| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 1M | $611M | $599.27M | -$11.73M | -1.92% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 3,310 | $1.27M | $1.84M | $568,924.9 | 44.66% |
RENEE PILKENTON Exchange Bank | 1,267 | $572,474.76 | $705,351.6 | $132,876.84 | 23.21% |
Teresa Douberly Burford Brothers, Inc. | 5,907 | $2.31M | $3.29M | $976,382.13 | 42.23% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 22,398 | $15.9M | $12.47M | -$3.43M | -21.59% |
Savoie Capital LLC Savoie Capital LLC | 500 | $286,220 | $278,355.01 | -$7,864.99 | -2.75% |
Scott McMillan White Wing Wealth Management | 873 | $546,383.78 | $486,007.85 | -$60,375.93 | -11.05% |
Charles Corkery PUREfi Wealth, LLC | 2,749 | $1.6M | $1.53M | -$72,010.16 | -4.49% |
Mark Weber DecisionMap Wealth Management, LLC | 2,195 | $1.29M | $1.22M | -$64,588.15 | -5.02% |
James Rankin Modern Wealth Management, LLC | 26,860 | $15.83M | $15.84M | $12,306.64 | 0.08% |
KKM Financial LLC KKM Financial LLC | 21,303 | $11.97M | $12.57M | $592,560.61 | 4.95% |
Joseph C. Gissy Tactive Advisors, LLC | 7,408 | $3.89M | $4.12M | $236,746.65 | 6.09% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 385 | $284,202.77 | $214,333.36 | -$69,869.41 | -24.58% |
Menachem Striks Morton Capital Management LLC/CA | 2,687 | $1.17M | $1.5M | $328,772.37 | 28.17% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 646 | $399,830.69 | $359,634.67 | -$40,196.02 | -10.05% |
David Vollmer PFS Partners, LLC | 73 | $28,572.73 | $40,639.83 | $12,067.1 | 42.23% |
Benj Foor Frazier Financial Advisors, LLC | 1,705 | $747,488.48 | $1.01M | $261,556.09 | 34.99% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,692 | $2.67M | $2.06M | -$610,075.55 | -22.89% |
Derek Ripp Austin Wealth Management, LLC | 1,957 | $997,900.45 | $1.09M | $91,581.06 | 9.18% |
Angela Kelley HTLF Bank | 1,479 | $544,346.31 | $823,374.12 | $279,027.81 | 51.26% |