| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 3,278 | $306,872.81 | $408,602.7 | $101,729.89 | 33.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 49,331 | $5M | $6.31M | $1.31M | 26.1% |
Robert Shea NEOS Investment Management LLC | 421,913 | $47.53M | $51.83M | $4.3M | 9.04% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 142,926 | $11.08M | $18.27M | $7.19M | 64.85% |
James Rankin Modern Wealth Management, LLC | 7,308 | $788,824.31 | $917,884.8 | $129,060.49 | 16.36% |
David Vollmer PFS Partners, LLC | 500 | $68,405 | $63,925 | -$4,480 | -6.55% |
Benj Foor Frazier Financial Advisors, LLC | 1,499 | $177,842.89 | $188,499.25 | $10,656.36 | 5.99% |
Angela Kelley HTLF Bank | 2,770 | $225,496.35 | $354,144.5 | $128,648.15 | 57.05% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,996 | $249,337.98 | $383,038.6 | $133,700.62 | 53.62% |
Amir Har-El Savvy Advisors, Inc. | 13,407 | $1.4M | $1.71M | $313,240.61 | 22.36% |
Ann Keitner Quantum Portfolio Management LLC | 4,618 | $605,722.9 | $580,020.8 | -$25,702.1 | -4.24% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 371 | $50,757 | $47,432.35 | -$3,324.65 | -6.55% |
Owen McCabe Tyche Wealth Partners LLC | 1,895 | $207,489.48 | $239,660.65 | $32,171.17 | 15.5% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,976 | $272,097.38 | $380,481.6 | $108,384.22 | 39.83% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 32,221 | $2.81M | $4.12M | $1.31M | 46.84% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 6,228 | $512,791.57 | $796,249.8 | $283,458.23 | 55.28% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 307 | $30,809.99 | $39,249.95 | $8,439.96 | 27.39% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 77 | $6,010 | $9,844.45 | $3,834.45 | 63.8% |
PETER KRUSSEL Southland Equity Partners LLC | 4,869 | $483,752.63 | $622,501.65 | $138,749.02 | 28.68% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 20,368 | $1.59M | $2.6M | $1.02M | 64.2% |