| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 18,746 | $1.23M | $1.67M | $435,396.81 | 35.39% |
Mark Romin Lakeshore Financial Planning, Inc. | 2,662 | $213,705 | $237,117.65 | $23,412.65 | 10.96% |
Courtney Haddad Concurrent Investment Advisors, LLC | 258,870 | $19.11M | $23M | $3.89M | 20.36% |
Robert Shea NEOS Investment Management LLC | 303,495 | $23.46M | $26.97M | $3.51M | 14.96% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 10,262 | $735,682.94 | $912,189.18 | $176,506.24 | 23.99% |
RENEE PILKENTON Exchange Bank | 13,687 | $1.01M | $1.22M | $203,943.16 | 20.14% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 10,994 | $770,877.08 | $979,290.55 | $208,413.47 | 27.04% |
Savoie Capital LLC Savoie Capital LLC | 10,000 | $572,900 | $888,900 | $316,000 | 55.16% |
Charles Corkery PUREfi Wealth, LLC | 12,594 | $898,461.44 | $1.12M | $221,019.22 | 24.6% |
James Rankin Modern Wealth Management, LLC | 264,504 | $18.47M | $23.5M | $5.03M | 27.25% |
Joseph C. Gissy Tactive Advisors, LLC | 4,510 | $313,956.26 | $400,893.9 | $86,937.64 | 27.69% |
Menachem Striks Morton Capital Management LLC/CA | 5,946 | $552,265 | $528,539.94 | -$23,725.06 | -4.3% |
David Vollmer PFS Partners, LLC | 388 | $28,254.43 | $34,473.8 | $6,219.37 | 22.01% |
Benj Foor Frazier Financial Advisors, LLC | 2,914 | $187,057.96 | $258,908.9 | $71,850.94 | 38.41% |
Derek Ripp Austin Wealth Management, LLC | 3,240 | $193,398.4 | $288,003.6 | $94,605.2 | 48.92% |
Angela Kelley HTLF Bank | 4,673 | $284,605.05 | $415,196.05 | $130,591 | 45.88% |
Lydia Gallas Harbour Trust & Investment Management Co | 146,598 | $9.64M | $13.03M | $3.39M | 35.17% |
Amir Har-El Savvy Advisors, Inc. | 47,036 | $3.71M | $4.19M | $476,974.12 | 12.85% |
Ann Keitner Quantum Portfolio Management LLC | 10,416 | $798,176.99 | $925,461.6 | $127,284.61 | 15.95% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 15,113 | $653,038.61 | $1.34M | $689,751.44 | 105.62% |