| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 9,366 | $1.93M | $2.74M | $810,283.36 | 42.08% |
Teresa Douberly Burford Brothers, Inc. | 1,877 | $461,847.04 | $548,328.01 | $86,480.97 | 18.73% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,991 | $435,663.2 | $581,630.83 | $145,967.63 | 33.5% |
Charles Corkery PUREfi Wealth, LLC | 1,972 | $452,772.17 | $576,080.36 | $123,308.19 | 27.23% |
Mark Weber DecisionMap Wealth Management, LLC | 1,449 | $339,744.27 | $423,296.37 | $83,552.1 | 24.59% |
James Rankin Modern Wealth Management, LLC | 8,501 | $2.1M | $2.5M | $394,458.59 | 18.76% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,266 | $289,277.71 | $369,836.58 | $80,558.87 | 27.85% |
Menachem Striks Morton Capital Management LLC/CA | 972 | $235,914.23 | $283,950.36 | $48,036.13 | 20.36% |
David Vollmer PFS Partners, LLC | 24 | $5,558.58 | $7,011.12 | $1,452.54 | 26.13% |
Benj Foor Frazier Financial Advisors, LLC | 370 | $91,526.47 | $108,435.9 | $16,909.43 | 18.47% |
Angela Kelley HTLF Bank | 2,396 | $588,505.8 | $699,943.48 | $111,437.68 | 18.94% |
Amir Har-El Savvy Advisors, Inc. | 9,532 | $2.23M | $2.78M | $554,230.07 | 24.85% |
Ann Keitner Quantum Portfolio Management LLC | 1,325 | $360,400 | $389,125.99 | $28,725.99 | 7.97% |
Cindi Hill Keener Financial Planning LLC | 1,147 | $274,453.62 | $335,073.11 | $60,619.49 | 22.09% |
David W. Lewis Lewis Asset Management, LLC | 1,306 | $318,165.94 | $381,521.78 | $63,355.84 | 19.91% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,432 | $536,806.76 | $710,460.16 | $173,653.4 | 32.35% |
Owen McCabe Tyche Wealth Partners LLC | 7,493 | $1.84M | $2.21M | $376,702.37 | 20.5% |
United Advisor Group LLC United Advisor Group, LLC | 870 | $236,585 | $254,153.1 | $17,568.1 | 7.43% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,154 | $758,119.75 | $921,378.02 | $163,258.27 | 21.53% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,506 | $368,294 | $439,947.78 | $71,653.78 | 19.46% |