| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Jones BARLOW WEALTH PARTNERS, INC. | 5,363 | $804,167.96 | $1.06M | $251,431.33 | 31.27% |
| AK Alisha Kamadia United Community Bank | 15,975 | $2.37M | $3.14M | $767,340.68 | 32.33% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,632 | $263,255.46 | $321,226.56 | $57,971.1 | 22.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 162,632 | $25.78M | $32.01M | $6.23M | 24.16% |
Mark Petersen Prosperitas Financial LLC | 33,842 | $5.39M | $6.96M | $1.57M | 29.13% |
Robert Shea NEOS Investment Management LLC | 305,289 | $48.83M | $60.04M | $11.21M | 22.96% |
RENEE PILKENTON Exchange Bank | 22,089 | $3.48M | $4.35M | $872,161.08 | 25.09% |
Teresa Douberly Burford Brothers, Inc. | 9,323 | $1.46M | $1.84M | $379,297.96 | 26.06% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 16,837 | $2.7M | $3.31M | $615,623.06 | 22.81% |
Savoie Capital LLC Savoie Capital LLC | 100,475 | $14.95M | $19.78M | $4.83M | 32.29% |
Scott McMillan White Wing Wealth Management | 3,462 | $524,118.85 | $681,425.46 | $157,306.61 | 30.01% |
Charles Corkery PUREfi Wealth, LLC | 3,737 | $560,139.33 | $735,553.71 | $175,414.38 | 31.32% |
Mark Weber DecisionMap Wealth Management, LLC | 2,058 | $307,837.12 | $405,076.14 | $97,239.02 | 31.59% |
Riley Stephenson Stephenson & Company, Inc. | 1,290 | $266,901 | $253,910.7 | -$12,990.3 | -4.87% |
James Rankin Modern Wealth Management, LLC | 85,559 | $12.75M | $17.11M | $4.36M | 34.24% |
KKM Financial LLC KKM Financial LLC | 1,624 | $242,235.95 | $324,800 | $82,564.05 | 34.08% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,782 | $261,120.37 | $350,751.06 | $89,630.69 | 34.33% |
Menachem Striks Morton Capital Management LLC/CA | 4,801 | $766,579.55 | $944,980.83 | $178,401.28 | 23.27% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 62,112 | $9.17M | $12.23M | $3.06M | 33.39% |
David Vollmer PFS Partners, LLC | 4,722 | $725,704.25 | $929,431.26 | $203,727.01 | 28.07% |