| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 951 | $174,044.39 | $482,794.18 | $308,749.79 | 177.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,247 | $4.65M | $11.29M | $6.64M | 142.63% |
Robert Shea NEOS Investment Management LLC | 550,100 | $126.02M | $279.27M | $153.25M | 121.61% |
Teresa Douberly Burford Brothers, Inc. | 712 | $514,734 | $361,461.05 | -$153,272.95 | -29.78% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 13,482 | $1.81M | $6.84M | $5.03M | 277.31% |
Savoie Capital LLC Savoie Capital LLC | 77,295 | $13.57M | $39.24M | $25.67M | 189.19% |
Mark Weber DecisionMap Wealth Management, LLC | 344 | $248,712 | $174,638.48 | -$74,073.52 | -29.78% |
James Rankin Modern Wealth Management, LLC | 18,703 | $3.17M | $9.49M | $6.32M | 199.49% |
KKM Financial LLC KKM Financial LLC | 37,276 | $9.58M | $18.92M | $9.34M | 97.54% |
Joseph C. Gissy Tactive Advisors, LLC | 1,903 | $771,878.64 | $966,096.03 | $194,217.39 | 25.16% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,247 | $228,334.23 | $633,064.5 | $404,730.27 | 177.25% |
Menachem Striks Morton Capital Management LLC/CA | 1,008 | $728,756 | $511,731.37 | -$217,024.63 | -29.78% |
David Vollmer PFS Partners, LLC | 4 | $1,030 | $2,030.68 | $1,000.68 | 97.15% |
Benj Foor Frazier Financial Advisors, LLC | 828 | $169,877.48 | $446,540.39 | $276,662.91 | 162.86% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 4,828 | $900,001.42 | $2.45M | $1.55M | 172.34% |
Derek Ripp Austin Wealth Management, LLC | 516 | $373,068 | $261,957.73 | -$111,110.27 | -29.78% |
Angela Kelley HTLF Bank | 4,275 | $696,867.87 | $2.17M | $1.47M | 211.43% |
Amir Har-El Savvy Advisors, Inc. | 9,304 | $2.41M | $4.72M | $2.31M | 96.11% |
Joseph Morrison Sentry LLC | 3,742 | $459,630 | $1.9M | $1.44M | 313.31% |
David W. Lewis Lewis Asset Management, LLC | 2,500 | $431,360.94 | $1.27M | $837,814.08 | 194.23% |