| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Jones BARLOW WEALTH PARTNERS, INC. | 339 | $343,468.19 | $369,642.21 | $26,174.02 | 7.62% |
| AK Alisha Kamadia United Community Bank | 1,396 | $1.49M | $1.65M | $165,600.67 | 11.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,668 | $8.75M | $9.45M | $700,701.03 | 8.01% |
Robert Shea NEOS Investment Management LLC | 23,402 | $24.26M | $26.48M | $2.22M | 9.16% |
RENEE PILKENTON Exchange Bank | 436 | $445,406 | $475,410.04 | $30,004.04 | 6.74% |
Teresa Douberly Burford Brothers, Inc. | 805 | $823,507.34 | $877,763.96 | $54,256.62 | 6.59% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 715 | $677,678.68 | $779,628.86 | $101,950.18 | 15.04% |
Charles Corkery PUREfi Wealth, LLC | 571 | $578,650.33 | $622,612.7 | $43,962.37 | 7.6% |
James Rankin Modern Wealth Management, LLC | 1,933 | $1.89M | $2.27M | $374,130.88 | 19.75% |
David Vollmer PFS Partners, LLC | 19 | $20,266.7 | $20,717.41 | $450.71 | 2.22% |
Benj Foor Frazier Financial Advisors, LLC | 16 | $15,475.35 | $18,182.4 | $2,707.05 | 17.49% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,974 | $2.84M | $3.24M | $399,086.35 | 14.03% |
Angela Kelley HTLF Bank | 445 | $361,250.99 | $485,223.55 | $123,972.56 | 34.32% |
Lydia Gallas Harbour Trust & Investment Management Co | 7,172 | $7.35M | $7.82M | $468,188.1 | 6.37% |
Amir Har-El Savvy Advisors, Inc. | 2,928 | $3.02M | $3.19M | $170,582.35 | 5.64% |
Ann Keitner Quantum Portfolio Management LLC | 166 | $159,644.24 | $194,839.18 | $35,194.94 | 22.05% |
David W. Lewis Lewis Asset Management, LLC | 380 | $411,218.15 | $414,348.2 | $3,130.05 | 0.76% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 180 | $173,081 | $196,270.2 | $23,189.2 | 13.4% |
Owen McCabe Tyche Wealth Partners LLC | 1,426 | $1.47M | $1.61M | $140,515.5 | 9.58% |
United Advisor Group LLC United Advisor Group, LLC | 476 | $493,325 | $519,025.64 | $25,700.64 | 5.21% |