| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 620 | $289,708.95 | $337,608.6 | $47,899.65 | 16.53% |
Teresa Douberly Burford Brothers, Inc. | 480 | $289,292.12 | $263,150.4 | -$26,141.72 | -9.04% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 400 | $199,840.65 | $218,539.99 | $18,699.34 | 9.36% |
Savoie Capital LLC Savoie Capital LLC | 1,863 | $847,423 | $990,706.14 | $143,283.14 | 16.91% |
Mark Weber DecisionMap Wealth Management, LLC | 866 | $442,026.75 | $471,614.94 | $29,588.19 | 6.69% |
James Rankin Modern Wealth Management, LLC | 4,216 | $2M | $2.24M | $238,992.29 | 11.96% |
KKM Financial LLC KKM Financial LLC | 13,218 | $6.35M | $7.21M | $858,724.68 | 13.52% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 446 | $222,604 | $241,865.8 | $19,261.8 | 8.65% |
David Vollmer PFS Partners, LLC | 46 | $18,169.61 | $25,171.66 | $7,002.05 | 38.54% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,852 | $928,010.62 | $1.01M | $80,958.98 | 8.72% |
Angela Kelley HTLF Bank | 487 | $221,076.6 | $265,076.53 | $43,999.93 | 19.9% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,162 | $979,904.66 | $1.18M | $201,304 | 20.54% |
Amir Har-El Savvy Advisors, Inc. | 8,198 | $3.93M | $4.36M | $426,076.27 | 10.83% |
David W. Lewis Lewis Asset Management, LLC | 903 | $492,502.11 | $492,026.64 | -$475.47 | -0.1% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 417 | $163,458.72 | $228,799.56 | $65,340.84 | 39.97% |
Owen McCabe Tyche Wealth Partners LLC | 3,190 | $1.47M | $1.74M | $269,299.73 | 18.32% |
United Advisor Group LLC United Advisor Group, LLC | 1,507 | $721,717.16 | $823,628.24 | $101,911.08 | 14.12% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,784 | $4.7M | $5.34M | $639,902.4 | 13.62% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 521 | $292,533.93 | $284,101.3 | -$8,432.63 | -2.88% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,256 | $574,405.79 | $684,180.88 | $109,775.09 | 19.11% |