| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 3,045 | $273,256.7 | $364,745.32 | $91,488.62 | 33.48% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 4,717 | $436,486.96 | $568,540.01 | $132,053.05 | 30.25% |
James Rankin Modern Wealth Management, LLC | 16,984 | $1.85M | $2.03M | $181,123.63 | 9.79% |
KKM Financial LLC KKM Financial LLC | 61,196 | $6.97M | $7.36M | $394,353.04 | 5.66% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,994 | $459,332.69 | $482,994.42 | $23,661.73 | 5.15% |
David Vollmer PFS Partners, LLC | 679 | $68,777.21 | $82,142.02 | $13,364.81 | 19.43% |
Benj Foor Frazier Financial Advisors, LLC | 368 | $43,479.86 | $44,520.64 | $1,040.78 | 2.39% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,777 | $335,591.8 | $335,308.86 | -$282.94 | -0.08% |
Angela Kelley HTLF Bank | 2,554 | $247,840.12 | $308,727.52 | $60,887.4 | 24.57% |
Lydia Gallas Harbour Trust & Investment Management Co | 8,100 | $813,314.57 | $976,293 | $162,978.43 | 20.04% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 5,387 | $522,760.35 | $648,971.89 | $126,211.54 | 24.14% |
Amir Har-El Savvy Advisors, Inc. | 16,732 | $2.02M | $2M | -$19,263.36 | -0.95% |
Joseph Morrison Sentry LLC | 1,822 | $221,907.72 | $218,384.92 | -$3,522.8 | -1.59% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,013 | $336,872.47 | $365,476.9 | $28,604.43 | 8.49% |
Owen McCabe Tyche Wealth Partners LLC | 4,780 | $471,815.1 | $577,328.4 | $105,513.3 | 22.36% |
William Ramsay Financial Symmetry Inc | 3,266 | $384,362.9 | $390,858.55 | $6,495.65 | 1.69% |
United Advisor Group LLC United Advisor Group, LLC | 3,428 | $402,079.95 | $414,685.16 | $12,605.21 | 3.14% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,371 | $465,348.59 | $528,453.9 | $63,105.31 | 13.56% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,199 | $758,188.31 | $748,715.22 | -$9,473.09 | -1.25% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,813 | $370,965.65 | $460,648.53 | $89,682.88 | 24.18% |