| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 44 | $5,777.45 | $20,068.84 | $14,291.39 | 247.37% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 721 | $311,083 | $331,833.04 | $20,750.04 | 6.67% |
Greg Werlinich Werlinich Asset Management, LLC | 22,292 | $2.78M | $10.39M | $7.61M | 273.92% |
Courtney Haddad Concurrent Investment Advisors, LLC | 59,954 | $12.77M | $28.42M | $15.65M | 122.5% |
Robert Shea NEOS Investment Management LLC | 47,895 | $7.72M | $21.93M | $14.22M | 184.17% |
James Rankin Modern Wealth Management, LLC | 7,301 | $2.03M | $3.39M | $1.36M | 67.27% |
Joseph C. Gissy Tactive Advisors, LLC | 605 | $325,628 | $278,856.6 | -$46,771.4 | -14.36% |
David Vollmer PFS Partners, LLC | 35 | $3,262.23 | $16,015.65 | $12,753.42 | 390.94% |
Benj Foor Frazier Financial Advisors, LLC | 14 | $6,041 | $6,409.76 | $368.76 | 6.1% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,107 | $391,109.12 | $1.43M | $1.04M | 265.1% |
Angela Kelley HTLF Bank | 36,521 | $4.21M | $16.85M | $12.65M | 300.46% |
Amir Har-El Savvy Advisors, Inc. | 13,936 | $4.11M | $6.41M | $2.3M | 56.12% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,155 | $189,570.25 | $528,990 | $339,419.75 | 179.05% |
United Advisor Group LLC United Advisor Group, LLC | 2,295 | $990,257 | $1.05M | $56,515.45 | 5.71% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,651 | $292,151.35 | $759,839.73 | $467,688.38 | 160.08% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 72 | $10,220.52 | $33,335.64 | $23,115.12 | 226.16% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,808 | $683,578.21 | $1.33M | $645,700.94 | 94.46% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,895 | $339,816.8 | $1.79M | $1.46M | 428.22% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 502 | $216,593 | $231,356.74 | $14,763.74 | 6.82% |
Anthony Blagrove Traveka Wealth, LLC | 539 | $232,633 | $247,212.35 | $14,579.35 | 6.27% |