor Frazier Financial Advisors, LLC | 233 | $5,584.09 | $7,461.82 | $1,877.73 | 33.63% |
Amir Har-El Savvy Advisors, Inc. | 80,834 | $2.01M | $2.61M | $603,030.14 | 30.04% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 41,889 | $862,122.12 | $1.34M | $475,812.54 | 55.19% |
United Advisor Group LLC United Advisor Group, LLC | 131,999 | $3.41M | $4.22M | $810,357.2 | 23.76% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,270 | $226,551 | $201,329.7 | -$25,221.3 | -11.13% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 524 | $13,493 | $16,841.36 | $3,348.36 | 24.82% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 8,576 | $204,243.87 | $276,576 | $72,332.13 | 35.41% |
Jon Deven Mouton CAP Partners, LLC | 18,667 | $441,324.95 | $606,117.49 | $164,792.54 | 37.34% |
Taylor Wagner Valued Wealth Advisors LLC | 434 | $12,619.68 | $13,883.66 | $1,263.98 | 10.02% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 183,190 | $5.09M | $5.91M | $816,399.15 | 16.03% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 17,409 | $417,437.04 | $559,438.21 | $142,001.17 | 34.02% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 16,355 | $590,910 | $529,084.25 | -$61,825.75 | -10.46% |