| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 1,650 | $1.1M | $1.62M | $516,870.6 | 47.02% |
Greg Werlinich Werlinich Asset Management, LLC | 3,624 | $1.29M | $3.55M | $2.26M | 174.49% |
Mark Romin Lakeshore Financial Planning, Inc. | 566 | $321,419.25 | $554,368.7 | $232,949.45 | 72.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 19,792 | $17.15M | $19.39M | $2.24M | 13.04% |
Mark Petersen Prosperitas Financial LLC | 4,383 | $3.94M | $4.29M | $354,566.58 | 9% |
Robert Shea NEOS Investment Management LLC | 307,608 | $279.48M | $301.97M | $22.49M | 8.05% |
RENEE PILKENTON Exchange Bank | 830 | $464,174.75 | $812,943.5 | $348,768.75 | 75.14% |
Teresa Douberly Burford Brothers, Inc. | 409 | $312,236.85 | $400,595.05 | $88,358.2 | 28.3% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 571 | $380,175.84 | $559,265.95 | $179,090.11 | 47.11% |
Charles Corkery PUREfi Wealth, LLC | 755 | $721,664.03 | $739,484.75 | $17,820.72 | 2.47% |
Mark Weber DecisionMap Wealth Management, LLC | 424 | $388,310.41 | $415,286.8 | $26,976.39 | 6.95% |
James Rankin Modern Wealth Management, LLC | 12,424 | $10.76M | $12.17M | $1.41M | 13.1% |
KKM Financial LLC KKM Financial LLC | 5,882 | $4.64M | $5.76M | $1.12M | 24.22% |
Joseph C. Gissy Tactive Advisors, LLC | 876 | $615,576.56 | $857,998.2 | $242,421.64 | 39.38% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 234 | $215,817.41 | $229,191.3 | $13,373.89 | 6.2% |
Menachem Striks Morton Capital Management LLC/CA | 964 | $642,111.99 | $944,189.8 | $302,077.81 | 47.04% |
David Vollmer PFS Partners, LLC | 296 | $177,347.97 | $289,917.2 | $112,569.23 | 63.47% |
Benj Foor Frazier Financial Advisors, LLC | 59 | $57,771.21 | $57,787.55 | $16.34 | 0.03% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 495 | $400,727.75 | $484,827.75 | $84,100 | 20.99% |
Derek Ripp Austin Wealth Management, LLC | 679 | $530,963.57 | $665,046.55 | $134,082.98 | 25.25% |