| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 13,297 | $605,849.21 | $986,770.37 | $380,921.16 | 62.87% |
Teresa Douberly Burford Brothers, Inc. | 40,824 | $2.06M | $3.03M | $970,478.12 | 47.13% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 179,267 | $9.19M | $13.3M | $4.12M | 44.81% |
James Rankin Modern Wealth Management, LLC | 22,873 | $1.2M | $1.7M | $500,194.23 | 41.78% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 14,983 | $784,926.08 | $1.11M | $326,962.35 | 41.66% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 194,580 | $9.93M | $14.44M | $4.51M | 45.4% |
David Vollmer PFS Partners, LLC | 3,317 | $153,119.8 | $247,647.22 | $94,527.42 | 61.73% |
Benj Foor Frazier Financial Advisors, LLC | 10 | $660 | $742.1 | $82.1 | 12.44% |
Angela Kelley HTLF Bank | 4,533 | $182,861.61 | $336,393.93 | $153,532.32 | 83.96% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,477 | $146,460.56 | $258,028.17 | $111,567.61 | 76.18% |
Amir Har-El Savvy Advisors, Inc. | 32,797 | $1.95M | $2.43M | $482,598.76 | 24.73% |
Joseph Morrison Sentry LLC | 4,119 | $183,789.81 | $305,670.99 | $121,881.18 | 66.32% |
David W. Lewis Lewis Asset Management, LLC | 12,422 | $728,301.51 | $921,836.62 | $193,535.11 | 26.57% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 796 | $57,272 | $59,429.36 | $2,157.36 | 3.77% |
Owen McCabe Tyche Wealth Partners LLC | 86,561 | $3.58M | $6.42M | $2.84M | 79.45% |
United Advisor Group LLC United Advisor Group, LLC | 35,437 | $1.77M | $2.63M | $855,683.39 | 48.23% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,170 | $356,420.92 | $532,085.7 | $175,664.78 | 49.29% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,233 | $248,448.66 | $314,130.93 | $65,682.27 | 26.44% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,005 | $46,622.7 | $74,581.05 | $27,958.35 | 59.97% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 415 | $16,671 | $30,797.15 | $14,126.15 | 84.73% |