| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 39,983 | $20.24M | $22.91M | $2.67M | 13.21% |
Mark Petersen Prosperitas Financial LLC | 7,596 | $3.86M | $4.35M | $496,888.52 | 12.88% |
Robert Shea NEOS Investment Management LLC | 120,174 | $62.92M | $68.87M | $5.95M | 9.46% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 1,291 | $731,543.49 | $739,872.07 | $8,328.58 | 1.14% |
RENEE PILKENTON Exchange Bank | 1,256 | $511,436.75 | $719,813.57 | $208,376.82 | 40.74% |
Savoie Capital LLC Savoie Capital LLC | 6,000 | $2.38M | $3.44M | $1.06M | 44.76% |
Charles Corkery PUREfi Wealth, LLC | 467 | $239,851 | $267,637.69 | $27,786.69 | 11.58% |
Mark Weber DecisionMap Wealth Management, LLC | 719 | $376,864.34 | $412,058.88 | $35,194.54 | 9.34% |
James Rankin Modern Wealth Management, LLC | 3,885 | $2.01M | $2.23M | $217,373.05 | 10.82% |
KKM Financial LLC KKM Financial LLC | 726 | $310,366.52 | $416,070.58 | $105,704.06 | 34.06% |
Joseph C. Gissy Tactive Advisors, LLC | 810 | $400,186.95 | $464,210.98 | $64,024.03 | 16% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,019 | $500,250.84 | $583,988.88 | $83,738.04 | 16.74% |
Menachem Striks Morton Capital Management LLC/CA | 898 | $367,103.25 | $514,643.78 | $147,540.53 | 40.19% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 638 | $347,467.85 | $365,637.78 | $18,169.93 | 5.23% |
David Vollmer PFS Partners, LLC | 179 | $78,999.53 | $102,584.9 | $23,585.37 | 29.86% |
Benj Foor Frazier Financial Advisors, LLC | 172 | $82,991.18 | $96,793 | $13,801.82 | 16.63% |
Angela Kelley HTLF Bank | 1,240 | $528,872.16 | $710,643.97 | $181,771.81 | 34.37% |
Lydia Gallas Harbour Trust & Investment Management Co | 43,641 | $19.13M | $25.01M | $5.88M | 30.74% |
Amir Har-El Savvy Advisors, Inc. | 16,776 | $8.84M | $9.61M | $775,436.26 | 8.77% |
David W. Lewis Lewis Asset Management, LLC | 1,011 | $497,672.86 | $579,404.08 | $81,731.22 | 16.42% |