| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,964 | $464,759.75 | $1.04M | $579,765.13 | 124.75% |
| AK Alisha Kamadia United Community Bank | 5,496 | $741,212.43 | $1.2M | $454,937.01 | 61.38% |
Greg Werlinich Werlinich Asset Management, LLC | 20,100 | $1.88M | $4.23M | $2.34M | 124.43% |
Courtney Haddad Concurrent Investment Advisors, LLC | 62,689 | $10.09M | $13.19M | $3.1M | 30.74% |
Robert Shea NEOS Investment Management LLC | 194,970 | $27.36M | $41.98M | $14.62M | 53.43% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,211 | $179,190.86 | $465,238.62 | $286,047.76 | 159.63% |
Charles Corkery PUREfi Wealth, LLC | 1,271 | $265,690 | $267,443.82 | $1,753.82 | 0.66% |
Riley Stephenson Stephenson & Company, Inc. | 1,249 | $221,735 | $262,814.58 | $41,079.58 | 18.53% |
James Rankin Modern Wealth Management, LLC | 19,071 | $3.48M | $4.15M | $669,008.14 | 19.25% |
KKM Financial LLC KKM Financial LLC | 4,094 | $450,849.53 | $889,871.84 | $439,022.31 | 97.38% |
Joseph C. Gissy Tactive Advisors, LLC | 3,212 | $367,769.75 | $675,869.04 | $308,099.29 | 83.78% |
David Vollmer PFS Partners, LLC | 23 | $3,657 | $4,839.66 | $1,182.66 | 32.34% |
Benj Foor Frazier Financial Advisors, LLC | 215 | $28,194.77 | $46,498.05 | $18,303.28 | 64.92% |
Angela Kelley HTLF Bank | 22,728 | $2.12M | $4.78M | $2.66M | 125.65% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,870 | $390,905 | $393,485.4 | $2,580.4 | 0.66% |
Amir Har-El Savvy Advisors, Inc. | 17,487 | $2.53M | $3.68M | $1.15M | 45.5% |
Ann Keitner Quantum Portfolio Management LLC | 921 | $192,526 | $200,188.56 | $7,662.56 | 3.98% |
David W. Lewis Lewis Asset Management, LLC | 2,960 | $411,971.81 | $622,843.2 | $210,871.39 | 51.19% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,355 | $240,553.62 | $285,119.1 | $44,565.48 | 18.53% |
Owen McCabe Tyche Wealth Partners LLC | 1,866 | $240,301.01 | $407,291.82 | $166,990.81 | 69.49% |