| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 3.7M | $171.29M | $360.55M | $189.25M | 110.48% |
RENEE PILKENTON Exchange Bank | 2,318 | $323,663 | $209,083.6 | -$114,579.4 | -35.4% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 3,600 | $121,754.9 | $324,720 | $202,965.1 | 166.7% |
Savoie Capital LLC Savoie Capital LLC | 98,500 | $2.79M | $8.88M | $6.1M | 218.62% |
Mark Weber DecisionMap Wealth Management, LLC | 2,189 | $305,703 | $197,447.8 | -$108,255.2 | -35.41% |
James Rankin Modern Wealth Management, LLC | 71,006 | $3.28M | $7.28M | $4M | 121.88% |
KKM Financial LLC KKM Financial LLC | 166,641 | $4.96M | $17.08M | $12.12M | 244.61% |
Joseph C. Gissy Tactive Advisors, LLC | 7,544 | $486,893.79 | $680,468.8 | $193,575.01 | 39.76% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,554 | $219,876 | $591,170.8 | $371,294.8 | 168.87% |
Menachem Striks Morton Capital Management LLC/CA | 6,126 | $855,378 | $552,565.2 | -$302,812.8 | -35.4% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 163,366 | $3.83M | $14.74M | $10.9M | 284.59% |
David Vollmer PFS Partners, LLC | 4,752 | $257,758.14 | $428,630.4 | $170,872.26 | 66.29% |
Benj Foor Frazier Financial Advisors, LLC | 726 | $48,197.18 | $73,797.9 | $25,600.72 | 53.12% |
Angela Kelley HTLF Bank | 12,113 | $608,678.45 | $1.09M | $483,914.15 | 79.5% |
Scott L. Comeau BCU Wealth Advisors, LLC | 2,755 | $384,704 | $248,501 | -$136,203 | -35.4% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 6,452 | $216,750.21 | $581,970.4 | $365,220.19 | 168.5% |
Amir Har-El Savvy Advisors, Inc. | 39,699 | $1.25M | $3.58M | $2.33M | 187.17% |
Joseph Morrison Sentry LLC | 82,019 | $2.66M | $8.41M | $5.74M | 215.61% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,558 | $217,544 | $140,531.6 | -$77,012.4 | -35.4% |
Owen McCabe Tyche Wealth Partners LLC | 5,346 | $235,940.08 | $533,584.26 | $297,644.18 | 126.15% |