| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 820 | $52,256.24 | $149,912.41 | $97,656.17 | 186.88% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 2,494 | $224,647.21 | $455,953.1 | $231,305.89 | 102.96% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,510 | $222,333.91 | $276,058.22 | $53,724.31 | 24.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 29,330 | $2.79M | $5.36M | $2.57M | 92.35% |
Robert Shea NEOS Investment Management LLC | 901,020 | $96.06M | $164.72M | $68.66M | 71.48% |
Savoie Capital LLC Savoie Capital LLC | 49,990 | $2.29M | $9.14M | $6.85M | 298.6% |
Mark Weber DecisionMap Wealth Management, LLC | 845 | $254,945 | $154,482.91 | -$100,462.09 | -39.41% |
James Rankin Modern Wealth Management, LLC | 7,190 | $638,552.93 | $1.31M | $675,922.94 | 105.85% |
KKM Financial LLC KKM Financial LLC | 50,430 | $6.13M | $9.22M | $3.09M | 50.46% |
David Vollmer PFS Partners, LLC | 267 | $13,526.01 | $48,812.94 | $35,286.93 | 260.88% |
Benj Foor Frazier Financial Advisors, LLC | 700 | $95,587.03 | $127,974.01 | $32,386.98 | 33.88% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,175 | $217,737.26 | $580,453.53 | $362,716.27 | 166.58% |
Angela Kelley HTLF Bank | 4,120 | $239,495.6 | $753,218.44 | $513,722.84 | 214.5% |
Amir Har-El Savvy Advisors, Inc. | 14,500 | $1.77M | $2.65M | $881,370.47 | 49.81% |
Ann Keitner Quantum Portfolio Management LLC | 2,810 | $263,638.57 | $513,724.23 | $250,085.66 | 94.86% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,394 | $205,253.95 | $254,851.09 | $49,597.14 | 24.16% |
United Advisor Group LLC United Advisor Group, LLC | 2,418 | $216,589.93 | $442,058.78 | $225,468.85 | 104.1% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,320 | $485,818.26 | $1.16M | $669,604.2 | 137.83% |
CARL LYMANGOOD Petros Family Wealth, LLC | 18,534 | $1.48M | $3.39M | $1.91M | 129.13% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 25,491 | $4.1M | $4.66M | $556,146.71 | 13.55% |