| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 49,014 | $1.21M | $1.33M | $120,235.35 | 9.91% |
Amir Har-El Savvy Advisors, Inc. | 781,121 | $18.71M | $21.06M | $2.35M | 12.55% |
Ann Keitner Quantum Portfolio Management LLC | 3,238 | $89,693 | $87,166.96 | -$2,526.04 | -2.82% |
David W. Lewis Lewis Asset Management, LLC | 49,422 | $968,939.06 | $1.34M | $368,919.42 | 38.07% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 98,127 | $1.6M | $2.64M | $1.04M | 65.16% |
Owen McCabe Tyche Wealth Partners LLC | 8,340 | $200,494 | $225,346.8 | $24,852.8 | 12.4% |
William Ramsay Financial Symmetry Inc | 8,292 | $205,338.16 | $223,345.02 | $18,006.86 | 8.77% |
United Advisor Group LLC United Advisor Group, LLC | 54,613 | $1.28M | $1.47M | $193,332.97 | 15.14% |
Jeff Ramsey Quotient Wealth Partners, LLC | 11,243 | $270,282.12 | $303,617.21 | $33,335.09 | 12.33% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 37,291 | $818,212.08 | $1.01M | $189,390.74 | 23.15% |
Steven D Urban Urban Financial Advisory Corp | 8,482 | $174,389.92 | $228,250.62 | $53,860.7 | 30.89% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 12,397 | $315,484.43 | $336,516.56 | $21,032.13 | 6.67% |
Jon Deven Mouton CAP Partners, LLC | 182,898 | $3.74M | $4.98M | $1.24M | 33.02% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 15,056 | $372,636 | $406,813.12 | $34,177.12 | 9.17% |
Taylor Wagner Valued Wealth Advisors LLC | 368 | $9,108.06 | $9,913.92 | $805.86 | 8.85% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 54,788 | $1.04M | $1.47M | $433,909.06 | 41.68% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 10,392 | $200,418.67 | $281,155.56 | $80,736.89 | 40.28% |
Brad Sayre Shared Vision Wealth Group LLC | 251,098 | $6.25M | $6.79M | $534,470.82 | 8.55% |
Mark Fonville Fonville Wealth Management LLC | 56,358 | $1.08M | $1.53M | $449,097.73 | 41.43% |
Anthony Blagrove Traveka Wealth, LLC | 8,340 | $200,494 | $226,681.2 | $26,187.2 | 13.06% |