| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 180,376 | $11.3M | $13.98M | $2.68M | 23.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 695,313 | $43.6M | $54.3M | $10.7M | 24.53% |
RENEE PILKENTON Exchange Bank | 2,635 | $213,856 | $204,462.82 | -$9,393.18 | -4.39% |
Teresa Douberly Burford Brothers, Inc. | 4,401 | $254,885.06 | $341,649.63 | $86,764.57 | 34.04% |
Charles Corkery PUREfi Wealth, LLC | 22,347 | $1.33M | $1.73M | $400,455.73 | 30.17% |
Mark Weber DecisionMap Wealth Management, LLC | 65,957 | $3.6M | $5.11M | $1.51M | 41.99% |
James Rankin Modern Wealth Management, LLC | 298,098 | $18.54M | $23.22M | $4.67M | 25.19% |
Joseph C. Gissy Tactive Advisors, LLC | 6,754 | $428,850.54 | $541,805.88 | $112,955.34 | 26.34% |
Menachem Striks Morton Capital Management LLC/CA | 6,886 | $473,139.23 | $533,906.01 | $60,766.78 | 12.84% |
David Vollmer PFS Partners, LLC | 187 | $10,832.61 | $14,705.68 | $3,873.07 | 35.75% |
Benj Foor Frazier Financial Advisors, LLC | 241 | $16,809.82 | $18,952.24 | $2,142.42 | 12.75% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,838 | $317,940 | $296,696.59 | -$21,243.41 | -6.68% |
Angela Kelley HTLF Bank | 5,954 | $310,918 | $460,065.58 | $149,147.58 | 47.97% |
Scott L. Comeau BCU Wealth Advisors, LLC | 29,156 | $1.84M | $2.27M | $425,125.32 | 23.09% |
Amir Har-El Savvy Advisors, Inc. | 327,116 | $25.35M | $25.45M | $106,016.29 | 0.42% |
Cindi Hill Keener Financial Planning LLC | 4,231 | $230,139.52 | $328,917.94 | $98,778.42 | 42.92% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,721 | $142,464.75 | $133,489.36 | -$8,975.39 | -6.3% |
Owen McCabe Tyche Wealth Partners LLC | 30,354 | $2.06M | $2.39M | $329,459.45 | 16.01% |
United Advisor Group LLC United Advisor Group, LLC | 69,711 | $4.23M | $5.48M | $1.25M | 29.51% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1.86M | $98.16M | $146.33M | $48.17M | 49.07% |