| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 29,899 | $1.3M | $1.95M | $650,385.58 | 49.94% |
| AK Alisha Kamadia United Community Bank | 28,994 | $1.36M | $1.87M | $518,922.68 | 38.28% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 4,240 | $230,998.22 | $276,914.4 | $45,916.18 | 19.88% |
Courtney Haddad Concurrent Investment Advisors, LLC | 203,890 | $11.49M | $13.32M | $1.82M | 15.86% |
Mark Petersen Prosperitas Financial LLC | 4,539 | $271,694.68 | $306,881.79 | $35,187.11 | 12.95% |
Robert Shea NEOS Investment Management LLC | 331,429 | $18.05M | $21.49M | $3.44M | 19.07% |
RENEE PILKENTON Exchange Bank | 29,306 | $1.87M | $1.91M | $40,075.98 | 2.14% |
Teresa Douberly Burford Brothers, Inc. | 23,457 | $1.31M | $1.53M | $225,659.72 | 17.27% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 33,051 | $2.37M | $2.16M | -$208,061.38 | -8.79% |
James Rankin Modern Wealth Management, LLC | 30,395 | $1.65M | $1.94M | $292,140.11 | 17.73% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 13,405 | $737,871.44 | $875,480.55 | $137,609.11 | 18.65% |
Benj Foor Frazier Financial Advisors, LLC | 883 | $52,448.98 | $57,253.72 | $4,804.74 | 9.16% |
Angela Kelley HTLF Bank | 5,933 | $304,428.73 | $387,484.23 | $83,055.5 | 27.28% |
Amir Har-El Savvy Advisors, Inc. | 62,527 | $3.31M | $4.08M | $770,419.01 | 23.25% |
Joseph Morrison Sentry LLC | 17,273 | $1.19M | $1.1M | -$85,329.23 | -7.18% |
David W. Lewis Lewis Asset Management, LLC | 11,994 | $595,661.48 | $783,328.14 | $187,666.66 | 31.51% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 648 | $37,338 | $42,320.88 | $4,982.88 | 13.35% |
United Advisor Group LLC United Advisor Group, LLC | 28,224 | $1.44M | $1.84M | $398,983.31 | 27.62% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,199 | $602,816.6 | $666,096.69 | $63,280.09 | 10.5% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,393 | $75,947.82 | $90,976.83 | $15,029.01 | 19.79% |