| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,482 | $268,620.27 | $362,541.66 | $93,921.39 | 34.96% |
Courtney Haddad Concurrent Investment Advisors, LLC | 50,804 | $9.27M | $12.43M | $3.16M | 34.05% |
RENEE PILKENTON Exchange Bank | 2,791 | $543,547.53 | $682,762.33 | $139,214.8 | 25.61% |
Scott McMillan White Wing Wealth Management | 972 | $203,759.66 | $237,780.36 | $34,020.7 | 16.7% |
Charles Corkery PUREfi Wealth, LLC | 960 | $203,355.42 | $234,844.8 | $31,489.38 | 15.48% |
Mark Weber DecisionMap Wealth Management, LLC | 1,336 | $264,768.58 | $326,825.68 | $62,057.1 | 23.44% |
James Rankin Modern Wealth Management, LLC | 16,242 | $3.79M | $4.09M | $293,819.11 | 7.75% |
Joseph C. Gissy Tactive Advisors, LLC | 2,603 | $513,454.14 | $636,771.89 | $123,317.75 | 24.02% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,324 | $667,626.97 | $813,150.12 | $145,523.15 | 21.8% |
Benj Foor Frazier Financial Advisors, LLC | 32 | $6,309.74 | $7,993.92 | $1,684.18 | 26.69% |
Derek Ripp Austin Wealth Management, LLC | 1,261 | $263,835.69 | $308,478.43 | $44,642.74 | 16.92% |
Angela Kelley HTLF Bank | 62,778 | $11.3M | $15.36M | $4.05M | 35.86% |
Amir Har-El Savvy Advisors, Inc. | 10,151 | $2.07M | $2.48M | $414,013.65 | 20.01% |
Cindi Hill Keener Financial Planning LLC | 1,138 | $276,522.63 | $278,388.94 | $1,866.31 | 0.67% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 313 | $54,901.51 | $76,569.19 | $21,667.68 | 39.47% |
Owen McCabe Tyche Wealth Partners LLC | 2,660 | $479,675.22 | $658,961.8 | $179,286.58 | 37.38% |
United Advisor Group LLC United Advisor Group, LLC | 5,972 | $1.18M | $1.46M | $277,647.65 | 23.46% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,377 | $1.87M | $2.54M | $665,101.72 | 35.5% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,606 | $1.25M | $1.65M | $398,712.48 | 31.86% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 6,262 | $1.25M | $1.53M | $280,771.25 | 22.44% |