| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,302 | $26,852.49 | $35,167.02 | $8,314.53 | 30.96% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 11,066 | $301,991 | $298,892.66 | -$3,098.34 | -1.03% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 744,320 | $14.45M | $20.1M | $5.65M | 39.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 150,068 | $3.26M | $4.05M | $788,649.43 | 24.16% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 570,600 | $11.11M | $15.41M | $4.3M | 38.66% |
Mark Weber DecisionMap Wealth Management, LLC | 26,608 | $495,683.26 | $718,682.08 | $222,998.82 | 44.99% |
Riley Stephenson Stephenson & Company, Inc. | 9,207 | $170,145.36 | $248,681.07 | $78,535.71 | 46.16% |
James Rankin Modern Wealth Management, LLC | 2.19M | $50.17M | $59.12M | $8.95M | 17.84% |
Joseph C. Gissy Tactive Advisors, LLC | 92,026 | $2.08M | $2.49M | $407,104.68 | 19.59% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 33,353 | $683,943.9 | $900,864.53 | $216,920.63 | 31.72% |
Menachem Striks Morton Capital Management LLC/CA | 8,893 | $220,102 | $240,199.93 | $20,097.93 | 9.13% |
David Vollmer PFS Partners, LLC | 1,320 | $30,730 | $35,653.2 | $4,923.2 | 16.02% |
Benj Foor Frazier Financial Advisors, LLC | 1,133 | $27,261.24 | $30,602.33 | $3,341.09 | 12.26% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 49,014 | $1.21M | $1.32M | $110,677.62 | 9.12% |
Amir Har-El Savvy Advisors, Inc. | 810,459 | $19.25M | $21.89M | $2.64M | 13.72% |
David W. Lewis Lewis Asset Management, LLC | 52,875 | $1.03M | $1.43M | $395,403.25 | 38.29% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 92,045 | $1.43M | $2.49M | $1.05M | 73.61% |
Owen McCabe Tyche Wealth Partners LLC | 8,340 | $200,494 | $225,263.4 | $24,769.4 | 12.35% |
William Ramsay Financial Symmetry Inc | 8,288 | $205,228.29 | $223,858.88 | $18,630.59 | 9.08% |
United Advisor Group LLC United Advisor Group, LLC | 55,227 | $1.29M | $1.49M | $201,263.07 | 15.6% |