| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nitin Wadke Tribune Investment Group LP | 23,590 | $5.49M | $6.91M | $1.42M | 25.94% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,110 | $1.96M | $2.38M | $418,227.74 | 21.31% |
Robert Shea NEOS Investment Management LLC | 35,017 | $7.83M | $10.26M | $2.43M | 31.09% |
RENEE PILKENTON Exchange Bank | 2,703 | $537,140.36 | $803,088.33 | $265,947.97 | 49.51% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 817 | $186,411.66 | $243,171.88 | $56,760.22 | 30.45% |
James Rankin Modern Wealth Management, LLC | 3,422 | $935,479.22 | $1M | $66,242.84 | 7.08% |
KKM Financial LLC KKM Financial LLC | 23,863 | $5.49M | $7.11M | $1.62M | 29.46% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 3,927 | $810,756.78 | $1.16M | $354,187.77 | 43.69% |
David Vollmer PFS Partners, LLC | 425 | $88,514.75 | $124,518.62 | $36,003.87 | 40.68% |
Amir Har-El Savvy Advisors, Inc. | 4,681 | $1.08M | $1.38M | $293,954.64 | 27.17% |
Joseph Morrison Sentry LLC | 353,475 | $71.32M | $105.02M | $33.7M | 47.25% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 276 | $84,600.89 | $80,826.6 | -$3,774.29 | -4.46% |
Owen McCabe Tyche Wealth Partners LLC | 1,587 | $334,101.6 | $465,633.73 | $131,532.13 | 39.37% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,936 | $453,225.57 | $567,083.44 | $113,857.87 | 25.12% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 914 | $188,759.17 | $268,958.21 | $80,199.04 | 42.49% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 182 | $36,509.92 | $53,235 | $16,725.08 | 45.81% |
Jeffrey McGrath Cetera Trust Company, N.A | 7,560 | $1.54M | $2.22M | $674,461.6 | 43.73% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 100 | $20,371 | $29,352 | $8,981 | 44.09% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 13,115 | $2.81M | $3.85M | $1.04M | 37.01% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,862 | $583,485.34 | $845,835.51 | $262,350.17 | 44.96% |