| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Jones BARLOW WEALTH PARTNERS, INC. | 6,736 | $291,534.42 | $386,579.04 | $95,044.62 | 32.6% |
| AK Alisha Kamadia United Community Bank | 19,359 | $855,544.59 | $1.09M | $233,592.75 | 27.3% |
Courtney Haddad Concurrent Investment Advisors, LLC | 71,072 | $3.14M | $4.08M | $941,257.82 | 30% |
Mark Petersen Prosperitas Financial LLC | 4,215 | $254,605 | $242,615.4 | -$11,989.6 | -4.71% |
Robert Shea NEOS Investment Management LLC | 252,833 | $11.88M | $14.22M | $2.34M | 19.69% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 42,941 | $2.01M | $2.42M | $406,803.42 | 20.25% |
James Rankin Modern Wealth Management, LLC | 39,614 | $1.98M | $2.28M | $298,059.33 | 15.06% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 67,891 | $3.1M | $3.82M | $714,895.04 | 23.03% |
Benj Foor Frazier Financial Advisors, LLC | 596 | $26,963.42 | $33,530.96 | $6,567.54 | 24.36% |
Amir Har-El Savvy Advisors, Inc. | 30,348 | $1.59M | $1.74M | $146,394.49 | 9.19% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 430 | $25,972 | $24,768 | -$1,204 | -4.64% |
Owen McCabe Tyche Wealth Partners LLC | 3,788 | $228,808 | $213,112.88 | -$15,695.12 | -6.86% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,577 | $529,642.08 | $595,062.02 | $65,419.94 | 12.35% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,183 | $192,956.02 | $237,970.87 | $45,014.85 | 23.33% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,755 | $173,790.37 | $215,781.07 | $41,990.7 | 24.16% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,312 | $56,783.08 | $73,813.12 | $17,030.04 | 29.99% |
Jonathon Gold Gold Investment Management Ltd. | 450 | $19,476 | $25,600.5 | $6,124.5 | 31.45% |
PETER KRUSSEL Southland Equity Partners LLC | 4,130 | $221,592.75 | $232,353.8 | $10,761.05 | 4.86% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,412 | $370,101.22 | $425,374.68 | $55,273.46 | 14.93% |
Taylor Wagner Valued Wealth Advisors LLC | 146 | $7,437.27 | $8,324.92 | $887.65 | 11.94% |