| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 905 | $91,749.13 | $162,628.5 | $70,879.37 | 77.25% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 1,371 | $202,330.12 | $245,738.04 | $43,407.92 | 21.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 72,430 | $9.79M | $13.02M | $3.22M | 32.89% |
Teresa Douberly Burford Brothers, Inc. | 5,319 | $626,003.39 | $953,377.56 | $327,374.17 | 52.3% |
KKM Financial LLC KKM Financial LLC | 21,290 | $2.85M | $3.82M | $967,783.92 | 33.98% |
David Vollmer PFS Partners, LLC | 76 | $8,248.38 | $13,657.2 | $5,408.82 | 65.57% |
Lydia Gallas Harbour Trust & Investment Management Co | 26,169 | $4.23M | $4.7M | $470,257.3 | 11.11% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 23,727 | $3.23M | $4.27M | $1.04M | 32.21% |
Amir Har-El Savvy Advisors, Inc. | 3,286 | $466,973.68 | $590,412.05 | $123,438.37 | 26.43% |
David W. Lewis Lewis Asset Management, LLC | 3,116 | $461,891.36 | $559,945.2 | $98,053.84 | 21.23% |
Owen McCabe Tyche Wealth Partners LLC | 4,537 | $565,628.36 | $815,298.9 | $249,670.54 | 44.14% |
United Advisor Group LLC United Advisor Group, LLC | 1,979 | $292,028.23 | $355,626.3 | $63,598.07 | 21.78% |
Jonathon Gold Gold Investment Management Ltd. | 475 | $59,310.65 | $85,357.5 | $26,046.85 | 43.92% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 121 | $19,520 | $21,740.67 | $2,220.67 | 11.38% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,594 | $247,261.26 | $286,401.95 | $39,140.69 | 15.83% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 24,830 | $2.87M | $4.46M | $1.59M | 55.44% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 21,384 | $2.82M | $3.84M | $1.02M | 36.12% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 2,750 | $319,045.12 | $494,175 | $175,129.88 | 54.89% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 70,320 | $8.25M | $12.63M | $4.39M | 53.19% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,216 | $488,313.8 | $577,834.8 | $89,521 | 18.33% |