| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 28,916 | $6.61M | $15.51M | $8.9M | 134.56% |
Charles Corkery PUREfi Wealth, LLC | 763 | $544,179 | $408,586.5 | -$135,592.5 | -24.92% |
James Rankin Modern Wealth Management, LLC | 2,893 | $1.2M | $1.52M | $316,032.79 | 26.23% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 503 | $212,367 | $268,798.17 | $56,431.17 | 26.57% |
Angela Kelley HTLF Bank | 575 | $200,445 | $307,584.75 | $107,139.75 | 53.45% |
Lydia Gallas Harbour Trust & Investment Management Co | 5,284 | $1.27M | $2.83M | $1.57M | 123.89% |
Amir Har-El Savvy Advisors, Inc. | 2,296 | $996,844.29 | $1.21M | $210,094.03 | 21.08% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,300 | $1.09M | $1.23M | $132,705.73 | 12.13% |
Jeff Ramsey Quotient Wealth Partners, LLC | 501 | $216,806.72 | $269,492.91 | $52,686.19 | 24.3% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 509 | $273,852.09 | $268,894.52 | -$4,957.57 | -1.81% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 352 | $251,050 | $189,332 | -$61,718 | -24.58% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,743 | $919,786.36 | $1.48M | $560,473.59 | 60.94% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,042 | $250,558.22 | $547,253.19 | $296,694.97 | 118.41% |
Jeffrey McGrath Cetera Trust Company, N.A | 26 | $6,228.71 | $13,976.82 | $7,748.11 | 124.39% |
Jonathon Gold Gold Investment Management Ltd. | 15 | $3,594 | $8,022.75 | $4,428.75 | 123.23% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,351 | $860,359.47 | $1.26M | $400,246.73 | 46.52% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,423 | $680,101.75 | $758,074.76 | $77,973.01 | 11.46% |
Taylor Wagner Valued Wealth Advisors LLC | 28 | $13,296.61 | $14,873.6 | $1,576.99 | 11.86% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 927 | $291,711.02 | $498,772.35 | $207,061.33 | 70.98% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,039 | $685,521.62 | $1.09M | $406,362.88 | 59.28% |