| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 219 | $47,472.04 | $81,367.26 | $33,895.22 | 71.4% |
Mark Romin Lakeshore Financial Planning, Inc. | 547 | $216,781 | $203,232.39 | -$13,548.61 | -6.25% |
Courtney Haddad Concurrent Investment Advisors, LLC | 247,238 | $81.19M | $91.86M | $10.66M | 13.13% |
Mark Petersen Prosperitas Financial LLC | 1,279 | $467,936.38 | $475,199.67 | $7,263.29 | 1.55% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 1,347 | $530,249.82 | $500,464.39 | -$29,785.43 | -5.62% |
Teresa Douberly Burford Brothers, Inc. | 1,324 | $445,322.22 | $491,918.97 | $46,596.75 | 10.46% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,156 | $394,140.81 | $801,040.26 | $406,899.45 | 103.24% |
Riley Stephenson Stephenson & Company, Inc. | 1,136 | $358,127.59 | $422,069.45 | $63,941.86 | 17.85% |
James Rankin Modern Wealth Management, LLC | 16,644 | $4.33M | $6.18M | $1.85M | 42.73% |
Joseph C. Gissy Tactive Advisors, LLC | 3,910 | $1.27M | $1.45M | $185,545.97 | 14.64% |
Menachem Striks Morton Capital Management LLC/CA | 2,790 | $757,735.46 | $1.04M | $278,861.17 | 36.8% |
David Vollmer PFS Partners, LLC | 988 | $234,389.9 | $367,081.53 | $132,691.63 | 56.61% |
Benj Foor Frazier Financial Advisors, LLC | 288 | $88,997.05 | $115,931.52 | $26,934.47 | 30.26% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,813 | $1.02M | $1.05M | $22,773.17 | 2.23% |
Derek Ripp Austin Wealth Management, LLC | 6,161 | $1.47M | $2.29M | $821,576.16 | 55.99% |
Angela Kelley HTLF Bank | 1,487 | $308,163.05 | $552,479.99 | $244,316.94 | 79.28% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 6,522 | $1.91M | $2.42M | $517,088.1 | 27.13% |
Amir Har-El Savvy Advisors, Inc. | 23,466 | $6.97M | $8.72M | $1.75M | 25.11% |
Ann Keitner Quantum Portfolio Management LLC | 1,975 | $427,577.96 | $733,791.52 | $306,213.56 | 71.62% |
David W. Lewis Lewis Asset Management, LLC | 1,113 | $312,691.69 | $413,524.03 | $100,832.34 | 32.25% |