| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa S. Kampmann Kampmann Melissa S. | 7,987 | $4.38M | $4.9M | $522,350.15 | 11.93% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,311 | $2.92M | $3.81M | $890,861.85 | 30.55% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,242 | $560,737.44 | $765,469.45 | $204,732.01 | 36.51% |
| AK Alisha Kamadia United Community Bank | 1,868 | $737,636.01 | $1.13M | $389,216.29 | 52.77% |
JAMES EDWARDS Maestria Partners LLC | 27,086 | $13.53M | $16.61M | $3.08M | 22.76% |
Greg Werlinich Werlinich Asset Management, LLC | 1,728 | $633,153.68 | $1.06M | $428,451.76 | 67.67% |
Courtney Haddad Concurrent Investment Advisors, LLC | 43,352 | $21.97M | $26.72M | $4.75M | 21.61% |
Mark Petersen Prosperitas Financial LLC | 8,688 | $4.42M | $5.38M | $959,622.19 | 21.72% |
Robert Shea NEOS Investment Management LLC | 132,660 | $69.33M | $80.03M | $10.69M | 15.42% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 851 | $484,131.9 | $524,530.87 | $40,398.97 | 8.34% |
RENEE PILKENTON Exchange Bank | 1,222 | $498,064.51 | $737,159.28 | $239,094.77 | 48% |
Savoie Capital LLC Savoie Capital LLC | 6,000 | $2.38M | $3.71M | $1.33M | 56.19% |
Charles Corkery PUREfi Wealth, LLC | 467 | $239,851 | $282,441.6 | $42,590.6 | 17.76% |
Mark Weber DecisionMap Wealth Management, LLC | 719 | $376,864.34 | $433,729.56 | $56,865.22 | 15.09% |
James Rankin Modern Wealth Management, LLC | 5,270 | $2.72M | $3.25M | $528,134.61 | 19.41% |
KKM Financial LLC KKM Financial LLC | 24,482 | $12.51M | $14.81M | $2.3M | 18.35% |
Joseph C. Gissy Tactive Advisors, LLC | 781 | $386,221.41 | $472,348.79 | $86,127.38 | 22.3% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,019 | $500,250.84 | $616,291.19 | $116,040.35 | 23.2% |
Menachem Striks Morton Capital Management LLC/CA | 898 | $367,103.25 | $541,709.52 | $174,606.27 | 47.56% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 638 | $347,467.85 | $384,867.11 | $37,399.26 | 10.76% |