| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 20 | $2,547 | $4,061.6 | $1,514.6 | 59.47% |
Greg Werlinich Werlinich Asset Management, LLC | 10,768 | $762,166.22 | $2.19M | $1.42M | 186.91% |
Courtney Haddad Concurrent Investment Advisors, LLC | 138,616 | $15.32M | $28.15M | $12.83M | 83.77% |
Robert Shea NEOS Investment Management LLC | 682,756 | $73.47M | $138.65M | $65.19M | 88.73% |
RENEE PILKENTON Exchange Bank | 1,280 | $244,204.8 | $259,942.4 | $15,737.6 | 6.44% |
James Rankin Modern Wealth Management, LLC | 2,528 | $311,242.94 | $513,386.25 | $202,143.31 | 64.95% |
Joseph C. Gissy Tactive Advisors, LLC | 1,556 | $296,853.68 | $315,992.48 | $19,138.8 | 6.45% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 7,080 | $471,211.04 | $1.44M | $966,595.37 | 205.13% |
David Vollmer PFS Partners, LLC | 48 | $2,023.01 | $9,747.84 | $7,724.83 | 381.85% |
Benj Foor Frazier Financial Advisors, LLC | 312 | $30,513.95 | $63,360.96 | $32,847.01 | 107.65% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 17,340 | $1.48M | $3.52M | $2.04M | 137.76% |
Amir Har-El Savvy Advisors, Inc. | 12,516 | $1.3M | $2.54M | $1.24M | 95.86% |
Ann Keitner Quantum Portfolio Management LLC | 4,000 | $281,193.08 | $812,320.01 | $531,126.93 | 188.88% |
David W. Lewis Lewis Asset Management, LLC | 23,400 | $1.71M | $4.75M | $3.04M | 177.89% |
Owen McCabe Tyche Wealth Partners LLC | 14,928 | $1.21M | $3.03M | $1.82M | 150.63% |
United Advisor Group LLC United Advisor Group, LLC | 2,368 | $213,454.79 | $480,893.44 | $267,438.65 | 125.29% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,964 | $381,545.12 | $1.01M | $626,544.01 | 164.21% |
Raymond Debbane Siren, L.L.C. | 92,280 | $7.26M | $18.74M | $11.48M | 157.96% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,824 | $555,909.36 | $1.18M | $626,828.57 | 112.76% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 5,456 | $480,487.23 | $1.11M | $627,517.26 | 130.6% |