| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 6,701 | $209,540 | $240,163.84 | $30,623.84 | 14.61% |
Teresa Douberly Burford Brothers, Inc. | 10,559 | $318,310.87 | $381,074.31 | $62,763.44 | 19.72% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 461,834 | $12.95M | $16.64M | $3.69M | 28.5% |
James Rankin Modern Wealth Management, LLC | 27,465 | $882,495.84 | $980,775.15 | $98,279.31 | 11.14% |
KKM Financial LLC KKM Financial LLC | 224,298 | $7.13M | $8.09M | $956,813.7 | 13.42% |
Joseph C. Gissy Tactive Advisors, LLC | 24,932 | $731,039.69 | $899,297.24 | $168,257.55 | 23.02% |
Menachem Striks Morton Capital Management LLC/CA | 24,397 | $649,756.24 | $878,779.94 | $229,023.7 | 35.25% |
Benj Foor Frazier Financial Advisors, LLC | 509 | $18,275.56 | $18,461.43 | $185.87 | 1.02% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 7,936 | $210,031.39 | $286,886.4 | $76,855.01 | 36.59% |
Derek Ripp Austin Wealth Management, LLC | 7,402 | $211,244.8 | $264,251.4 | $53,006.6 | 25.09% |
Amir Har-El Savvy Advisors, Inc. | 19,110 | $606,614.5 | $680,984.85 | $74,370.35 | 12.26% |
Ann Keitner Quantum Portfolio Management LLC | 750 | $27,570 | $27,142.5 | -$427.5 | -1.55% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,500 | $55,140 | $54,780 | -$360 | -0.65% |
Owen McCabe Tyche Wealth Partners LLC | 41,099 | $1.14M | $1.49M | $342,593.36 | 29.95% |
United Advisor Group LLC United Advisor Group, LLC | 69,464 | $2.06M | $2.51M | $453,269.78 | 22% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 13,957 | $400,493.22 | $504,754.9 | $104,261.68 | 26.03% |
PETER KRUSSEL Southland Equity Partners LLC | 10,501 | $249,237.63 | $378,876.08 | $129,638.45 | 52.01% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 39,110 | $1.09M | $1.41M | $323,999.84 | 29.83% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 438,541 | $13.99M | $15.6M | $1.61M | 11.52% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 61,480 | $1.64M | $2.2M | $550,805.37 | 33.5% |