| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 205 | $36,037.36 | $74,768.62 | $38,731.26 | 107.48% |
Brian Glenn Premier Path Wealth Partners, LLC | 19,696 | $5.73M | $6.97M | $1.24M | 21.58% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 578 | $248,256.42 | $209,490.32 | -$38,766.1 | -15.62% |
| AK Alisha Kamadia United Community Bank | 1,134 | $350,385.45 | $398,396.88 | $48,011.43 | 13.7% |
Mark Romin Lakeshore Financial Planning, Inc. | 638 | $282,652.69 | $230,522.16 | -$52,130.53 | -18.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 135,987 | $48.03M | $49.29M | $1.26M | 2.62% |
Mark Petersen Prosperitas Financial LLC | 3,217 | $918,447.43 | $1.17M | $248,744.51 | 27.08% |
Robert Shea NEOS Investment Management LLC | 1.55M | $580.32M | $548.35M | -$31.97M | -5.51% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 1,542 | $606,632.15 | $558,867.06 | -$47,765.09 | -7.87% |
RENEE PILKENTON Exchange Bank | 629 | $279,680.83 | $231,924.88 | -$47,755.95 | -17.08% |
Teresa Douberly Burford Brothers, Inc. | 22,517 | $5.58M | $8.13M | $2.55M | 45.64% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 810 | $251,564.71 | $295,232.85 | $43,668.14 | 17.36% |
Scott McMillan White Wing Wealth Management | 4,631 | $1.12M | $1.63M | $508,199.48 | 45.3% |
Charles Corkery PUREfi Wealth, LLC | 1,906 | $698,858.29 | $686,036.11 | -$12,822.18 | -1.83% |
Mark Weber DecisionMap Wealth Management, LLC | 2,622 | $1.02M | $966,285.66 | -$51,886.11 | -5.1% |
James Rankin Modern Wealth Management, LLC | 35,452 | $12.01M | $12.83M | $822,421.3 | 6.85% |
KKM Financial LLC KKM Financial LLC | 5,840 | $1.79M | $2.13M | $335,490.39 | 18.74% |
Joseph C. Gissy Tactive Advisors, LLC | 7,444 | $2.33M | $2.67M | $344,533.57 | 14.82% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,002 | $667,867.1 | $717,016.3 | $49,149.2 | 7.36% |
Menachem Striks Morton Capital Management LLC/CA | 1,194 | $335,555.67 | $435,195.09 | $99,639.42 | 29.69% |