| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,155 | $445,270.01 | $601,503.6 | $156,233.59 | 35.09% |
| AK Alisha Kamadia United Community Bank | 383 | $72,499.58 | $107,420.01 | $34,920.43 | 48.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 37,851 | $8.03M | $10.56M | $2.54M | 31.58% |
Robert Shea NEOS Investment Management LLC | 693,419 | $136.43M | $194.6M | $58.17M | 42.63% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 1,567 | $467,196 | $437,381.04 | -$29,814.96 | -6.38% |
RENEE PILKENTON Exchange Bank | 6,779 | $1.22M | $1.9M | $681,206.23 | 55.81% |
Teresa Douberly Burford Brothers, Inc. | 7,294 | $1.25M | $2.06M | $808,865.59 | 64.7% |
Charles Corkery PUREfi Wealth, LLC | 1,164 | $224,435.82 | $327,258.6 | $102,822.78 | 45.81% |
James Rankin Modern Wealth Management, LLC | 27,156 | $5.22M | $7.55M | $2.33M | 44.51% |
Joseph C. Gissy Tactive Advisors, LLC | 827 | $246,503.81 | $233,222.27 | -$13,281.54 | -5.39% |
Menachem Striks Morton Capital Management LLC/CA | 2,903 | $547,625.36 | $820,068.47 | $272,443.11 | 49.75% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 2,246 | $463,938.35 | $630,182.9 | $166,244.55 | 35.83% |
David Vollmer PFS Partners, LLC | 1,094 | $316,925.01 | $307,047.4 | -$9,877.61 | -3.12% |
Benj Foor Frazier Financial Advisors, LLC | 246 | $47,319.23 | $68,904.6 | $21,585.37 | 45.62% |
Derek Ripp Austin Wealth Management, LLC | 1,346 | $213,035.01 | $369,786.58 | $156,751.57 | 73.58% |
Angela Kelley HTLF Bank | 2,591 | $441,661.88 | $728,822.39 | $287,160.51 | 65.02% |
Amir Har-El Savvy Advisors, Inc. | 16,217 | $3.38M | $4.5M | $1.11M | 32.96% |
Joseph Morrison Sentry LLC | 5,202 | $966,394.89 | $1.46M | $497,447.91 | 51.47% |
David W. Lewis Lewis Asset Management, LLC | 1,426 | $301,413.33 | $401,832.54 | $100,419.21 | 33.32% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,164 | $320,245.23 | $883,293.88 | $563,048.65 | 175.82% |