| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 552 | $569,192.21 | $632,360.16 | $63,167.95 | 11.1% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,142 | $3.22M | $3.55M | $332,978.79 | 10.36% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 339 | $343,468.19 | $379,944.43 | $36,476.24 | 10.62% |
| AK Alisha Kamadia United Community Bank | 1,396 | $1.49M | $1.56M | $79,118.47 | 5.33% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,770 | $8.85M | $9.83M | $980,358.57 | 11.08% |
Robert Shea NEOS Investment Management LLC | 23,402 | $24.26M | $26.38M | $2.13M | 8.77% |
RENEE PILKENTON Exchange Bank | 421 | $430,029.33 | $480,958.82 | $50,929.49 | 11.84% |
Teresa Douberly Burford Brothers, Inc. | 805 | $823,507.34 | $917,136.5 | $93,629.16 | 11.37% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 712 | $674,830.17 | $815,574.64 | $140,744.47 | 20.86% |
Charles Corkery PUREfi Wealth, LLC | 571 | $578,650.33 | $651,653.75 | $73,003.42 | 12.62% |
James Rankin Modern Wealth Management, LLC | 1,933 | $1.89M | $2.16M | $265,979.57 | 14.04% |
David Vollmer PFS Partners, LLC | 19 | $20,266.7 | $21,420.5 | $1,153.8 | 5.69% |
Benj Foor Frazier Financial Advisors, LLC | 16 | $15,475.35 | $18,041.04 | $2,565.69 | 16.58% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,974 | $2.84M | $3.39M | $548,782.61 | 19.3% |
Angela Kelley HTLF Bank | 445 | $361,250.99 | $507,139.8 | $145,888.81 | 40.38% |
Lydia Gallas Harbour Trust & Investment Management Co | 7,172 | $7.35M | $8.22M | $863,221.79 | 11.74% |
Amir Har-El Savvy Advisors, Inc. | 2,580 | $2.66M | $2.87M | $206,590.99 | 7.75% |
Ann Keitner Quantum Portfolio Management LLC | 166 | $159,644.24 | $186,094.3 | $26,450.06 | 16.57% |
David W. Lewis Lewis Asset Management, LLC | 380 | $411,218.15 | $431,368.4 | $20,150.25 | 4.9% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 177 | $170,196.32 | $198,949.77 | $28,753.45 | 16.89% |