| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 715 | $189,464.28 | $251,794.4 | $62,330.12 | 32.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 71,317 | $20.99M | $25.14M | $4.15M | 19.79% |
Robert Shea NEOS Investment Management LLC | 52,497 | $14.48M | $18.49M | $4M | 27.64% |
Teresa Douberly Burford Brothers, Inc. | 2,470 | $563,917.04 | $869,835.2 | $305,918.16 | 54.25% |
James Rankin Modern Wealth Management, LLC | 4,385 | $1.31M | $1.54M | $234,873.03 | 17.94% |
KKM Financial LLC KKM Financial LLC | 18,638 | $4.9M | $6.56M | $1.67M | 34% |
Joseph C. Gissy Tactive Advisors, LLC | 643 | $185,223.31 | $226,438.88 | $41,215.57 | 22.25% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 91,299 | $27.46M | $32.08M | $4.62M | 16.81% |
David Vollmer PFS Partners, LLC | 6,393 | $1.8M | $2.25M | $454,608.15 | 25.3% |
Benj Foor Frazier Financial Advisors, LLC | 82 | $22,588.09 | $28,877.12 | $6,289.03 | 27.84% |
Angela Kelley HTLF Bank | 1,076 | $243,937.98 | $378,924.16 | $134,986.18 | 55.34% |
Amir Har-El Savvy Advisors, Inc. | 4,313 | $1.28M | $1.52M | $240,145.61 | 18.76% |
Joseph Morrison Sentry LLC | 3,461 | $672,056.81 | $1.22M | $546,768.95 | 81.36% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 102 | $34,755 | $35,919.3 | $1,164.3 | 3.35% |
Owen McCabe Tyche Wealth Partners LLC | 1,304 | $336,280.02 | $459,216.64 | $122,936.62 | 36.56% |
United Advisor Group LLC United Advisor Group, LLC | 1,153 | $333,945.63 | $406,040.48 | $72,094.85 | 21.59% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,416 | $353,459.45 | $498,658.56 | $145,199.11 | 41.08% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 657 | $205,063 | $231,369.12 | $26,306.12 | 12.83% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,385 | $1.33M | $1.9M | $562,865.43 | 42.21% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 524 | $135,749.35 | $184,725.72 | $48,976.37 | 36.08% |