| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 2,207 | $875,185.71 | $856,933.96 | -$18,251.75 | -2.09% |
RENEE PILKENTON Exchange Bank | 636 | $282,793.87 | $246,946.08 | -$35,847.79 | -12.68% |
Teresa Douberly Burford Brothers, Inc. | 22,258 | $5.48M | $8.64M | $3.17M | 57.82% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,296 | $448,125.12 | $505,932.61 | $57,807.49 | 12.9% |
Scott McMillan White Wing Wealth Management | 4,631 | $1.12M | $1.8M | $676,212.16 | 60.27% |
Charles Corkery PUREfi Wealth, LLC | 1,373 | $474,678.38 | $533,108.44 | $58,430.06 | 12.31% |
Mark Weber DecisionMap Wealth Management, LLC | 2,564 | $993,776.97 | $995,549.92 | $1,772.95 | 0.18% |
James Rankin Modern Wealth Management, LLC | 31,057 | $10.16M | $12.07M | $1.91M | 18.79% |
KKM Financial LLC KKM Financial LLC | 3,845 | $950,997.41 | $1.49M | $541,804.61 | 56.97% |
Joseph C. Gissy Tactive Advisors, LLC | 6,926 | $2.14M | $2.69M | $547,559.17 | 25.57% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,002 | $667,867.1 | $777,266.49 | $109,399.39 | 16.38% |
Menachem Striks Morton Capital Management LLC/CA | 1,159 | $320,834.65 | $449,975.95 | $129,141.3 | 40.25% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 8,458 | $2.27M | $3.28M | $1.02M | 44.86% |
David Vollmer PFS Partners, LLC | 591 | $178,989.15 | $229,603.5 | $50,614.35 | 28.28% |
Benj Foor Frazier Financial Advisors, LLC | 671 | $190,005.07 | $260,683.5 | $70,678.43 | 37.2% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 805 | $258,279.02 | $312,742.5 | $54,463.48 | 21.09% |
Derek Ripp Austin Wealth Management, LLC | 2,555 | $765,013.78 | $991,965.97 | $226,952.19 | 29.67% |
Angela Kelley HTLF Bank | 1,103 | $445,436 | $428,515.5 | -$16,920.5 | -3.8% |
Lydia Gallas Harbour Trust & Investment Management Co | 575 | $255,713.69 | $223,387.5 | -$32,326.19 | -12.64% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,571 | $488,687.73 | $614,355.26 | $125,667.53 | 25.72% |