| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Petersen Prosperitas Financial LLC | 4,802 | $351,484.8 | $442,240.19 | $90,755.39 | 25.82% |
Robert Shea NEOS Investment Management LLC | 633,541 | $43.25M | $58.15M | $14.9M | 34.45% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 3,622 | $229,817.11 | $332,861.8 | $103,044.69 | 44.84% |
RENEE PILKENTON Exchange Bank | 30,888 | $1.88M | $2.83M | $958,932.2 | 51.12% |
Teresa Douberly Burford Brothers, Inc. | 24,262 | $1.43M | $2.19M | $753,263.38 | 52.57% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 34,310 | $2.04M | $3.15M | $1.11M | 54.4% |
Savoie Capital LLC Savoie Capital LLC | 12,523 | $766,157 | $1.15M | $388,463.6 | 50.7% |
Charles Corkery PUREfi Wealth, LLC | 3,032 | $232,348.3 | $273,213.52 | $40,865.22 | 17.59% |
Mark Weber DecisionMap Wealth Management, LLC | 35,343 | $2.21M | $3.24M | $1.04M | 47.11% |
James Rankin Modern Wealth Management, LLC | 77,501 | $5.53M | $7.15M | $1.62M | 29.24% |
KKM Financial LLC KKM Financial LLC | 4,411 | $259,940.38 | $397,475.21 | $137,534.83 | 52.91% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,093 | $218,796.97 | $278,710.23 | $59,913.26 | 27.38% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 52,691 | $3.79M | $4.84M | $1.05M | 27.72% |
David Vollmer PFS Partners, LLC | 3,656 | $217,367.42 | $335,547.68 | $118,180.26 | 54.37% |
Benj Foor Frazier Financial Advisors, LLC | 1,646 | $117,038.72 | $151,069.88 | $34,031.16 | 29.08% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,003 | $192,302.95 | $270,600.33 | $78,297.38 | 40.72% |
Angela Kelley HTLF Bank | 29,566 | $1.74M | $2.66M | $921,867.34 | 52.91% |
Lydia Gallas Harbour Trust & Investment Management Co | 5,946 | $352,616.06 | $545,723.88 | $193,107.82 | 54.76% |
Scott L. Comeau BCU Wealth Advisors, LLC | 8,729 | $515,809.96 | $807,956.24 | $292,146.28 | 56.64% |
Amir Har-El Savvy Advisors, Inc. | 78,055 | $5.68M | $7.2M | $1.53M | 26.95% |