| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 328 | $68,654.3 | $112,740.16 | $44,085.86 | 64.21% |
Courtney Haddad Concurrent Investment Advisors, LLC | 51,309 | $12.63M | $18.55M | $5.92M | 46.9% |
Robert Shea NEOS Investment Management LLC | 152,297 | $34.87M | $52.06M | $17.19M | 49.3% |
RENEE PILKENTON Exchange Bank | 3,819 | $565,031.32 | $1.31M | $740,532.02 | 131.06% |
Teresa Douberly Burford Brothers, Inc. | 11,856 | $1.96M | $4.31M | $2.35M | 119.92% |
James Rankin Modern Wealth Management, LLC | 11,464 | $2M | $3.91M | $1.91M | 95.32% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,454 | $685,732.4 | $1.18M | $495,052.04 | 72.19% |
David Vollmer PFS Partners, LLC | 2,223 | $128,894.48 | $757,376.1 | $628,481.62 | 487.59% |
Benj Foor Frazier Financial Advisors, LLC | 474 | $103,396.81 | $162,823.74 | $59,426.93 | 57.47% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 965 | $290,457.24 | $331,689.8 | $41,232.56 | 14.2% |
Angela Kelley HTLF Bank | 2,139 | $217,877.55 | $731,238.54 | $513,360.99 | 235.62% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,864 | $513,322.77 | $677,731.76 | $164,408.99 | 32.03% |
Scott L. Comeau BCU Wealth Advisors, LLC | 2,382 | $321,058.21 | $814,310.52 | $493,252.31 | 153.63% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 699 | $261,589 | $238,960.14 | -$22,628.86 | -8.65% |
Amir Har-El Savvy Advisors, Inc. | 19,157 | $4.53M | $6.54M | $2M | 44.18% |
Joseph Morrison Sentry LLC | 7,919 | $676,896.83 | $2.7M | $2.03M | 299.29% |
David W. Lewis Lewis Asset Management, LLC | 1,514 | $389,839.84 | $516,728.18 | $126,888.34 | 32.55% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 889 | $81,250.11 | $305,549.3 | $224,299.19 | 276.06% |
Owen McCabe Tyche Wealth Partners LLC | 3,120 | $358,018.42 | $1.07M | $708,584.78 | 197.92% |
United Advisor Group LLC United Advisor Group, LLC | 3,223 | $762,821.37 | $1.13M | $367,259.12 | 48.14% |