| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 5,868 | $1.44M | $1.7M | $256,299.12 | 17.8% |
| AK Alisha Kamadia United Community Bank | 366 | $84,370.6 | $105,137.16 | $20,766.56 | 24.61% |
Greg Werlinich Werlinich Asset Management, LLC | 37,040 | $8.16M | $10.67M | $2.51M | 30.69% |
Courtney Haddad Concurrent Investment Advisors, LLC | 35,451 | $8.28M | $10.25M | $1.97M | 23.79% |
Robert Shea NEOS Investment Management LLC | 96,671 | $22.94M | $27.77M | $4.83M | 21.06% |
RENEE PILKENTON Exchange Bank | 9,248 | $1.9M | $2.69M | $784,143.11 | 41.23% |
Teresa Douberly Burford Brothers, Inc. | 1,877 | $461,847.04 | $545,099.57 | $83,252.53 | 18.03% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,993 | $436,207.39 | $578,607.76 | $142,400.37 | 32.65% |
Charles Corkery PUREfi Wealth, LLC | 1,972 | $452,772.17 | $569,691.08 | $116,918.91 | 25.82% |
Mark Weber DecisionMap Wealth Management, LLC | 1,449 | $339,744.27 | $419,731.83 | $79,987.56 | 23.54% |
James Rankin Modern Wealth Management, LLC | 8,501 | $2.1M | $2.45M | $351,953.68 | 16.74% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,266 | $289,277.71 | $363,050.82 | $73,773.11 | 25.5% |
Menachem Striks Morton Capital Management LLC/CA | 972 | $235,914.23 | $282,191.04 | $46,276.81 | 19.62% |
David Vollmer PFS Partners, LLC | 24 | $5,558.58 | $6,893.28 | $1,334.7 | 24.01% |
Benj Foor Frazier Financial Advisors, LLC | 370 | $91,526.47 | $106,301 | $14,774.53 | 16.14% |
Angela Kelley HTLF Bank | 2,396 | $588,505.8 | $691,461.64 | $102,955.84 | 17.49% |
Amir Har-El Savvy Advisors, Inc. | 10,011 | $2.36M | $2.89M | $529,036.4 | 22.41% |
Ann Keitner Quantum Portfolio Management LLC | 1,325 | $360,400 | $380,520.12 | $20,120.12 | 5.58% |
Cindi Hill Keener Financial Planning LLC | 1,147 | $274,453.62 | $330,381.88 | $55,928.26 | 20.38% |
David W. Lewis Lewis Asset Management, LLC | 2,045 | $519,259.23 | $588,366.95 | $69,107.72 | 13.31% |