| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 1,870 | $791,119.96 | $845,894.5 | $54,774.54 | 6.92% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 30,411 | $12.57M | $13.81M | $1.25M | 9.91% |
| AK Alisha Kamadia United Community Bank | 14 | $5,483.03 | $6,332.9 | $849.87 | 15.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,484 | $4.32M | $4.28M | -$38,863.78 | -0.9% |
Robert Shea NEOS Investment Management LLC | 174,087 | $74.59M | $78.57M | $3.99M | 5.34% |
Charles Corkery PUREfi Wealth, LLC | 1,153 | $512,203.18 | $522,562.66 | $10,359.48 | 2.02% |
James Rankin Modern Wealth Management, LLC | 1,412 | $653,976.78 | $637,969.84 | -$16,006.94 | -2.45% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 2,570 | $1.19M | $1.16M | -$29,463.33 | -2.48% |
David Vollmer PFS Partners, LLC | 158 | $48,089.54 | $71,248.52 | $23,158.98 | 48.16% |
Benj Foor Frazier Financial Advisors, LLC | 29 | $12,721.88 | $13,120.47 | $398.59 | 3.13% |
Amir Har-El Savvy Advisors, Inc. | 1,821 | $810,794.26 | $823,000.95 | $12,206.69 | 1.51% |
Ann Keitner Quantum Portfolio Management LLC | 801 | $341,806.27 | $361,851.75 | $20,045.48 | 5.86% |
William Ramsay Financial Symmetry Inc | 760 | $309,485.76 | $343,618.8 | $34,133.04 | 11.03% |
United Advisor Group LLC United Advisor Group, LLC | 545 | $235,024.54 | $246,890.45 | $11,865.91 | 5.05% |
Jeff Ramsey Quotient Wealth Partners, LLC | 995 | $429,126.97 | $448,685.3 | $19,558.33 | 4.56% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 7 | $2,848.07 | $3,166.73 | $318.66 | 11.19% |
Jeffrey McGrath Cetera Trust Company, N.A | 21 | $8,545 | $9,501.87 | $956.87 | 11.2% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 280 | $125,045 | $126,372.4 | $1,327.4 | 1.06% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 938 | $418,456.65 | $425,082.84 | $6,626.19 | 1.58% |
Taylor Wagner Valued Wealth Advisors LLC | 44 | $19,780.47 | $19,883.16 | $102.69 | 0.52% |