| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 272,962 | $67.56M | $106.26M | $38.7M | 57.28% |
Mark Petersen Prosperitas Financial LLC | 3,562 | $1.11M | $1.35M | $245,558.08 | 22.16% |
Robert Shea NEOS Investment Management LLC | 1.8M | $481.64M | $759M | $277.35M | 57.58% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 1,697 | $549,881.66 | $660,608.16 | $110,726.5 | 20.14% |
RENEE PILKENTON Exchange Bank | 2,482 | $512,684.01 | $966,192.96 | $453,508.95 | 88.46% |
Teresa Douberly Burford Brothers, Inc. | 1,770 | $391,588.98 | $689,025.6 | $297,436.62 | 75.96% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,002 | $335,073.16 | $779,338.56 | $444,265.4 | 132.59% |
Savoie Capital LLC Savoie Capital LLC | 41,890 | $4.1M | $16.31M | $12.2M | 297.32% |
Scott McMillan White Wing Wealth Management | 994 | $291,047.25 | $386,944.32 | $95,897.07 | 32.95% |
Charles Corkery PUREfi Wealth, LLC | 12,433 | $2.92M | $4.84M | $1.92M | 65.47% |
Mark Weber DecisionMap Wealth Management, LLC | 4,463 | $1.19M | $1.74M | $542,479.48 | 45.4% |
Riley Stephenson Stephenson & Company, Inc. | 559 | $211,162 | $217,607.52 | $6,445.52 | 3.05% |
James Rankin Modern Wealth Management, LLC | 31,940 | $7.04M | $12.55M | $5.51M | 78.18% |
KKM Financial LLC KKM Financial LLC | 13,007 | $4.54M | $5.11M | $573,604.6 | 12.64% |
Joseph C. Gissy Tactive Advisors, LLC | 1,672 | $313,519.02 | $650,876.16 | $337,357.14 | 107.6% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,622 | $621,268.33 | $1.02M | $399,423.83 | 64.29% |
Menachem Striks Morton Capital Management LLC/CA | 5,025 | $985,370.69 | $1.96M | $970,761.31 | 98.52% |
David Vollmer PFS Partners, LLC | 420 | $111,495.31 | $163,497.6 | $52,002.29 | 46.64% |
Benj Foor Frazier Financial Advisors, LLC | 852 | $178,691.17 | $364,251.29 | $185,560.12 | 103.84% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,277 | $1.13M | $3.22M | $2.09M | 185.05% |