| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 22,284 | $1.19M | $1.24M | $58,509.95 | 4.94% |
Ann Keitner Quantum Portfolio Management LLC | 15 | $804 | $836.55 | $32.55 | 4.05% |
David W. Lewis Lewis Asset Management, LLC | 7,229 | $380,504.32 | $404,064.95 | $23,560.63 | 6.19% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 600 | $15,649.4 | $33,384 | $17,734.6 | 113.32% |
Owen McCabe Tyche Wealth Partners LLC | 9,884 | $442,229.47 | $553,405.16 | $111,175.69 | 25.14% |
United Advisor Group LLC United Advisor Group, LLC | 5,782 | $291,308.89 | $322,057.4 | $30,748.51 | 10.56% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1.35M | $67.91M | $75.8M | $7.89M | 11.62% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 300 | $11,606 | $16,789.5 | $5,183.5 | 44.66% |
Jonathon Gold Gold Investment Management Ltd. | 16,133 | $607,643.51 | $904,012.65 | $296,369.14 | 48.77% |
Donald Hatcher Solutions 4 Wealth, Ltd | 5,542 | $210,004.62 | $308,329.17 | $98,324.55 | 46.82% |
PETER KRUSSEL Southland Equity Partners LLC | 8,158 | $311,514.77 | $456,562.47 | $145,047.7 | 46.56% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,524 | $376,353.65 | $421,757.82 | $45,404.17 | 12.06% |
Taylor Wagner Valued Wealth Advisors LLC | 104 | $5,697 | $5,789.68 | $92.68 | 1.63% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 73,796 | $3.57M | $4.11M | $537,535.46 | 15.04% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 4,060 | $188,710.83 | $225,979.6 | $37,268.77 | 19.75% |
Darin Sadow Freestone Grove Partners LP | 1 | $54.77 | $55.65 | $0.88 | 1.61% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 38,919 | $2.05M | $2.17M | $118,260.65 | 5.78% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 182,551 | $7.04M | $10.22M | $3.19M | 45.25% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 6,202 | $332,489 | $347,529.07 | $15,040.07 | 4.52% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 18,547 | $900,364.78 | $1.04M | $137,061.66 | 15.22% |