| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 952 | $461,789.6 | $530,987.52 | $69,197.92 | 14.98% |
| AK Alisha Kamadia United Community Bank | 41 | $21,478.59 | $22,539.95 | $1,061.36 | 4.94% |
Greg Werlinich Werlinich Asset Management, LLC | 7,048 | $2.29M | $3.95M | $1.65M | 72% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,000 | $440,580.63 | $558,285 | $117,704.37 | 26.72% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,777 | $2.53M | $2.67M | $145,493.7 | 5.76% |
Robert Shea NEOS Investment Management LLC | 21,670 | $11.91M | $11.92M | $13,713.2 | 0.12% |
RENEE PILKENTON Exchange Bank | 478 | $217,872.03 | $270,275.54 | $52,403.51 | 24.05% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 419 | $218,205.95 | $228,179.02 | $9,973.07 | 4.57% |
James Rankin Modern Wealth Management, LLC | 1,407 | $731,292.57 | $787,666.74 | $56,374.17 | 7.71% |
David Vollmer PFS Partners, LLC | 10 | $5,000 | $5,613.5 | $613.5 | 12.27% |
Benj Foor Frazier Financial Advisors, LLC | 45 | $22,488.24 | $25,336.8 | $2,848.56 | 12.67% |
Angela Kelley HTLF Bank | 584 | $273,393.6 | $319,909.36 | $46,515.76 | 17.01% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,094 | $567,868.67 | $614,116.88 | $46,248.21 | 8.14% |
Amir Har-El Savvy Advisors, Inc. | 2,583 | $1.53M | $1.44M | -$91,044.23 | -5.94% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 143 | $72,186.06 | $78,931.71 | $6,745.65 | 9.34% |
Owen McCabe Tyche Wealth Partners LLC | 831 | $391,669.67 | $456,975.21 | $65,305.54 | 16.67% |
United Advisor Group LLC United Advisor Group, LLC | 1,196 | $606,262.71 | $657,178.08 | $50,915.37 | 8.4% |
Jeff Ramsey Quotient Wealth Partners, LLC | 613 | $282,599.26 | $337,009.01 | $54,409.75 | 19.25% |
CARL LYMANGOOD Petros Family Wealth, LLC | 616 | $399,161.63 | $347,688.88 | -$51,472.75 | -12.9% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,018 | $620,288 | $569,560.82 | -$50,727.18 | -8.18% |