| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 8,370 | $745,766.64 | $788,705.1 | $42,938.46 | 5.76% |
Courtney Haddad Concurrent Investment Advisors, LLC | 66,494 | $6.2M | $6.35M | $142,081.49 | 2.29% |
Robert Shea NEOS Investment Management LLC | 210,315 | $18.49M | $19.82M | $1.32M | 7.16% |
RENEE PILKENTON Exchange Bank | 2,796 | $246,431.21 | $263,467.08 | $17,035.87 | 6.91% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 131,529 | $10.92M | $12.39M | $1.47M | 13.48% |
Mark Weber DecisionMap Wealth Management, LLC | 5,676 | $456,016.72 | $534,849.48 | $78,832.76 | 17.29% |
James Rankin Modern Wealth Management, LLC | 14,033 | $1.28M | $1.34M | $59,091.61 | 4.6% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,169 | $359,241.64 | $387,758.7 | $28,517.06 | 7.94% |
David Vollmer PFS Partners, LLC | 156 | $14,043.25 | $14,699.88 | $656.63 | 4.68% |
Benj Foor Frazier Financial Advisors, LLC | 540 | $45,823.69 | $50,884.2 | $5,060.51 | 11.04% |
Angela Kelley HTLF Bank | 59,009 | $4.86M | $5.49M | $626,525.14 | 12.89% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,756 | $310,807.41 | $353,927.88 | $43,120.47 | 13.87% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 9,777 | $825,046.65 | $921,286.71 | $96,240.06 | 11.66% |
Amir Har-El Savvy Advisors, Inc. | 17,865 | $1.69M | $1.71M | $15,988.82 | 0.95% |
Ann Keitner Quantum Portfolio Management LLC | 4,661 | $403,876.27 | $439,206.03 | $35,329.76 | 8.75% |
Joseph Morrison Sentry LLC | 13,604 | $1.11M | $1.28M | $172,602.81 | 15.56% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 415 | $35,390.96 | $39,680.22 | $4,289.26 | 12.12% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,175 | $514,417.86 | $581,870.25 | $67,452.39 | 13.11% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,442 | $207,326.32 | $232,710.39 | $25,384.07 | 12.24% |
Jeffrey McGrath Cetera Trust Company, N.A | 975 | $80,321 | $91,874.25 | $11,553.25 | 14.38% |