| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 4,074 | $2.17M | $2.21M | $39,994.25 | 1.84% |
Robert Shea NEOS Investment Management LLC | 21,670 | $11.91M | $12.48M | $568,140.15 | 4.77% |
RENEE PILKENTON Exchange Bank | 478 | $217,872.03 | $259,305.43 | $41,433.4 | 19.02% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 438 | $228,240.57 | $237,606.23 | $9,365.66 | 4.1% |
James Rankin Modern Wealth Management, LLC | 1,407 | $731,292.57 | $824,319.09 | $93,026.52 | 12.72% |
David Vollmer PFS Partners, LLC | 10 | $5,000 | $5,424.8 | $424.8 | 8.5% |
Benj Foor Frazier Financial Advisors, LLC | 45 | $22,488.24 | $26,005.05 | $3,516.81 | 15.64% |
Angela Kelley HTLF Bank | 584 | $273,393.6 | $309,096.61 | $35,703.01 | 13.06% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,170 | $606,781.43 | $634,701.58 | $27,920.15 | 4.6% |
Amir Har-El Savvy Advisors, Inc. | 2,175 | $1.32M | $1.13M | -$190,757.17 | -14.41% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 118 | $60,099 | $61,481.54 | $1,382.54 | 2.3% |
Owen McCabe Tyche Wealth Partners LLC | 831 | $391,669.67 | $463,257.55 | $71,587.88 | 18.28% |
United Advisor Group LLC United Advisor Group, LLC | 1,196 | $606,262.71 | $648,806.06 | $42,543.35 | 7.02% |
Jeff Ramsey Quotient Wealth Partners, LLC | 625 | $288,343.18 | $339,049.99 | $50,706.81 | 17.59% |
CARL LYMANGOOD Petros Family Wealth, LLC | 616 | $399,161.63 | $334,167.67 | -$64,993.96 | -16.28% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,018 | $620,288 | $552,244.62 | -$68,043.38 | -10.97% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 439 | $231,823 | $238,148.71 | $6,325.71 | 2.73% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 160 | $74,923.25 | $86,796.8 | $11,873.55 | 15.85% |
Jeffrey McGrath Cetera Trust Company, N.A | 18 | $8,427 | $10,391.76 | $1,964.76 | 23.32% |
Jonathon Gold Gold Investment Management Ltd. | 2,306 | $1.1M | $1.29M | $189,032.2 | 17.24% |