| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 1,565 | $760,056.02 | $796,225.03 | $36,169.01 | 4.76% |
Greg Werlinich Werlinich Asset Management, LLC | 15,240 | $5.65M | $7.75M | $2.1M | 37.22% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,007 | $9.88M | $10.7M | $819,062.72 | 8.29% |
Mark Petersen Prosperitas Financial LLC | 7,894 | $4.32M | $3.9M | -$425,855.55 | -9.85% |
Robert Shea NEOS Investment Management LLC | 29,606 | $14.2M | $14.94M | $737,169.78 | 5.19% |
RENEE PILKENTON Exchange Bank | 550 | $254,061.34 | $277,486.05 | $23,424.71 | 9.22% |
Teresa Douberly Burford Brothers, Inc. | 474 | $286,237 | $239,142.53 | -$47,094.47 | -16.45% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 426 | $212,823.15 | $216,736.02 | $3,912.87 | 1.84% |
Savoie Capital LLC Savoie Capital LLC | 1,863 | $847,423 | $939,920.95 | $92,497.95 | 10.92% |
Charles Corkery PUREfi Wealth, LLC | 557 | $259,564.36 | $281,017.7 | $21,453.34 | 8.27% |
Mark Weber DecisionMap Wealth Management, LLC | 872 | $444,942.39 | $430,593.6 | -$14,348.79 | -3.22% |
James Rankin Modern Wealth Management, LLC | 3,565 | $1.67M | $1.81M | $147,621.38 | 8.86% |
KKM Financial LLC KKM Financial LLC | 9,972 | $4.7M | $5.03M | $335,466.45 | 7.14% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 446 | $222,604 | $225,015.96 | $2,411.96 | 1.08% |
David Vollmer PFS Partners, LLC | 46 | $18,169.61 | $23,396.52 | $5,226.91 | 28.77% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,852 | $928,010.62 | $941,964.24 | $13,953.62 | 1.5% |
Angela Kelley HTLF Bank | 487 | $221,076.6 | $245,701.29 | $24,624.69 | 11.14% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,166 | $981,717.62 | $1.09M | $111,072.92 | 11.31% |
Amir Har-El Savvy Advisors, Inc. | 7,778 | $3.72M | $3.96M | $242,242.42 | 6.51% |
David W. Lewis Lewis Asset Management, LLC | 587 | $331,601.86 | $298,647.98 | -$32,953.88 | -9.94% |