| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 13,514 | $874,975.31 | $1.06M | $181,008.65 | 20.69% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 281,658 | $16.73M | $21.99M | $5.27M | 31.48% |
| KS Kristi Shields ROGCO, LP | 500 | $27,990 | $39,045 | $11,055 | 39.5% |
| SCL Syon Capital LLC SYON CAPITAL LLC | 35,703 | $2.25M | $2.79M | $540,094.85 | 24.03% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 200 | $12,236 | $15,756 | $3,521 | 28.78% |
Brian Glenn Premier Path Wealth Partners, LLC | 17,942 | $1.16M | $1.4M | $247,367.1 | 21.41% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 15,561 | $932,573.01 | $1.22M | $283,830.36 | 30.43% |
| AK Alisha Kamadia United Community Bank | 26,158 | $1.61M | $2.04M | $432,150.51 | 26.8% |
Mark Romin Lakeshore Financial Planning, Inc. | 10,629 | $597,341.21 | $830,018.61 | $232,677.4 | 38.95% |
Courtney Haddad Concurrent Investment Advisors, LLC | 381,189 | $25.53M | $29.79M | $4.25M | 16.65% |
Mark Petersen Prosperitas Financial LLC | 3,846 | $273,795.37 | $300,334.14 | $26,538.77 | 9.69% |
Robert Shea NEOS Investment Management LLC | 567,520 | $37.88M | $44.71M | $6.83M | 18.02% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 3,069 | $187,761.48 | $239,658.21 | $51,893.66 | 27.64% |
RENEE PILKENTON Exchange Bank | 30,226 | $1.82M | $2.36M | $540,108.11 | 29.67% |
Teresa Douberly Burford Brothers, Inc. | 24,182 | $1.43M | $1.91M | $478,695.03 | 33.56% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 40,231 | $2.4M | $3.15M | $748,803.59 | 31.24% |
Charles Corkery PUREfi Wealth, LLC | 2,694 | $204,879 | $210,536.1 | $5,657.1 | 2.76% |
Mark Weber DecisionMap Wealth Management, LLC | 35,182 | $2.19M | $2.75M | $555,375.97 | 25.34% |
James Rankin Modern Wealth Management, LLC | 51,445 | $3.41M | $4.02M | $608,029.07 | 17.82% |
| KFL KKM Financial LLC KKM Financial LLC | 5,171 | $304,727.21 | $403,803.39 | $99,071.01 | 32.51% |