| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 17,577 | $1.9M | $2.29M | $383,920.54 | 20.16% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 7,490 | $816,914.45 | $975,198 | $158,283.55 | 19.38% |
| AK Alisha Kamadia United Community Bank | 16,030 | $1.55M | $2.13M | $581,208.18 | 37.51% |
Greg Werlinich Werlinich Asset Management, LLC | 28,835 | $2.18M | $3.75M | $1.58M | 72.59% |
Courtney Haddad Concurrent Investment Advisors, LLC | 254,138 | $27.77M | $33.09M | $5.31M | 19.13% |
Mark Petersen Prosperitas Financial LLC | 2,835 | $315,133.63 | $383,206.95 | $68,073.32 | 21.6% |
Robert Shea NEOS Investment Management LLC | 404,459 | $40.82M | $52.95M | $12.14M | 29.73% |
RENEE PILKENTON Exchange Bank | 14,357 | $1.66M | $1.87M | $212,729.52 | 12.84% |
Teresa Douberly Burford Brothers, Inc. | 2,161 | $241,391.46 | $281,362.2 | $39,970.74 | 16.56% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 126,728 | $14.53M | $16.5M | $1.97M | 13.57% |
Mark Weber DecisionMap Wealth Management, LLC | 1,664 | $200,162.25 | $216,652.8 | $16,490.55 | 8.24% |
James Rankin Modern Wealth Management, LLC | 54,135 | $5.77M | $7.35M | $1.58M | 27.42% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,549 | $281,414.36 | $331,879.8 | $50,465.44 | 17.93% |
Menachem Striks Morton Capital Management LLC/CA | 7,531 | $692,565.85 | $980,536.2 | $287,970.35 | 41.58% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 173,727 | $15.2M | $22.62M | $7.42M | 48.82% |
David Vollmer PFS Partners, LLC | 4,033 | $335,599.02 | $525,177.26 | $189,578.24 | 56.49% |
Benj Foor Frazier Financial Advisors, LLC | 194 | $22,605 | $25,398.48 | $2,793.48 | 12.36% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,252 | $366,443.38 | $423,410.4 | $56,967.02 | 15.55% |
Angela Kelley HTLF Bank | 5,485 | $597,975.02 | $714,147 | $116,171.98 | 19.43% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,192 | $236,230.18 | $285,398.4 | $49,168.22 | 20.81% |