| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 8,467 | $641,189.39 | $846,869.31 | $205,679.92 | 32.08% |
Courtney Haddad Concurrent Investment Advisors, LLC | 43,303 | $3.86M | $4.33M | $475,835.11 | 12.34% |
Mark Weber DecisionMap Wealth Management, LLC | 3,125 | $283,063.07 | $312,562.49 | $29,499.42 | 10.42% |
James Rankin Modern Wealth Management, LLC | 84,590 | $7.52M | $8.46M | $936,546.26 | 12.45% |
Joseph C. Gissy Tactive Advisors, LLC | 5,319 | $453,038.41 | $532,006.36 | $78,967.95 | 17.43% |
Benj Foor Frazier Financial Advisors, LLC | 61 | $5,477.11 | $6,101.22 | $624.11 | 11.39% |
Derek Ripp Austin Wealth Management, LLC | 15,686 | $1.19M | $1.57M | $382,110.91 | 32.2% |
Angela Kelley HTLF Bank | 48,211 | $4.24M | $4.82M | $583,633.49 | 13.77% |
Amir Har-El Savvy Advisors, Inc. | 27,473 | $2.44M | $2.75M | $304,560.77 | 12.47% |
United Advisor Group LLC United Advisor Group, LLC | 2,394 | $212,327 | $239,447.87 | $27,120.87 | 12.77% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,594 | $317,901.27 | $359,471.87 | $41,570.6 | 13.08% |
Steven D Urban Urban Financial Advisory Corp | 1,266 | $123,334 | $126,625.32 | $3,291.32 | 2.67% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 56 | $4,967 | $5,601.12 | $634.12 | 12.77% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 92 | $7,837 | $9,201.84 | $1,364.84 | 17.42% |
One Degree Advisors Inc. One Degree Advisors Inc | 57,672 | $5.19M | $5.77M | $579,707.99 | 11.17% |
Jonathon Gold Gold Investment Management Ltd. | 3,410 | $301,410.38 | $341,068.19 | $39,657.81 | 13.16% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 229 | $20,312 | $22,904.58 | $2,592.58 | 12.76% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 13,195 | $1.18M | $1.32M | $139,544.12 | 11.82% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 83 | $7,362 | $8,301.66 | $939.66 | 12.76% |
Taylor Wagner Valued Wealth Advisors LLC | 1,694 | $148,066.53 | $169,433.87 | $21,367.34 | 14.43% |