| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 598,487 | $29.44M | $34.08M | $4.64M | 15.76% |
Teresa Douberly Burford Brothers, Inc. | 12,098 | $480,760.63 | $688,860.12 | $208,099.49 | 43.29% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 4,104 | $158,362.55 | $233,681.76 | $75,319.21 | 47.56% |
Charles Corkery PUREfi Wealth, LLC | 3,895 | $208,832 | $221,781.3 | $12,949.3 | 6.2% |
Mark Weber DecisionMap Wealth Management, LLC | 30,343 | $1.53M | $1.73M | $197,452.86 | 12.9% |
James Rankin Modern Wealth Management, LLC | 636,457 | $34.14M | $37.02M | $2.87M | 8.41% |
KKM Financial LLC KKM Financial LLC | 11,213 | $449,023.9 | $652,148.08 | $203,124.18 | 45.24% |
Joseph C. Gissy Tactive Advisors, LLC | 8,350 | $440,440.39 | $475,449 | $35,008.61 | 7.95% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 16,208 | $786,196.25 | $922,883.52 | $136,687.27 | 17.39% |
David Vollmer PFS Partners, LLC | 23,021 | $804,430.43 | $1.31M | $506,385.31 | 62.95% |
Benj Foor Frazier Financial Advisors, LLC | 1,965 | $98,631.42 | $113,223.3 | $14,591.88 | 14.79% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,127 | $304,820.44 | $348,871.38 | $44,050.94 | 14.45% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 14,965 | $761,006.51 | $852,107.1 | $91,100.59 | 11.97% |
Amir Har-El Savvy Advisors, Inc. | 10,246 | $540,029.12 | $583,407.24 | $43,378.12 | 8.03% |
Ann Keitner Quantum Portfolio Management LLC | 15 | $804 | $872.4 | $68.4 | 8.51% |
David W. Lewis Lewis Asset Management, LLC | 7,228 | $380,450.92 | $411,562.32 | $31,111.4 | 8.18% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 600 | $15,649.4 | $34,164 | $18,514.6 | 118.31% |
Owen McCabe Tyche Wealth Partners LLC | 9,884 | $442,229.47 | $571,394.04 | $129,164.57 | 29.21% |
United Advisor Group LLC United Advisor Group, LLC | 5,782 | $291,308.89 | $329,227.08 | $37,918.19 | 13.02% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1.32M | $66.13M | $75.16M | $9.04M | 13.67% |