| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 28,111 | $5.13M | $7.75M | $2.63M | 51.22% |
Robert Shea NEOS Investment Management LLC | 625,863 | $116.29M | $172.58M | $56.28M | 48.4% |
RENEE PILKENTON Exchange Bank | 6,779 | $1.22M | $1.87M | $648,666.96 | 53.14% |
Teresa Douberly Burford Brothers, Inc. | 7,294 | $1.25M | $2.01M | $761,162.76 | 60.89% |
Charles Corkery PUREfi Wealth, LLC | 1,164 | $224,435.82 | $320,961.35 | $96,525.53 | 43.01% |
James Rankin Modern Wealth Management, LLC | 27,771 | $5.33M | $7.66M | $2.33M | 43.62% |
Joseph C. Gissy Tactive Advisors, LLC | 844 | $251,571 | $232,724.55 | -$18,846.45 | -7.49% |
Menachem Striks Morton Capital Management LLC/CA | 2,903 | $547,625.36 | $800,473.19 | $252,847.83 | 46.17% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 2,246 | $463,938.35 | $619,312.02 | $155,373.67 | 33.49% |
David Vollmer PFS Partners, LLC | 1,094 | $316,925.01 | $301,659.56 | -$15,265.45 | -4.82% |
Benj Foor Frazier Financial Advisors, LLC | 246 | $47,319.23 | $70,375.68 | $23,056.45 | 48.73% |
Derek Ripp Austin Wealth Management, LLC | 1,346 | $213,035.01 | $371,146.03 | $158,111.02 | 74.22% |
Angela Kelley HTLF Bank | 2,591 | $441,661.88 | $714,442.31 | $272,780.43 | 61.76% |
Amir Har-El Savvy Advisors, Inc. | 13,502 | $2.57M | $3.72M | $1.15M | 44.69% |
Joseph Morrison Sentry LLC | 5,202 | $966,394.89 | $1.43M | $468,004.54 | 48.43% |
David W. Lewis Lewis Asset Management, LLC | 1,145 | $222,691.75 | $315,722.29 | $93,030.54 | 41.78% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,186 | $322,017.55 | $878,507.61 | $556,490.06 | 172.81% |
Owen McCabe Tyche Wealth Partners LLC | 27,090 | $4.78M | $7.52M | $2.74M | 57.34% |
United Advisor Group LLC United Advisor Group, LLC | 1,440 | $285,328.69 | $397,065.59 | $111,736.9 | 39.16% |
Jeff Ramsey Quotient Wealth Partners, LLC | 18,042 | $3.1M | $4.97M | $1.87M | 60.26% |