| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sandeep Sharma SYNTAX RESEARCH, INC. | 392 | $221,465 | $373,140.88 | $151,675.88 | 68.49% |
Melissa S. Kampmann Kampmann Melissa S. | 2,076 | $1.86M | $1.98M | $119,155.78 | 6.42% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,481 | $3.35M | $4.27M | $918,628.32 | 27.45% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 35,455 | $24.64M | $33.75M | $9.11M | 36.97% |
| AK Alisha Kamadia United Community Bank | 1,744 | $1.16M | $1.66M | $498,826.82 | 42.96% |
Greg Werlinich Werlinich Asset Management, LLC | 3,624 | $1.29M | $3.45M | $2.16M | 166.77% |
Mark Romin Lakeshore Financial Planning, Inc. | 586 | $340,145.02 | $557,807.55 | $217,662.53 | 63.99% |
Courtney Haddad Concurrent Investment Advisors, LLC | 19,792 | $17.15M | $18.84M | $1.69M | 9.86% |
Mark Petersen Prosperitas Financial LLC | 4,383 | $3.94M | $4.17M | $233,771.14 | 5.94% |
Robert Shea NEOS Investment Management LLC | 307,608 | $279.48M | $292.81M | $13.32M | 4.77% |
RENEE PILKENTON Exchange Bank | 826 | $462,021.22 | $786,261.15 | $324,239.93 | 70.18% |
Teresa Douberly Burford Brothers, Inc. | 452 | $352,494.84 | $430,254.28 | $77,759.44 | 22.06% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 571 | $380,175.84 | $543,529.2 | $163,353.36 | 42.97% |
Charles Corkery PUREfi Wealth, LLC | 780 | $745,057.81 | $742,474.21 | -$2,583.6 | -0.35% |
Mark Weber DecisionMap Wealth Management, LLC | 452 | $414,503.54 | $430,254.28 | $15,750.74 | 3.8% |
James Rankin Modern Wealth Management, LLC | 12,424 | $10.76M | $11.83M | $1.07M | 9.92% |
KKM Financial LLC KKM Financial LLC | 5,882 | $4.64M | $5.6M | $961,239.3 | 20.73% |
Joseph C. Gissy Tactive Advisors, LLC | 865 | $610,105.79 | $823,384.86 | $213,279.07 | 34.96% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 234 | $215,817.41 | $222,742.26 | $6,924.85 | 3.21% |
Menachem Striks Morton Capital Management LLC/CA | 1,201 | $863,733.83 | $1.14M | $279,486.07 | 32.36% |