| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Douberly Burford Brothers, Inc. | 8,247 | $910,827.19 | $1.19M | $280,781.92 | 30.83% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 2,365 | $212,108.56 | $341,718.87 | $129,610.31 | 61.11% |
James Rankin Modern Wealth Management, LLC | 9,145 | $1.35M | $1.41M | $61,336.32 | 4.54% |
David Vollmer PFS Partners, LLC | 36 | $8,283.95 | $5,200.92 | -$3,083.03 | -37.22% |
Benj Foor Frazier Financial Advisors, LLC | 113 | $17,228.46 | $16,914.97 | -$313.49 | -1.82% |
Angela Kelley HTLF Bank | 3,046 | $433,810.62 | $440,116.57 | $6,305.95 | 1.45% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 4,511 | $642,793.64 | $651,704.17 | $8,910.53 | 1.39% |
Amir Har-El Savvy Advisors, Inc. | 3,097 | $318,677.39 | $447,485.56 | $128,808.17 | 40.42% |
Joseph Morrison Sentry LLC | 2,720 | $441,634.94 | $420,185.6 | -$21,449.34 | -4.86% |
David W. Lewis Lewis Asset Management, LLC | 2,908 | $297,283.96 | $420,176.95 | $122,892.99 | 41.34% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,063 | $138,838 | $153,592.88 | $14,754.88 | 10.63% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,228 | $270,071 | $321,923.74 | $51,852.74 | 19.2% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,578 | $206,102 | $228,005.24 | $21,903.24 | 10.63% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,171 | $125,019.92 | $169,197.8 | $44,177.88 | 35.34% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,303 | $327,993.55 | $354,662 | $26,668.45 | 8.13% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,052 | $149,742 | $152,003.49 | $2,261.49 | 1.51% |
| WG William Garver Leibman Financial Services, Inc. | 20,895 | $2.46M | $3.02M | $557,797.51 | 22.66% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,198 | $592,689.22 | $751,059.07 | $158,369.85 | 26.72% |
Taylor Wagner Valued Wealth Advisors LLC | 323 | $40,488.53 | $46,670.27 | $6,181.74 | 15.27% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 19,539 | $2.36M | $2.82M | $460,761.6 | 19.5% |