| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 20,538 | $1.12M | $1.16M | $40,054.32 | 3.56% |
KKM Financial LLC KKM Financial LLC | 11,213 | $449,023.9 | $634,880.06 | $185,856.16 | 41.39% |
Joseph C. Gissy Tactive Advisors, LLC | 8,350 | $440,440.39 | $472,777 | $32,336.61 | 7.34% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 16,208 | $786,196.25 | $917,696.96 | $131,500.71 | 16.73% |
David Vollmer PFS Partners, LLC | 23,539 | $821,084.08 | $1.34M | $514,048 | 62.61% |
Benj Foor Frazier Financial Advisors, LLC | 1,965 | $98,631.42 | $111,454.8 | $12,823.38 | 13% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,327 | $312,339.99 | $358,867.44 | $46,527.45 | 14.9% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 15,907 | $807,927.78 | $902,722.25 | $94,794.47 | 11.73% |
Amir Har-El Savvy Advisors, Inc. | 10,246 | $540,029.12 | $580,999.43 | $40,970.31 | 7.59% |
David W. Lewis Lewis Asset Management, LLC | 7,127 | $375,036.16 | $404,243.44 | $29,207.28 | 7.79% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 600 | $15,649.4 | $34,032 | $18,382.6 | 117.47% |
Owen McCabe Tyche Wealth Partners LLC | 9,742 | $434,616.72 | $552,566.24 | $117,949.52 | 27.14% |
United Advisor Group LLC United Advisor Group, LLC | 5,682 | $285,947.71 | $322,283.04 | $36,335.33 | 12.71% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1.32M | $66.13M | $74.87M | $8.75M | 13.23% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 77 | $4,217 | $4,366.28 | $149.28 | 3.54% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 300 | $11,606 | $17,016 | $5,410 | 46.61% |
Jonathon Gold Gold Investment Management Ltd. | 16,133 | $607,643.51 | $915,063.76 | $307,420.25 | 50.59% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,206 | $158,281 | $181,796.23 | $23,515.23 | 14.86% |
Donald Hatcher Solutions 4 Wealth, Ltd | 7,028 | $265,877.84 | $398,628.16 | $132,750.32 | 49.93% |
PETER KRUSSEL Southland Equity Partners LLC | 8,184 | $312,208.86 | $462,682.44 | $150,473.58 | 48.2% |