| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 689,071 | $29.16M | $32.41M | $3.25M | 11.14% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 32,526 | $1.63M | $1.52M | -$110,262.94 | -6.75% |
Teresa Douberly Burford Brothers, Inc. | 46,371 | $1.87M | $2.17M | $297,468.6 | 15.88% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 5,803 | $228,509.32 | $271,638.43 | $43,129.11 | 18.87% |
James Rankin Modern Wealth Management, LLC | 143,736 | $6.11M | $6.97M | $861,355.91 | 14.1% |
KKM Financial LLC KKM Financial LLC | 171,664 | $7.15M | $8.32M | $1.18M | 16.44% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 7,527 | $335,645.18 | $352,338.87 | $16,693.69 | 4.97% |
David Vollmer PFS Partners, LLC | 13,105 | $645,421.17 | $613,445.05 | -$31,976.12 | -4.95% |
Benj Foor Frazier Financial Advisors, LLC | 877 | $36,556.56 | $41,262.85 | $4,706.29 | 12.87% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 28,610 | $1.2M | $1.34M | $139,001.71 | 11.58% |
Angela Kelley HTLF Bank | 11,840 | $446,368.17 | $554,230.4 | $107,862.23 | 24.16% |
Lydia Gallas Harbour Trust & Investment Management Co | 16,606 | $626,046.4 | $777,326.86 | $151,280.46 | 24.16% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 13,851 | $544,930.42 | $648,365.31 | $103,434.89 | 18.98% |
Amir Har-El Savvy Advisors, Inc. | 124,634 | $5.21M | $5.83M | $622,364.95 | 11.94% |
Ann Keitner Quantum Portfolio Management LLC | 3,087 | $130,704 | $149,657.76 | $18,953.76 | 14.5% |
Joseph Morrison Sentry LLC | 8,157 | $309,249.7 | $395,451.36 | $86,201.66 | 27.87% |
David W. Lewis Lewis Asset Management, LLC | 20,215 | $788,905.45 | $946,264.15 | $157,358.7 | 19.95% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,060 | $44,880 | $49,618.6 | $4,738.6 | 10.56% |
Owen McCabe Tyche Wealth Partners LLC | 20,597 | $865,837.03 | $961,467.96 | $95,630.93 | 11.04% |
United Advisor Group LLC United Advisor Group, LLC | 70,247 | $3.02M | $3.29M | $266,285.4 | 8.81% |