| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,646 | $332,773.63 | $629,940.64 | $297,167.01 | 89.3% |
| AK Alisha Kamadia United Community Bank | 111 | $25,577.55 | $41,734.89 | $16,157.34 | 63.17% |
Mark Romin Lakeshore Financial Planning, Inc. | 621 | $244,963.32 | $236,619.63 | -$8,343.69 | -3.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 138,305 | $56.54M | $52.93M | -$3.61M | -6.39% |
Mark Petersen Prosperitas Financial LLC | 1,190 | $436,299.54 | $453,949.3 | $17,649.76 | 4.05% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 3,648 | $1.38M | $1.4M | $18,124.6 | 1.32% |
Teresa Douberly Burford Brothers, Inc. | 1,324 | $445,322.22 | $505,331.09 | $60,008.87 | 13.48% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,166 | $397,949.21 | $814,394.34 | $416,445.13 | 104.65% |
Riley Stephenson Stephenson & Company, Inc. | 1,136 | $358,127.59 | $431,407.36 | $73,279.77 | 20.46% |
James Rankin Modern Wealth Management, LLC | 18,931 | $5.18M | $7.21M | $2.03M | 39.27% |
Joseph C. Gissy Tactive Advisors, LLC | 2,045 | $698,667.67 | $768,899.53 | $70,231.86 | 10.05% |
Menachem Striks Morton Capital Management LLC/CA | 2,790 | $757,735.46 | $1.05M | $291,276.64 | 38.44% |
David Vollmer PFS Partners, LLC | 988 | $234,389.9 | $371,478.11 | $137,088.21 | 58.49% |
Benj Foor Frazier Financial Advisors, LLC | 288 | $88,997.05 | $108,285.12 | $19,288.07 | 21.67% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,813 | $1.02M | $1.06M | $35,290.96 | 3.45% |
Derek Ripp Austin Wealth Management, LLC | 6,161 | $1.47M | $2.32M | $848,992.55 | 57.85% |
Angela Kelley HTLF Bank | 1,487 | $308,163.05 | $559,097.12 | $250,934.07 | 81.43% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 6,522 | $1.91M | $2.45M | $546,110.93 | 28.65% |
Amir Har-El Savvy Advisors, Inc. | 22,562 | $6.8M | $8.6M | $1.8M | 26.5% |
Ann Keitner Quantum Portfolio Management LLC | 1,975 | $427,577.96 | $742,580.23 | $315,002.27 | 73.67% |