| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 54,470 | $7.58M | $8.85M | $1.27M | 16.8% |
| AK Alisha Kamadia United Community Bank | 833 | $128,948.5 | $140,310.52 | $11,362.02 | 8.81% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 1,712 | $239,062.34 | $278,285.6 | $39,223.26 | 16.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 149,093 | $21.86M | $24.24M | $2.38M | 10.89% |
Teresa Douberly Burford Brothers, Inc. | 4,342 | $596,930.55 | $705,792.1 | $108,861.55 | 18.24% |
James Rankin Modern Wealth Management, LLC | 7,954 | $1.12M | $1.33M | $209,623.55 | 18.69% |
David Vollmer PFS Partners, LLC | 147 | $19,561.51 | $23,894.85 | $4,333.34 | 22.15% |
Angela Kelley HTLF Bank | 1,589 | $240,674.83 | $258,291.95 | $17,617.12 | 7.32% |
Amir Har-El Savvy Advisors, Inc. | 50,390 | $7.8M | $8.19M | $390,549.81 | 5.01% |
Owen McCabe Tyche Wealth Partners LLC | 5,936 | $867,310.94 | $970,803.12 | $103,492.18 | 11.93% |
United Advisor Group LLC United Advisor Group, LLC | 3,415 | $508,817.17 | $555,108.25 | $46,291.08 | 9.1% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,369 | $351,944.55 | $385,080.95 | $33,136.4 | 9.42% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,959 | $1.74M | $1.98M | $238,877.78 | 13.71% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,768 | $274,239.74 | $287,388.4 | $13,148.66 | 4.79% |
Jonathon Gold Gold Investment Management Ltd. | 1,282 | $184,303.61 | $209,664.69 | $25,361.08 | 13.76% |
PETER KRUSSEL Southland Equity Partners LLC | 2,618 | $415,408 | $425,555.9 | $10,147.9 | 2.44% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,324 | $209,996 | $215,216.2 | $5,220.2 | 2.49% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,750 | $270,900.02 | $284,462.5 | $13,562.48 | 5.01% |
Taylor Wagner Valued Wealth Advisors LLC | 61 | $9,443 | $9,915.55 | $472.55 | 5% |
Darin Sadow Freestone Grove Partners LP | 1 | $146.61 | $167.37 | $20.76 | 14.16% |