| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 8,580 | $938,214.47 | $1.03M | $95,503.93 | 10.18% |
| AK Alisha Kamadia United Community Bank | 2,195 | $250,251.21 | $264,453.6 | $14,202.39 | 5.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 86,997 | $9.37M | $10.48M | $1.11M | 11.82% |
Mark Petersen Prosperitas Financial LLC | 1,978 | $261,153 | $238,309.44 | -$22,843.56 | -8.75% |
Robert Shea NEOS Investment Management LLC | 199,993 | $20.59M | $25.18M | $4.6M | 22.33% |
Teresa Douberly Burford Brothers, Inc. | 3,548 | $406,649.07 | $427,463.04 | $20,813.97 | 5.12% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 4,310 | $452,854.76 | $519,268.8 | $66,414.04 | 14.67% |
Savoie Capital LLC Savoie Capital LLC | 77,246 | $8.64M | $9.31M | $666,825.02 | 7.72% |
James Rankin Modern Wealth Management, LLC | 15,045 | $1.52M | $1.81M | $289,528.94 | 19.01% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,066 | $320,196.66 | $369,391.68 | $49,195.02 | 15.36% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 63,925 | $6.73M | $7.7M | $971,659.74 | 14.44% |
David Vollmer PFS Partners, LLC | 2,942 | $302,978.47 | $354,452.16 | $51,473.69 | 16.99% |
Benj Foor Frazier Financial Advisors, LLC | 235 | $29,536.76 | $27,638.35 | -$1,898.41 | -6.43% |
Angela Kelley HTLF Bank | 6,813 | $790,964.14 | $820,830.24 | $29,866.1 | 3.78% |
Amir Har-El Savvy Advisors, Inc. | 26,140 | $2.72M | $3.15M | $427,325.65 | 15.7% |
Joseph Morrison Sentry LLC | 6,693 | $663,872.77 | $806,372.64 | $142,499.87 | 21.46% |
David W. Lewis Lewis Asset Management, LLC | 3,194 | $325,995.49 | $384,813.12 | $58,817.63 | 18.04% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,285 | $133,590 | $154,816.8 | $21,226.8 | 15.89% |
Owen McCabe Tyche Wealth Partners LLC | 7,798 | $890,807.36 | $910,494.48 | $19,687.12 | 2.21% |
United Advisor Group LLC United Advisor Group, LLC | 3,143 | $346,808.83 | $378,668.64 | $31,859.81 | 9.19% |