| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 1,850 | $239,570.77 | $356,864.98 | $117,294.21 | 48.96% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,576 | $256,319.93 | $304,010.38 | $47,690.45 | 18.61% |
James Rankin Modern Wealth Management, LLC | 2,917 | $511,707.81 | $618,579.01 | $106,871.2 | 20.89% |
David Vollmer PFS Partners, LLC | 25 | $5,367 | $4,822.5 | -$544.5 | -10.15% |
Benj Foor Frazier Financial Advisors, LLC | 53 | $8,925.73 | $11,282.64 | $2,356.91 | 26.41% |
Amir Har-El Savvy Advisors, Inc. | 9,225 | $1.88M | $1.78M | -$97,458.84 | -5.19% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 378 | $67,375 | $72,916.2 | $5,541.2 | 8.22% |
United Advisor Group LLC United Advisor Group, LLC | 1,730 | $349,703.21 | $333,716.98 | -$15,986.23 | -4.57% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,800 | $480,983.5 | $540,119.97 | $59,136.47 | 12.29% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 86 | $14,837.79 | $16,589.4 | $1,751.61 | 11.81% |
Jeffrey McGrath Cetera Trust Company, N.A | 7,825 | $1.32M | $1.66M | $340,154.68 | 25.75% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 25 | $3,961.5 | $4,822.5 | $861 | 21.73% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,234 | $1.12M | $1.01M | -$114,732.51 | -10.2% |
Taylor Wagner Valued Wealth Advisors LLC | 234 | $34,279.05 | $45,138.6 | $10,859.55 | 31.68% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,750 | $296,154.6 | $337,574.98 | $41,420.38 | 13.99% |
Darin Sadow Freestone Grove Partners LP | 1 | $178 | $212.06 | $34.06 | 19.13% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,320 | $232,637.53 | $279,919.2 | $47,281.67 | 20.32% |
Joel Arber L1 Capital International Pty Ltd | 571,760 | $116.46M | $121.36M | $4.9M | 4.21% |
Anthony Blagrove Traveka Wealth, LLC | 2,235 | $353,760.16 | $431,131.48 | $77,371.32 | 21.87% |
Kent Keister Bear Mountain Capital, Inc. | 350 | $58,943.5 | $67,515 | $8,571.5 | 14.54% |