| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 6,396 | $838,352.4 | $2.28M | $1.44M | 172.1% |
Teresa Douberly Burford Brothers, Inc. | 13,185 | $2.02M | $4.7M | $2.69M | 133.31% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,649 | $432,775.83 | $944,765.82 | $511,989.99 | 118.3% |
Savoie Capital LLC Savoie Capital LLC | 211,120 | $32.39M | $75.3M | $42.9M | 132.43% |
Scott McMillan White Wing Wealth Management | 1,737 | $434,925.93 | $619,501.03 | $184,575.1 | 42.44% |
Charles Corkery PUREfi Wealth, LLC | 10,412 | $2.6M | $3.71M | $1.11M | 42.8% |
Mark Weber DecisionMap Wealth Management, LLC | 4,425 | $961,506.27 | $1.58M | $616,669.94 | 64.14% |
Riley Stephenson Stephenson & Company, Inc. | 752 | $236,150.65 | $268,200.79 | $32,050.14 | 13.57% |
James Rankin Modern Wealth Management, LLC | 110,883 | $24.21M | $38.09M | $13.88M | 57.36% |
KKM Financial LLC KKM Financial LLC | 8,023 | $1.45M | $2.76M | $1.31M | 90.74% |
Joseph C. Gissy Tactive Advisors, LLC | 6,132 | $933,653 | $2.19M | $1.25M | 134.24% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,267 | $610,036.18 | $1.17M | $555,139.34 | 91% |
Menachem Striks Morton Capital Management LLC/CA | 8,569 | $1.19M | $3.06M | $1.87M | 156.96% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,766 | $277,031.31 | $629,843.88 | $352,812.57 | 127.35% |
David Vollmer PFS Partners, LLC | 380 | $45,746.76 | $135,527 | $89,780.24 | 196.25% |
Benj Foor Frazier Financial Advisors, LLC | 1,450 | $292,496.72 | $512,415.51 | $219,918.79 | 75.19% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,276 | $622,697.93 | $1.17M | $545,687.44 | 87.63% |
Derek Ripp Austin Wealth Management, LLC | 5,728 | $933,073.23 | $2.04M | $1.11M | 118.94% |
Angela Kelley HTLF Bank | 15,733 | $2.23M | $5.61M | $3.38M | 151.16% |
Lydia Gallas Harbour Trust & Investment Management Co | 157,573 | $22.5M | $56.2M | $33.69M | 149.73% |