| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 5,995 | $2.16M | $2.45M | $292,590.24 | 13.57% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,681 | $360,029.82 | $686,486.78 | $326,456.96 | 90.67% |
Charles Corkery PUREfi Wealth, LLC | 1,701 | $696,560 | $694,654.38 | -$1,905.62 | -0.27% |
James Rankin Modern Wealth Management, LLC | 25,536 | $9.97M | $10.86M | $891,406.6 | 8.94% |
Menachem Striks Morton Capital Management LLC/CA | 5,039 | $1.38M | $2.06M | $680,050.93 | 49.36% |
Benj Foor Frazier Financial Advisors, LLC | 300 | $97,017.1 | $126,993 | $29,975.9 | 30.9% |
Angela Kelley HTLF Bank | 2,230 | $608,583.36 | $910,687.4 | $302,104.04 | 49.64% |
Amir Har-El Savvy Advisors, Inc. | 4,656 | $1.43M | $1.9M | $473,673.29 | 33.18% |
Ann Keitner Quantum Portfolio Management LLC | 47 | $19,247 | $19,994.74 | $747.74 | 3.88% |
Joseph Morrison Sentry LLC | 1,383 | $312,384.65 | $588,355.87 | $275,971.22 | 88.34% |
David W. Lewis Lewis Asset Management, LLC | 766 | $241,039.66 | $312,819.08 | $71,779.42 | 29.78% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,840 | $446,760.01 | $1.16M | $713,039.19 | 159.6% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 2,096 | $782,730 | $855,964.48 | $73,234.48 | 9.36% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 915 | $277,062.12 | $387,328.65 | $110,266.53 | 39.8% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 585 | $187,474.26 | $247,612.95 | $60,138.69 | 32.08% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 28,109 | $9.2M | $11.48M | $2.28M | 24.83% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 739 | $276,094.37 | $312,826.09 | $36,731.72 | 13.3% |
Brad Sayre Shared Vision Wealth Group LLC | 1,203 | $343,804.84 | $491,281.14 | $147,476.3 | 42.9% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 9,446 | $2.89M | $3.86M | $963,861.78 | 33.31% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,299 | $397,115.69 | $530,485.62 | $133,369.93 | 33.58% |