| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 1,511 | $393,371.35 | $493,976.12 | $100,604.77 | 25.58% |
| AK Alisha Kamadia United Community Bank | 80 | $20,666.88 | $25,925.2 | $5,258.32 | 25.44% |
Greg Werlinich Werlinich Asset Management, LLC | 4,084 | $1.08M | $1.33M | $241,088.89 | 22.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,468 | $6.68M | $8.33M | $1.65M | 24.73% |
Robert Shea NEOS Investment Management LLC | 36,141 | $9.74M | $11.72M | $1.98M | 20.34% |
RENEE PILKENTON Exchange Bank | 5,026 | $1.14M | $1.64M | $504,610.06 | 44.28% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 750 | $225,308 | $245,422.5 | $20,114.5 | 8.93% |
James Rankin Modern Wealth Management, LLC | 1,200 | $326,533.63 | $389,484 | $62,950.37 | 19.28% |
David Vollmer PFS Partners, LLC | 210 | $66,064 | $68,071.5 | $2,007.5 | 3.04% |
Angela Kelley HTLF Bank | 2,327 | $551,109.89 | $757,531.58 | $206,421.69 | 37.46% |
Amir Har-El Savvy Advisors, Inc. | 1,900 | $553,029.18 | $616,721 | $63,691.82 | 11.52% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 10,851 | $2.57M | $3.53M | $965,299.2 | 37.63% |
Owen McCabe Tyche Wealth Partners LLC | 2,064 | $488,301.34 | $669,128.16 | $180,826.82 | 37.03% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,001 | $300,624.78 | $324,354.03 | $23,729.25 | 7.89% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 778 | $234,272.01 | $251,939.74 | $17,667.73 | 7.54% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,026 | $952,478.51 | $1.31M | $354,441.61 | 37.21% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 84 | $20,609.26 | $27,249.6 | $6,640.34 | 32.22% |
Jeffrey McGrath Cetera Trust Company, N.A | 23 | $5,437 | $7,456.37 | $2,019.37 | 37.14% |
Jonathon Gold Gold Investment Management Ltd. | 10,476 | $2.53M | $3.42M | $898,484.26 | 35.58% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 19,108 | $3.87M | $6.18M | $2.32M | 59.86% |