| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Jones BARLOW WEALTH PARTNERS, INC. | 19,284 | $510,122.75 | $692,874.12 | $182,751.37 | 35.82% |
| AK Alisha Kamadia United Community Bank | 10,693 | $328,419.06 | $376,821.32 | $48,402.26 | 14.74% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 563,859 | $17.17M | $20.12M | $2.95M | 17.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1.14M | $34.01M | $40.03M | $6.03M | 17.72% |
Mark Petersen Prosperitas Financial LLC | 443,562 | $11.96M | $15.95M | $3.99M | 33.4% |
Charles Corkery PUREfi Wealth, LLC | 12,800 | $373,888 | $455,552 | $81,664 | 21.84% |
Mark Weber DecisionMap Wealth Management, LLC | 34,326 | $939,841.13 | $1.23M | $286,970.11 | 30.53% |
James Rankin Modern Wealth Management, LLC | 34,149 | $1.14M | $1.23M | $88,482.39 | 7.78% |
Joseph C. Gissy Tactive Advisors, LLC | 73,457 | $2.13M | $2.61M | $472,981.94 | 22.16% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1.06M | $30.16M | $37.5M | $7.34M | 24.34% |
Menachem Striks Morton Capital Management LLC/CA | 9,884 | $334,482 | $352,710.54 | $18,228.54 | 5.45% |
David Vollmer PFS Partners, LLC | 14 | $447 | $494.13 | $47.13 | 10.54% |
Benj Foor Frazier Financial Advisors, LLC | 66 | $2,106.07 | $2,329.8 | $223.73 | 10.62% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 21,268 | $719,709 | $756,609.1 | $36,900.1 | 5.13% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 976,851 | $22.25M | $34.91M | $12.66M | 56.89% |
Amir Har-El Savvy Advisors, Inc. | 3.06M | $90.74M | $109.64M | $18.9M | 20.83% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,906 | $43,151.61 | $66,938.72 | $23,787.11 | 55.12% |
Owen McCabe Tyche Wealth Partners LLC | 126,703 | $4.03M | $4.49M | $465,804.53 | 11.57% |
United Advisor Group LLC United Advisor Group, LLC | 129,393 | $3.77M | $4.56M | $790,589.13 | 20.97% |
Jeff Ramsey Quotient Wealth Partners, LLC | 172,806 | $4.58M | $6.12M | $1.54M | 33.57% |