| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 5,144 | $453,890.03 | $466,329.32 | $12,439.29 | 2.74% |
Ashley Meredith Abel Hall, LLC | 9,189 | $726,720.8 | $823,242.51 | $96,521.71 | 13.28% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 8,362 | $597,069.85 | $749,318.82 | $152,248.97 | 25.5% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 18,067 | $1.53M | $1.61M | $77,655.46 | 5.06% |
Cornelius T. McDonald III Wealth Group, Ltd. | 2,802 | $270,325.92 | $249,854.34 | -$20,471.58 | -7.57% |
Erik Roemer GERBER, LLC | 2,793 | $197,038.02 | $249,219.39 | $52,181.37 | 26.48% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 7,265 | $567,656.87 | $647,311.5 | $79,654.63 | 14.03% |
Jessica Vickery BlueChip Wealth Advisors LLC | 12,157 | $931,211.65 | $1.1M | $164,498.76 | 17.67% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 4,884 | $402,031.43 | $437,313.36 | $35,281.93 | 8.78% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,271 | $298,222.92 | $296,712.41 | -$1,510.51 | -0.51% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 10,742 | $827,579.9 | $973,762.3 | $146,182.4 | 17.66% |
Kelly Harris Glass Wealth Management Co LLC | 2,770 | $198,708.07 | $247,887.3 | $49,179.23 | 24.75% |
Ian Jameson American Capital Advisory, LLC | 1,009 | $79,295.92 | $90,113.79 | $10,817.87 | 13.64% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 3,969 | $370,648.87 | $358,142.71 | -$12,506.16 | -3.37% |
Joel W. Lake Capstone Wealth Management, LLC | 7,867 | $664,041.15 | $710,783.45 | $46,742.3 | 7.04% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 21,848 | $1.85M | $1.95M | $101,852.11 | 5.52% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 147 | $13,511.94 | $13,335.1 | -$176.84 | -1.31% |
James J. Karabas Embree Financial Group | 2,224 | $212,842 | $201,916.96 | -$10,925.04 | -5.13% |
Janice M. Powell Diversify Advisory Services, LLC | 14,219 | $1.37M | $1.27M | -$99,486.88 | -7.25% |
Kevyn Hill Hilltop National Bank | 27,795 | $2.16M | $2.53M | $361,295.21 | 16.69% |