| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 299,390 | $29.53M | $32.8M | $3.27M | 11.08% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 4,906 | $399,115.11 | $536,789.99 | $137,674.88 | 34.5% |
Charles Corkery PUREfi Wealth, LLC | 3,738 | $412,376 | $408,301.74 | -$4,074.26 | -0.99% |
Riley Stephenson Stephenson & Company, Inc. | 2,338 | $182,634.17 | $254,351.02 | $71,716.85 | 39.27% |
James Rankin Modern Wealth Management, LLC | 12,597 | $1.27M | $1.37M | $108,471.23 | 8.57% |
KKM Financial LLC KKM Financial LLC | 29,263 | $2.69M | $3.2M | $512,234.82 | 19.05% |
Benj Foor Frazier Financial Advisors, LLC | 314 | $30,531 | $34,025.04 | $3,494.04 | 11.44% |
Angela Kelley HTLF Bank | 4,022 | $318,048.57 | $439,081.74 | $121,033.17 | 38.05% |
Amir Har-El Savvy Advisors, Inc. | 12,473 | $1.17M | $1.36M | $188,396.52 | 16.08% |
Ann Keitner Quantum Portfolio Management LLC | 833 | $91,897 | $90,222.23 | -$1,674.77 | -1.82% |
Kevin M. Fox Fox Financial, Inc | 157,843 | $12.55M | $17.09M | $4.54M | 36.14% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 16,263 | $918,099.29 | $1.76M | $841,557.31 | 91.66% |
United Advisor Group LLC United Advisor Group, LLC | 4,404 | $435,217.49 | $476,997.24 | $41,779.75 | 9.6% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,791 | $563,059.26 | $629,423.79 | $66,364.53 | 11.79% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,263 | $200,048.91 | $248,681.07 | $48,632.16 | 24.31% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,087 | $646,881.81 | $770,711.25 | $123,829.44 | 19.14% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,541 | $276,823.36 | $385,898.18 | $109,074.82 | 39.4% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,635 | $140,593.77 | $177,740.85 | $37,147.08 | 26.42% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 6,160 | $539,574.51 | $671,255.2 | $131,680.69 | 24.4% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 45,806 | $3.73M | $5.02M | $1.29M | 34.64% |