| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 420 | $31,162.02 | $35,876.4 | $4,714.38 | 15.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 228,120 | $17.56M | $19.49M | $1.92M | 10.94% |
Teresa Douberly Burford Brothers, Inc. | 10,838 | $804,015.05 | $925,998.72 | $121,983.67 | 15.17% |
James Rankin Modern Wealth Management, LLC | 3,364 | $258,656.77 | $287,352.88 | $28,696.11 | 11.09% |
KKM Financial LLC KKM Financial LLC | 3,739 | $287,765.48 | $319,460.16 | $31,694.68 | 11.01% |
Benj Foor Frazier Financial Advisors, LLC | 1,470 | $111,704.41 | $125,567.4 | $13,862.99 | 12.41% |
Amir Har-El Savvy Advisors, Inc. | 43,458 | $3.38M | $3.72M | $334,328.54 | 9.89% |
Owen McCabe Tyche Wealth Partners LLC | 3,515 | $269,034.59 | $300,251.3 | $31,216.71 | 11.6% |
United Advisor Group LLC United Advisor Group, LLC | 4,392 | $358,203.34 | $375,164.64 | $16,961.3 | 4.74% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 19,131 | $1.52M | $1.63M | $115,185.7 | 7.58% |
Jonathon Gold Gold Investment Management Ltd. | 84 | $6,049 | $7,175.28 | $1,126.28 | 18.62% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 5,488 | $396,112.3 | $469,224 | $73,111.7 | 18.46% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,854 | $144,018.7 | $158,517 | $14,498.3 | 10.07% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 26,442 | $1.93M | $2.26M | $330,404.15 | 17.12% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 16,738 | $1.21M | $1.43M | $223,523.21 | 18.51% |
| MG Melissa Glennie Capital Management Associates, Inc | 9,784 | $791,309.27 | $836,532 | $45,222.73 | 5.71% |
Wayne Atkins VCI Wealth Management LLC | 5,300 | $421,754.34 | $453,150 | $31,395.66 | 7.44% |
Keisuke Ichihara Rakuten Securities, Inc. | 113 | $9,240.15 | $9,657.54 | $417.39 | 4.52% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,532 | $345,582.55 | $387,327.38 | $41,744.83 | 12.08% |
Andrea Butler Sequent Planning LLC | 18,794 | $1.48M | $1.61M | $125,701.41 | 8.49% |