| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 34,427 | $2.15M | $3.99M | $1.84M | 85.77% |
| AK Alisha Kamadia United Community Bank | 32,505 | $1.73M | $3.77M | $2.04M | 118.11% |
Courtney Haddad Concurrent Investment Advisors, LLC | 368,916 | $22.84M | $42.79M | $19.95M | 87.36% |
Mark Petersen Prosperitas Financial LLC | 3,328 | $256,590.48 | $386,014.72 | $129,424.24 | 50.44% |
Robert Shea NEOS Investment Management LLC | 2.73M | $187.84M | $316.77M | $128.93M | 68.64% |
RENEE PILKENTON Exchange Bank | 8,325 | $442,114.6 | $965,616.75 | $523,502.15 | 118.41% |
Teresa Douberly Burford Brothers, Inc. | 5,639 | $393,713.16 | $654,067.61 | $260,354.45 | 66.13% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 16,207 | $1.02M | $1.88M | $864,197.47 | 85.09% |
Charles Corkery PUREfi Wealth, LLC | 9,025 | $629,259.05 | $1.05M | $417,550.7 | 66.36% |
Mark Weber DecisionMap Wealth Management, LLC | 2,560 | $300,698 | $296,934.4 | -$3,763.6 | -1.25% |
James Rankin Modern Wealth Management, LLC | 110,242 | $6.55M | $12.79M | $6.24M | 95.34% |
KKM Financial LLC KKM Financial LLC | 7,896 | $401,501.69 | $915,857.04 | $514,355.35 | 128.11% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 9,687 | $553,040.61 | $1.12M | $570,554.52 | 103.17% |
Menachem Striks Morton Capital Management LLC/CA | 26,158 | $1.67M | $3.03M | $1.36M | 81.23% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 19,393 | $1.03M | $2.25M | $1.22M | 117.95% |
David Vollmer PFS Partners, LLC | 3,077 | $185,664.04 | $356,901.23 | $171,237.19 | 92.23% |
Benj Foor Frazier Financial Advisors, LLC | 1,018 | $69,811.78 | $123,605.56 | $53,793.78 | 77.06% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,404 | $428,862.26 | $974,779.96 | $545,917.7 | 127.29% |
Derek Ripp Austin Wealth Management, LLC | 5,151 | $284,995.68 | $597,464.49 | $312,468.81 | 109.64% |
Angela Kelley HTLF Bank | 110,232 | $5.57M | $12.79M | $7.22M | 129.59% |