| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 563 | $223,685 | $200,270.36 | -$23,414.64 | -10.47% |
Savoie Capital LLC Savoie Capital LLC | 19,858 | $2.5M | $7.33M | $4.83M | 193.15% |
James Rankin Modern Wealth Management, LLC | 8,789 | $1.8M | $3.24M | $1.44M | 79.67% |
KKM Financial LLC KKM Financial LLC | 72,971 | $15.7M | $26.01M | $10.32M | 65.72% |
Joseph C. Gissy Tactive Advisors, LLC | 1,224 | $245,100.63 | $419,428.08 | $174,327.45 | 71.12% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,346 | $234,012.7 | $459,564.78 | $225,552.08 | 96.38% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,489 | $299,286.63 | $527,805.83 | $228,519.2 | 76.35% |
David Vollmer PFS Partners, LLC | 300 | $27,838.2 | $102,459 | $74,620.8 | 268.05% |
Benj Foor Frazier Financial Advisors, LLC | 192 | $32,397.62 | $65,559.36 | $33,161.74 | 102.36% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 21,952 | $3.73M | $7.63M | $3.91M | 104.84% |
Angela Kelley HTLF Bank | 2,956 | $435,563.89 | $1.02M | $582,600.75 | 133.76% |
Lydia Gallas Harbour Trust & Investment Management Co | 69,760 | $11.6M | $24.47M | $12.88M | 111.04% |
Amir Har-El Savvy Advisors, Inc. | 22,333 | $4.07M | $8.26M | $4.19M | 102.93% |
David W. Lewis Lewis Asset Management, LLC | 2,483 | $431,743.08 | $852,637.37 | $420,894.29 | 97.49% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 562 | $191,653 | $192,209.62 | $556.62 | 0.29% |
Owen McCabe Tyche Wealth Partners LLC | 7,736 | $1.74M | $2.65M | $918,255.96 | 52.92% |
United Advisor Group LLC United Advisor Group, LLC | 4,083 | $1.04M | $1.39M | $345,904.69 | 33.16% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,310 | $1.52M | $3.18M | $1.67M | 110.11% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,103 | $376,145 | $393,473.19 | $17,328.19 | 4.61% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 23,348 | $4.03M | $8.61M | $4.58M | 113.57% |