| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 180,955 | $18.55M | $31.77M | $13.23M | 71.3% |
| AK Alisha Kamadia United Community Bank | 11,297 | $925,958.6 | $1.98M | $1.06M | 114.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 409,833 | $46.09M | $72.01M | $25.92M | 56.25% |
Teresa Douberly Burford Brothers, Inc. | 5,185 | $539,605.48 | $934,544.4 | $394,938.92 | 73.19% |
Charles Corkery PUREfi Wealth, LLC | 6,720 | $781,267.2 | $1.21M | $429,945.6 | 55.03% |
James Rankin Modern Wealth Management, LLC | 114,325 | $14.46M | $20.07M | $5.61M | 38.78% |
KKM Financial LLC KKM Financial LLC | 33,472 | $3.82M | $6.03M | $2.22M | 58.06% |
Joseph C. Gissy Tactive Advisors, LLC | 23,176 | $2.41M | $4.07M | $1.66M | 69.14% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 5,824 | $724,109.94 | $1.05M | $325,607.82 | 44.97% |
Benj Foor Frazier Financial Advisors, LLC | 3,982 | $421,142.57 | $699,199.38 | $278,056.81 | 66.02% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,045 | $353,333.47 | $534,549.75 | $181,216.28 | 51.29% |
Angela Kelley HTLF Bank | 4,550 | $458,038.29 | $820,092 | $362,053.71 | 79.04% |
Lydia Gallas Harbour Trust & Investment Management Co | 20,921 | $2.07M | $3.77M | $1.7M | 82.44% |
Scott L. Comeau BCU Wealth Advisors, LLC | 1,801 | $228,180.86 | $324,612.24 | $96,431.38 | 42.26% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,090 | $398,195 | $376,701.6 | -$21,493.4 | -5.4% |
Amir Har-El Savvy Advisors, Inc. | 274,877 | $35.21M | $48.3M | $13.09M | 37.17% |
Kevin M. Fox Fox Financial, Inc | 101,936 | $9.85M | $18.37M | $8.53M | 86.57% |
David W. Lewis Lewis Asset Management, LLC | 7,320 | $801,189.3 | $1.29M | $484,129.5 | 60.43% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,857 | $177,190.75 | $325,996.35 | $148,805.6 | 83.98% |
Owen McCabe Tyche Wealth Partners LLC | 11,698 | $1.23M | $2.11M | $873,967.57 | 70.8% |