| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 49,092 | $1.67M | $2.47M | $804,294.74 | 48.16% |
Robert Shea NEOS Investment Management LLC | 1.42M | $51.78M | $71.14M | $19.36M | 37.4% |
RENEE PILKENTON Exchange Bank | 7,820 | $266,662.69 | $394,128 | $127,465.31 | 47.8% |
James Rankin Modern Wealth Management, LLC | 28,769 | $1.09M | $1.44M | $349,067.79 | 31.91% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 13,174 | $455,256.45 | $663,969.6 | $208,713.15 | 45.85% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 13,921 | $448,065.2 | $701,618.4 | $253,553.2 | 56.59% |
Lydia Gallas Harbour Trust & Investment Management Co | 30,285 | $1.05M | $1.53M | $476,739.53 | 45.42% |
Amir Har-El Savvy Advisors, Inc. | 13,774 | $508,872.25 | $694,209.6 | $185,337.35 | 36.42% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 76,935 | $2.28M | $3.88M | $1.6M | 70.41% |
Owen McCabe Tyche Wealth Partners LLC | 11,578 | $447,734.01 | $591,867.36 | $144,133.35 | 32.19% |
William Ramsay Financial Symmetry Inc | 4,895 | $200,939.75 | $246,708 | $45,768.25 | 22.78% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,832 | $260,693.27 | $394,732.8 | $134,039.53 | 51.42% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,900 | $210,184.68 | $296,534 | $86,349.32 | 41.08% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,020 | $67,494.22 | $101,808 | $34,313.78 | 50.84% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,050 | $36,829 | $52,920 | $16,091 | 43.69% |
Jonathon Gold Gold Investment Management Ltd. | 125,620 | $4.36M | $6.42M | $2.07M | 47.46% |
PETER KRUSSEL Southland Equity Partners LLC | 8,135 | $250,588.59 | $410,004 | $159,415.41 | 63.62% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 9,069 | $331,356.28 | $457,077.6 | $125,721.32 | 37.94% |
Taylor Wagner Valued Wealth Advisors LLC | 506 | $19,572.17 | $25,502.4 | $5,930.23 | 30.3% |
Darin Sadow Freestone Grove Partners LP | 2.09M | $99.35M | $104.85M | $5.5M | 5.53% |