| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 151,373 | $37.5M | $35.77M | -$1.73M | -4.6% |
RENEE PILKENTON Exchange Bank | 11,483 | $2.13M | $2.57M | $436,186.94 | 20.46% |
Teresa Douberly Burford Brothers, Inc. | 5,897 | $1.15M | $1.32M | $171,465.46 | 14.94% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 5,648 | $916,341.26 | $1.26M | $346,833.88 | 37.85% |
Charles Corkery PUREfi Wealth, LLC | 1,185 | $273,030.93 | $265,025.24 | -$8,005.69 | -2.93% |
Mark Weber DecisionMap Wealth Management, LLC | 916 | $207,043.58 | $204,863.39 | -$2,180.19 | -1.05% |
Riley Stephenson Stephenson & Company, Inc. | 857 | $213,102 | $191,668.04 | -$21,433.96 | -10.06% |
James Rankin Modern Wealth Management, LLC | 28,885 | $6.69M | $6.77M | $82,814.78 | 1.24% |
KKM Financial LLC KKM Financial LLC | 24,715 | $5.66M | $5.79M | $128,730.85 | 2.27% |
Joseph C. Gissy Tactive Advisors, LLC | 801 | $236,309.16 | $179,143.64 | -$57,165.52 | -24.19% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,323 | $292,191.78 | $295,888.94 | $3,697.16 | 1.27% |
Menachem Striks Morton Capital Management LLC/CA | 2,322 | $392,394.5 | $519,315.28 | $126,920.78 | 32.35% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 14,687 | $3.25M | $3.28M | $37,713.56 | 1.16% |
David Vollmer PFS Partners, LLC | 1,886 | $297,612.55 | $421,803.9 | $124,191.35 | 41.73% |
Benj Foor Frazier Financial Advisors, LLC | 797 | $140,738.55 | $188,339.07 | $47,600.52 | 33.82% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 18,750 | $5.09M | $4.19M | -$895,970.29 | -17.6% |
Angela Kelley HTLF Bank | 2,341 | $383,116.96 | $523,564.63 | $140,447.67 | 36.66% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,940 | $480,836.84 | $657,530.97 | $176,694.13 | 36.75% |
Amir Har-El Savvy Advisors, Inc. | 26,003 | $6.13M | $5.82M | -$311,917.05 | -5.09% |
Joseph Morrison Sentry LLC | 14,340 | $2M | $3.36M | $1.36M | 67.82% |