| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 11,483 | $2.13M | $2.49M | $354,198.43 | 16.61% |
Teresa Douberly Burford Brothers, Inc. | 5,746 | $1.1M | $1.24M | $139,128.38 | 12.59% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 41,223 | $5.55M | $9.03M | $3.48M | 62.83% |
Charles Corkery PUREfi Wealth, LLC | 1,034 | $230,568.2 | $223,871.34 | -$6,696.86 | -2.9% |
Mark Weber DecisionMap Wealth Management, LLC | 918 | $207,483.24 | $198,756.18 | -$8,727.06 | -4.21% |
Riley Stephenson Stephenson & Company, Inc. | 857 | $213,102 | $185,549.07 | -$27,552.93 | -12.93% |
James Rankin Modern Wealth Management, LLC | 23,176 | $5.08M | $5.04M | -$41,245.17 | -0.81% |
KKM Financial LLC KKM Financial LLC | 23,396 | $5.29M | $5.07M | -$226,104.26 | -4.27% |
Joseph C. Gissy Tactive Advisors, LLC | 801 | $236,309.16 | $173,424.51 | -$62,884.65 | -26.61% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,323 | $292,191.78 | $286,442.73 | -$5,749.05 | -1.97% |
Menachem Striks Morton Capital Management LLC/CA | 2,345 | $395,634.97 | $507,715.95 | $112,080.98 | 28.33% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 15,147 | $3.35M | $3.28M | -$69,254.67 | -2.07% |
David Vollmer PFS Partners, LLC | 1,740 | $256,563.63 | $378,300.19 | $121,736.56 | 47.45% |
Benj Foor Frazier Financial Advisors, LLC | 799 | $141,065.65 | $173,713.71 | $32,648.06 | 23.14% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 18,816 | $5.1M | $4.09M | -$1.01M | -19.79% |
Angela Kelley HTLF Bank | 2,341 | $383,116.96 | $508,965.94 | $125,848.98 | 32.85% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,997 | $490,159.19 | $651,589.46 | $161,430.27 | 32.93% |
Amir Har-El Savvy Advisors, Inc. | 26,003 | $6.13M | $5.66M | -$463,514.28 | -7.56% |
Joseph Morrison Sentry LLC | 14,258 | $1.98M | $3.1M | $1.12M | 56.62% |
David W. Lewis Lewis Asset Management, LLC | 2,507 | $437,169.76 | $545,056.65 | $107,886.89 | 24.68% |