| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 129 | $26,316.42 | $37,088.79 | $10,772.37 | 40.93% |
| AK Alisha Kamadia United Community Bank | 958 | $246,737.24 | $272,953.36 | $26,216.12 | 10.63% |
Courtney Haddad Concurrent Investment Advisors, LLC | 75,758 | $18.98M | $21.54M | $2.56M | 13.47% |
Mark Petersen Prosperitas Financial LLC | 1,992 | $474,400.23 | $572,690.04 | $98,289.81 | 20.72% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 16,109 | $3.46M | $4.63M | $1.17M | 33.88% |
Scott McMillan White Wing Wealth Management | 55,140 | $11.77M | $15.65M | $3.88M | 32.95% |
Charles Corkery PUREfi Wealth, LLC | 775 | $202,988 | $222,192.5 | $19,204.5 | 9.46% |
Mark Weber DecisionMap Wealth Management, LLC | 1,324 | $320,259.56 | $380,835.36 | $60,575.8 | 18.91% |
Riley Stephenson Stephenson & Company, Inc. | 907 | $218,115.77 | $259,211.53 | $41,095.76 | 18.84% |
James Rankin Modern Wealth Management, LLC | 22,464 | $5.4M | $6.44M | $1.04M | 19.26% |
Joseph C. Gissy Tactive Advisors, LLC | 2,600 | $628,512.22 | $742,144 | $113,631.78 | 18.08% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 72,802 | $17.43M | $20.77M | $3.34M | 19.14% |
David Vollmer PFS Partners, LLC | 44 | $9,852.13 | $12,503.92 | $2,651.79 | 26.92% |
Benj Foor Frazier Financial Advisors, LLC | 17,683 | $3.85M | $5.03M | $1.18M | 30.63% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 4,959 | $1.21M | $1.42M | $207,743.66 | 17.11% |
Derek Ripp Austin Wealth Management, LLC | 704 | $208,663 | $202,730.88 | -$5,932.12 | -2.84% |
Amir Har-El Savvy Advisors, Inc. | 57,241 | $14.13M | $16.4M | $2.27M | 16.05% |
Joseph Morrison Sentry LLC | 886 | $268,564 | $255,646.44 | -$12,917.56 | -4.81% |
Cindi Hill Keener Financial Planning LLC | 1,530 | $328,098.71 | $437,457.6 | $109,358.89 | 33.33% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,129 | $336,670.04 | $320,009.4 | -$16,660.64 | -4.95% |