| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 352,821 | $164.39M | $175.56M | $11.17M | 6.79% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 479 | $199,773.09 | $236,271.54 | $36,498.45 | 18.27% |
RENEE PILKENTON Exchange Bank | 491 | $245,503.99 | $244,247.95 | -$1,256.04 | -0.51% |
Savoie Capital LLC Savoie Capital LLC | 8,415 | $3.67M | $4.16M | $488,256.15 | 13.29% |
Charles Corkery PUREfi Wealth, LLC | 1,421 | $620,953.06 | $711,752.9 | $90,799.84 | 14.62% |
Mark Weber DecisionMap Wealth Management, LLC | 560 | $239,708.82 | $279,692 | $39,983.18 | 16.68% |
James Rankin Modern Wealth Management, LLC | 2,359 | $1.14M | $1.17M | $25,231.42 | 2.21% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 425 | $201,710 | $211,715.87 | $10,005.87 | 4.96% |
David Vollmer PFS Partners, LLC | 17 | $7,977 | $8,459.79 | $482.79 | 6.05% |
Benj Foor Frazier Financial Advisors, LLC | 156 | $69,802.17 | $77,657.58 | $7,855.41 | 11.25% |
Angela Kelley HTLF Bank | 1,048 | $430,423.87 | $523,952.84 | $93,528.97 | 21.73% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,630 | $1.09M | $1.32M | $231,005.54 | 21.26% |
Amir Har-El Savvy Advisors, Inc. | 6,918 | $3.21M | $3.42M | $219,132.15 | 6.84% |
Ann Keitner Quantum Portfolio Management LLC | 947 | $446,213.22 | $470,784.76 | $24,571.54 | 5.51% |
David W. Lewis Lewis Asset Management, LLC | 461 | $239,236.71 | $229,928.36 | -$9,308.35 | -3.89% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 311 | $161,390.76 | $154,839.12 | -$6,551.64 | -4.06% |
Owen McCabe Tyche Wealth Partners LLC | 1,343 | $589,355.61 | $669,176.61 | $79,821 | 13.54% |
United Advisor Group LLC United Advisor Group, LLC | 762 | $362,455.48 | $378,843.54 | $16,388.06 | 4.52% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,972 | $883,239.54 | $982,454.34 | $99,214.8 | 11.23% |
CARL LYMANGOOD Petros Family Wealth, LLC | 390 | $165,160.24 | $194,303.85 | $29,143.61 | 17.65% |