| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Greg Werlinich Werlinich Asset Management, LLC | 13,416 | $2.64M | $3.44M | $801,526.55 | 30.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 43,501 | $11.01M | $11.14M | $127,092.47 | 1.15% |
Robert Shea NEOS Investment Management LLC | 278,817 | $74.02M | $71.37M | -$2.65M | -3.57% |
RENEE PILKENTON Exchange Bank | 5,689 | $1.26M | $1.46M | $200,789.61 | 15.97% |
Teresa Douberly Burford Brothers, Inc. | 1,722 | $402,601.52 | $441,228.06 | $38,626.54 | 9.59% |
Charles Corkery PUREfi Wealth, LLC | 3,574 | $1.06M | $915,766.02 | -$141,598.84 | -13.39% |
James Rankin Modern Wealth Management, LLC | 3,988 | $1.11M | $1.02M | -$91,650.33 | -8.24% |
KKM Financial LLC KKM Financial LLC | 17,470 | $4.56M | $4.48M | -$83,774.57 | -1.84% |
Joseph C. Gissy Tactive Advisors, LLC | 89,610 | $18.21M | $22.96M | $4.75M | 26.11% |
David Vollmer PFS Partners, LLC | 59 | $13,825.33 | $15,102.52 | $1,277.19 | 9.24% |
Benj Foor Frazier Financial Advisors, LLC | 41 | $8,540.81 | $10,494.97 | $1,954.16 | 22.88% |
Derek Ripp Austin Wealth Management, LLC | 1,174 | $276,744.55 | $300,814.02 | $24,069.47 | 8.7% |
Angela Kelley HTLF Bank | 966 | $240,575.33 | $247,271.85 | $6,696.52 | 2.78% |
Lydia Gallas Harbour Trust & Investment Management Co | 14,301 | $3.33M | $3.66M | $328,994.33 | 9.87% |
Amir Har-El Savvy Advisors, Inc. | 9,052 | $2.32M | $2.31M | -$1,087.34 | -0.05% |
Joseph Morrison Sentry LLC | 26,667 | $5.97M | $6.83M | $852,477.74 | 14.27% |
David W. Lewis Lewis Asset Management, LLC | 3,640 | $1.09M | $931,749 | -$153,856.05 | -14.17% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,782 | $459,026.01 | $712,122.45 | $253,096.44 | 55.14% |
Owen McCabe Tyche Wealth Partners LLC | 4,139 | $1.14M | $1.06M | -$75,784.42 | -6.68% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,437 | $569,644.06 | $623,811.07 | $54,167.01 | 9.51% |