| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 49,862 | $19.64M | $19.85M | $205,079.08 | 1.04% |
Savoie Capital LLC Savoie Capital LLC | 20,500 | $6.4M | $8.39M | $2M | 31.25% |
Charles Corkery PUREfi Wealth, LLC | 3,743 | $1.3M | $1.5M | $201,121.34 | 15.49% |
Mark Weber DecisionMap Wealth Management, LLC | 659 | $273,900 | $262,749.89 | -$11,150.11 | -4.07% |
Riley Stephenson Stephenson & Company, Inc. | 679 | $282,213 | $279,445.84 | -$2,767.16 | -0.98% |
James Rankin Modern Wealth Management, LLC | 6,669 | $3.12M | $2.74M | -$386,261.76 | -12.37% |
KKM Financial LLC KKM Financial LLC | 38,062 | $16.07M | $15.17M | -$898,876.27 | -5.59% |
Joseph C. Gissy Tactive Advisors, LLC | 1,185 | $461,058.55 | $475,196.85 | $14,138.3 | 3.07% |
David Vollmer PFS Partners, LLC | 33 | $9,528.15 | $13,233.66 | $3,705.51 | 38.89% |
Benj Foor Frazier Financial Advisors, LLC | 1,120 | $449,064.42 | $449,355.2 | $290.78 | 0.06% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 923 | $301,442.74 | $370,413.74 | $68,971 | 22.88% |
Angela Kelley HTLF Bank | 1,423 | $748,977.82 | $570,409.55 | -$178,568.27 | -23.84% |
Lydia Gallas Harbour Trust & Investment Management Co | 717 | $356,892.12 | $285,423.36 | -$71,468.76 | -20.03% |
Amir Har-El Savvy Advisors, Inc. | 12,367 | $5.03M | $5.09M | $51,305.92 | 1.02% |
David W. Lewis Lewis Asset Management, LLC | 4,035 | $1.48M | $1.62M | $138,478.41 | 9.35% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,619 | $1.61M | $1.85M | $241,066.47 | 14.96% |
Owen McCabe Tyche Wealth Partners LLC | 5,150 | $2.42M | $2.07M | -$357,607.15 | -14.76% |
United Advisor Group LLC United Advisor Group, LLC | 2,980 | $1.25M | $1.19M | -$53,398.28 | -4.29% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,712 | $1.72M | $1.49M | -$233,437 | -13.57% |
CARL LYMANGOOD Petros Family Wealth, LLC | 8,931 | $4.22M | $3.56M | -$657,420.81 | -15.58% |