| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 864,150 | $116.77M | $253.21M | $136.44M | 116.85% |
RENEE PILKENTON Exchange Bank | 1,372 | $187,812.48 | $402,023.42 | $214,210.94 | 114.06% |
Teresa Douberly Burford Brothers, Inc. | 595 | $257,831 | $174,346.89 | -$83,484.11 | -32.38% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,152 | $246,200 | $337,559.03 | $91,359.03 | 37.11% |
Savoie Capital LLC Savoie Capital LLC | 74,400 | $4.83M | $21.8M | $16.97M | 351.03% |
Charles Corkery PUREfi Wealth, LLC | 1,309 | $567,229 | $383,563.17 | -$183,665.83 | -32.38% |
Mark Weber DecisionMap Wealth Management, LLC | 893 | $386,964 | $261,666.85 | -$125,297.15 | -32.38% |
James Rankin Modern Wealth Management, LLC | 5,016 | $595,906.71 | $1.47M | $873,881.55 | 146.65% |
KKM Financial LLC KKM Financial LLC | 75,048 | $12.85M | $21.99M | $9.14M | 71.18% |
Joseph C. Gissy Tactive Advisors, LLC | 4,710 | $869,290.56 | $1.38M | $510,833.59 | 58.76% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,310 | $239,081.3 | $969,896.16 | $730,814.86 | 305.68% |
Benj Foor Frazier Financial Advisors, LLC | 814 | $174,688.24 | $249,409.6 | $74,721.36 | 42.77% |
Lydia Gallas Harbour Trust & Investment Management Co | 520 | $225,332 | $152,370.39 | -$72,961.61 | -32.38% |
Amir Har-El Savvy Advisors, Inc. | 11,945 | $1.58M | $3.5M | $1.92M | 121.47% |
Ann Keitner Quantum Portfolio Management LLC | 8,866 | $1.02M | $2.6M | $1.58M | 155.03% |
David W. Lewis Lewis Asset Management, LLC | 3,848 | $375,253.87 | $1.13M | $752,287.05 | 200.47% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 469 | $203,232 | $137,426.37 | -$65,805.63 | -32.38% |
Owen McCabe Tyche Wealth Partners LLC | 1,611 | $284,582.17 | $495,253.64 | $210,671.47 | 74.03% |
United Advisor Group LLC United Advisor Group, LLC | 3,269 | $755,593.37 | $957,882.34 | $202,288.97 | 26.77% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,073 | $503,996.03 | $1.78M | $1.28M | 253.08% |