| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 50,240 | $3.76M | $4.4M | $639,709.17 | 17% |
| AK Alisha Kamadia United Community Bank | 420 | $31,162.02 | $36,666 | $5,503.98 | 17.66% |
Courtney Haddad Concurrent Investment Advisors, LLC | 109,644 | $8.67M | $9.61M | $934,501.04 | 10.78% |
Teresa Douberly Burford Brothers, Inc. | 10,766 | $798,828.88 | $942,886.28 | $144,057.4 | 18.03% |
James Rankin Modern Wealth Management, LLC | 6,745 | $539,519.87 | $585,971.87 | $46,452 | 8.61% |
KKM Financial LLC KKM Financial LLC | 3,464 | $267,957.86 | $302,615.04 | $34,657.18 | 12.93% |
Benj Foor Frazier Financial Advisors, LLC | 1,470 | $111,704.41 | $128,389.8 | $16,685.39 | 14.94% |
Amir Har-El Savvy Advisors, Inc. | 39,671 | $3.09M | $3.45M | $362,236.88 | 11.73% |
Owen McCabe Tyche Wealth Partners LLC | 3,706 | $284,901.86 | $323,978.52 | $39,076.66 | 13.72% |
United Advisor Group LLC United Advisor Group, LLC | 4,087 | $332,887.6 | $356,876.84 | $23,989.24 | 7.21% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 23,076 | $1.85M | $2.02M | $170,603.72 | 9.24% |
Jonathon Gold Gold Investment Management Ltd. | 84 | $6,049 | $7,377.72 | $1,328.72 | 21.97% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 5,473 | $395,031.76 | $479,161.15 | $84,129.39 | 21.3% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,854 | $144,018.7 | $160,704.72 | $16,686.02 | 11.59% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 22,402 | $1.64M | $1.96M | $319,557.24 | 19.49% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 16,079 | $1.16M | $1.4M | $239,488.11 | 20.64% |
| MG Melissa Glennie Capital Management Associates, Inc | 9,645 | $781,297.09 | $845,673.6 | $64,376.51 | 8.24% |
Julie Beswick Advantage Trust Co | 200 | $16,614 | $17,556 | $942 | 5.67% |
Wayne Atkins VCI Wealth Management LLC | 5,669 | $452,404.52 | $491,927.47 | $39,522.95 | 8.74% |
Keisuke Ichihara Rakuten Securities, Inc. | 40 | $3,278.35 | $3,505.4 | $227.05 | 6.93% |