| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 2,366 | $219,541.25 | $305,214 | $85,672.75 | 39.02% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 46,511 | $4.31M | $5.67M | $1.36M | 31.44% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,675 | $406,227.33 | $448,019.25 | $41,791.92 | 10.29% |
Amir Har-El Savvy Advisors, Inc. | 88,260 | $9.71M | $10.76M | $1.05M | 10.86% |
David W. Lewis Lewis Asset Management, LLC | 4,950 | $386,567.87 | $603,454.5 | $216,886.63 | 56.11% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 345 | $42,004 | $42,058.95 | $54.95 | 0.13% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,582 | $282,022.24 | $314,771.62 | $32,749.38 | 11.61% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 12,476 | $1.42M | $1.6M | $182,168.92 | 12.84% |
Donald Hatcher Solutions 4 Wealth, Ltd | 15,390 | $1.67M | $1.88M | $210,337.92 | 12.63% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 2,287 | $244,800 | $278,808.17 | $34,008.17 | 13.89% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 2,453 | $242,484.2 | $317,344.61 | $74,860.41 | 30.87% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 4,143 | $420,036.86 | $505,073.13 | $85,036.27 | 20.24% |
Julie Beswick Advantage Trust Co | 268 | $34,253 | $32,671.88 | -$1,581.12 | -4.62% |
Curtis Burkholder Bare Financial Services, Inc | 103,701 | $10.3M | $12.64M | $2.35M | 22.8% |
Keisuke Ichihara Rakuten Securities, Inc. | 10 | $1,270.7 | $1,281.1 | $10.4 | 0.82% |
Joshua Stipcich Tidemark, LLC | 2,227 | $246,981.73 | $285,679.56 | $38,697.83 | 15.67% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 4,081 | $469,818.87 | $497,514.71 | $27,695.84 | 5.9% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,604 | $297,527.23 | $439,363.64 | $141,836.41 | 47.67% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 976 | $115,994.86 | $118,984.16 | $2,989.3 | 2.58% |
RENEE BRUNNER Elite Life Management LLC | 3,692 | $292,014.15 | $470,951.52 | $178,937.37 | 61.28% |