| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 89,594 | $9.64M | $12.7M | $3.05M | 31.67% |
Mark Petersen Prosperitas Financial LLC | 2,209 | $285,172.4 | $312,993.21 | $27,820.81 | 9.76% |
Robert Shea NEOS Investment Management LLC | 199,993 | $20.59M | $29.27M | $8.69M | 42.2% |
Teresa Douberly Burford Brothers, Inc. | 3,548 | $406,649.07 | $511,373.24 | $104,724.17 | 25.75% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 4,316 | $453,605.67 | $620,252.36 | $166,646.69 | 36.74% |
Savoie Capital LLC Savoie Capital LLC | 77,246 | $8.64M | $10.96M | $2.32M | 26.84% |
James Rankin Modern Wealth Management, LLC | 12,741 | $1.26M | $1.81M | $555,331.24 | 44.23% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,066 | $320,196.66 | $443,772.84 | $123,576.18 | 38.59% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 63,925 | $6.73M | $9.21M | $2.48M | 36.9% |
David Vollmer PFS Partners, LLC | 2,942 | $302,978.47 | $430,532.28 | $127,553.81 | 42.1% |
Benj Foor Frazier Financial Advisors, LLC | 235 | $29,536.76 | $34,386.37 | $4,849.61 | 16.42% |
Angela Kelley HTLF Bank | 6,813 | $790,964.14 | $981,310.45 | $190,346.31 | 24.07% |
Amir Har-El Savvy Advisors, Inc. | 28,972 | $3.02M | $4.11M | $1.09M | 36.28% |
Ann Keitner Quantum Portfolio Management LLC | 85 | $8,837 | $12,414.67 | $3,577.67 | 40.49% |
Joseph Morrison Sentry LLC | 6,693 | $663,872.77 | $960,646.29 | $296,773.52 | 44.7% |
David W. Lewis Lewis Asset Management, LLC | 3,735 | $393,698.41 | $540,603.9 | $146,905.49 | 37.31% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,349 | $141,599.68 | $197,061.92 | $55,462.24 | 39.17% |
Owen McCabe Tyche Wealth Partners LLC | 7,798 | $890,807.36 | $1.13M | $242,709.92 | 27.25% |
United Advisor Group LLC United Advisor Group, LLC | 3,143 | $346,808.83 | $459,066.58 | $112,257.75 | 32.37% |
Jeff Ramsey Quotient Wealth Partners, LLC | 44,185 | $5.04M | $6.44M | $1.4M | 27.8% |