| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 34,718 | $8.97M | $13.41M | $4.44M | 49.54% |
RENEE PILKENTON Exchange Bank | 773 | $204,480.34 | $296,306.36 | $91,826.02 | 44.91% |
Savoie Capital LLC Savoie Capital LLC | 10,000 | $1.9M | $3.82M | $1.92M | 100.72% |
Charles Corkery PUREfi Wealth, LLC | 2,036 | $552,377.67 | $788,217.04 | $235,839.37 | 42.7% |
James Rankin Modern Wealth Management, LLC | 2,138 | $595,287.45 | $812,888.98 | $217,601.53 | 36.55% |
KKM Financial LLC KKM Financial LLC | 8,370 | $2.43M | $3.21M | $777,489.25 | 32.02% |
David Vollmer PFS Partners, LLC | 10 | $1,565 | $3,865.6 | $2,300.6 | 147% |
Benj Foor Frazier Financial Advisors, LLC | 428 | $124,145.76 | $165,640.28 | $41,494.52 | 33.42% |
Angela Kelley HTLF Bank | 2,513 | $478,701.3 | $974,566.53 | $495,865.23 | 103.59% |
Amir Har-El Savvy Advisors, Inc. | 1,826 | $531,523.95 | $701,366.6 | $169,842.65 | 31.95% |
Ann Keitner Quantum Portfolio Management LLC | 462 | $152,515 | $178,022.46 | $25,507.46 | 16.72% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,159 | $573,646.09 | $1.23M | $658,363.91 | 114.77% |
United Advisor Group LLC United Advisor Group, LLC | 1,006 | $243,629.86 | $387,687.25 | $144,057.39 | 59.13% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,584 | $333,902.05 | $610,885.44 | $276,983.39 | 82.95% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,518 | $314,333.14 | $585,735.48 | $271,402.34 | 86.34% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 546 | $112,115.36 | $208,752.18 | $96,636.82 | 86.19% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,973 | $595,794.09 | $757,414.99 | $161,620.9 | 27.13% |
Taylor Wagner Valued Wealth Advisors LLC | 381 | $82,926.64 | $148,258.53 | $65,331.89 | 78.78% |
Darin Sadow Freestone Grove Partners LP | 135,584 | $37.86M | $51.54M | $13.68M | 36.15% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 845 | $278,951 | $325,278.52 | $46,327.52 | 16.61% |