| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 76,826 | $21.57M | $26.88M | $5.32M | 24.65% |
RENEE PILKENTON Exchange Bank | 2,568 | $453,976.95 | $898,543.2 | $444,566.25 | 97.93% |
Teresa Douberly Burford Brothers, Inc. | 3,921 | $833,881.13 | $1.37M | $538,076.77 | 64.53% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 49,326 | $8.93M | $17.53M | $8.6M | 96.22% |
Mark Weber DecisionMap Wealth Management, LLC | 728 | $232,934.64 | $254,112.04 | $21,177.4 | 9.09% |
Riley Stephenson Stephenson & Company, Inc. | 918 | $209,019 | $321,208.2 | $112,189.2 | 53.67% |
James Rankin Modern Wealth Management, LLC | 47,475 | $15.14M | $16.87M | $1.73M | 11.45% |
KKM Financial LLC KKM Financial LLC | 2,023 | $378,989.32 | $707,847.7 | $328,858.38 | 86.77% |
Joseph C. Gissy Tactive Advisors, LLC | 653 | $241,577.27 | $232,043.56 | -$9,533.71 | -3.95% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,174 | $326,466.34 | $410,782.6 | $84,316.26 | 25.83% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 2,109 | $572,259.28 | $740,997.15 | $168,737.87 | 29.49% |
David Vollmer PFS Partners, LLC | 712 | $222,992.65 | $250,574.16 | $27,581.51 | 12.37% |
Benj Foor Frazier Financial Advisors, LLC | 100 | $29,708.12 | $35,535 | $5,826.88 | 19.61% |
Derek Ripp Austin Wealth Management, LLC | 1,339 | $235,077.44 | $468,516.1 | $233,438.66 | 99.3% |
Angela Kelley HTLF Bank | 5,698 | $1.07M | $1.99M | $924,104.89 | 86.4% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,687 | $318,214.1 | $590,281.3 | $272,067.2 | 85.5% |
Amir Har-El Savvy Advisors, Inc. | 8,133 | $2.51M | $2.86M | $352,900.54 | 14.06% |
Ann Keitner Quantum Portfolio Management LLC | 2,262 | $730,436.79 | $803,801.72 | $73,364.93 | 10.04% |
Joseph Morrison Sentry LLC | 4,498 | $741,944.66 | $1.6M | $856,419.68 | 115.43% |
David W. Lewis Lewis Asset Management, LLC | 3,106 | $713,997.62 | $1.1M | $389,719.51 | 54.58% |