| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,143 | $257,652.89 | $204,377.91 | -$53,274.98 | -20.68% |
| AK Alisha Kamadia United Community Bank | 2,032 | $70,284.4 | $184,282.08 | $113,997.68 | 162.19% |
Mark Romin Lakeshore Financial Planning, Inc. | 2,214 | $309,141 | $209,112.3 | -$100,028.7 | -32.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 116,278 | $4.29M | $10.45M | $6.16M | 143.5% |
Robert Shea NEOS Investment Management LLC | 3.7M | $171.29M | $336.44M | $165.15M | 96.41% |
RENEE PILKENTON Exchange Bank | 2,011 | $280,796.5 | $188,491.03 | -$92,305.47 | -32.87% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 3,105 | $105,147.64 | $286,715.7 | $181,568.06 | 172.68% |
Savoie Capital LLC Savoie Capital LLC | 98,500 | $2.79M | $9.3M | $6.51M | 233.63% |
Mark Weber DecisionMap Wealth Management, LLC | 2,189 | $305,703 | $203,423.77 | -$102,279.23 | -33.46% |
James Rankin Modern Wealth Management, LLC | 71,006 | $3.28M | $6.7M | $3.42M | 104.26% |
KKM Financial LLC KKM Financial LLC | 166,641 | $4.96M | $15.56M | $10.6M | 213.94% |
Joseph C. Gissy Tactive Advisors, LLC | 12,341 | $1.06M | $1.13M | $67,922.96 | 6.39% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,554 | $219,876 | $598,052.5 | $378,176.5 | 172% |
Menachem Striks Morton Capital Management LLC/CA | 6,126 | $855,378 | $565,674.84 | -$289,703.16 | -33.87% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 163,366 | $3.83M | $15.18M | $11.35M | 296.1% |
David Vollmer PFS Partners, LLC | 4,752 | $257,758.14 | $431,971.06 | $174,212.92 | 67.59% |
Benj Foor Frazier Financial Advisors, LLC | 726 | $48,197.18 | $66,080.52 | $17,883.34 | 37.1% |
Angela Kelley HTLF Bank | 12,113 | $608,678.45 | $1.11M | $504,142.86 | 82.83% |
Scott L. Comeau BCU Wealth Advisors, LLC | 2,737 | $382,190.51 | $245,919.45 | -$136,271.06 | -35.66% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 6,452 | $216,750.21 | $599,584.36 | $382,834.15 | 176.62% |