| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 7,193 | $343,088.68 | $412,302.76 | $69,214.08 | 20.17% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,304 | $549,336.67 | $579,703.04 | $30,366.37 | 5.53% |
Stephanie Ternes Wealth Forward, LLC | 33,482 | $1.45M | $1.9M | $455,696.85 | 31.45% |
Ashley Meredith Abel Hall, LLC | 12,571 | $649,690.07 | $720,129.73 | $70,439.66 | 10.84% |
Douglas E. Morisoli Fairman Group, LLC | 367 | $16,226.67 | $20,647.42 | $4,420.75 | 27.24% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 7,012 | $307,084.29 | $398,912.68 | $91,828.39 | 29.9% |
Ian Jameson American Capital Advisory, LLC | 4,832 | $210,225.23 | $276,849.44 | $66,624.21 | 31.69% |
Richard Zipkis Granite Group Advisors, LLC | 44,695 | $1.96M | $2.54M | $583,556.37 | 29.79% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 5,095 | $238,432.72 | $289,854.55 | $51,421.83 | 21.57% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 36,563 | $1.58M | $2.1M | $522,537.34 | 33.16% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 320 | $15,306.08 | $18,003.2 | $2,697.12 | 17.62% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 7,376 | $412,082.55 | $419,620.64 | $7,538.09 | 1.83% |
Janice M. Powell Diversify Advisory Services, LLC | 16,089 | $971,775.6 | $922,301.92 | -$49,473.68 | -5.09% |
Define Financial LLC DEFINE FINANCIAL, LLC | 3,615 | $218,221.92 | $205,657.35 | -$12,564.57 | -5.76% |
Kevyn Hill Hilltop National Bank | 29 | $1,296.3 | $1,668.22 | $371.92 | 28.69% |
Brady Green GGM Financials LLC | 4,928 | $260,321.29 | $280,353.92 | $20,032.63 | 7.7% |
Richard Crinion Mediolanum International Funds Ltd | 476,184 | $25.78M | $26.79M | $1.01M | 3.91% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 199,756 | $10.06M | $11.46M | $1.41M | 13.99% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 2,514 | $130,753 | $141,437.64 | $10,684.64 | 8.17% |
Alan Hartley Black Cypress Capital Management, LLC | 306,354 | $13.69M | $17.63M | $3.94M | 28.82% |