| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 321,857 | $17.63M | $18.33M | $693,713.39 | 3.93% |
Teresa Douberly Burford Brothers, Inc. | 15,858 | $685,789.87 | $903,588.84 | $217,798.97 | 31.76% |
James Rankin Modern Wealth Management, LLC | 593,030 | $25.52M | $33.77M | $8.25M | 32.32% |
David Vollmer PFS Partners, LLC | 709 | $23,700.75 | $40,374 | $16,673.25 | 70.35% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,405 | $208,590 | $192,382.5 | -$16,207.5 | -7.77% |
Amir Har-El Savvy Advisors, Inc. | 23,108 | $1.22M | $1.32M | $94,161.34 | 7.71% |
David W. Lewis Lewis Asset Management, LLC | 10,829 | $465,816.23 | $616,657.4 | $150,841.17 | 32.38% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,686 | $56,229.42 | $96,009.27 | $39,779.85 | 70.75% |
Owen McCabe Tyche Wealth Partners LLC | 14,226 | $660,247.7 | $810,099.57 | $149,851.87 | 22.7% |
United Advisor Group LLC United Advisor Group, LLC | 6,384 | $285,421.15 | $363,536.88 | $78,115.73 | 27.37% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 51,636 | $2.23M | $2.94M | $708,028.74 | 31.72% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 7,965 | $334,497.07 | $453,646.57 | $119,149.5 | 35.62% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 556 | $23,304.18 | $31,661.42 | $8,357.24 | 35.86% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 431 | $26,414 | $24,547.6 | -$1,866.4 | -7.07% |
PETER KRUSSEL Southland Equity Partners LLC | 5,284 | $236,036.28 | $301,927.76 | $65,891.48 | 27.92% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 330 | $14,754.3 | $18,795.15 | $4,040.85 | 27.39% |
Taylor Wagner Valued Wealth Advisors LLC | 9 | $380.71 | $512.59 | $131.88 | 34.64% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 5,180 | $229,448.1 | $294,975.1 | $65,527 | 28.56% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 22,692 | $1.01M | $1.29M | $277,289.07 | 27.32% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 16,851 | $767,642.23 | $959,748.7 | $192,106.47 | 25.03% |