| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa S. Kampmann Kampmann Melissa S. | 11,680 | $1.22M | $1.32M | $106,872 | 8.78% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,581 | $216,287.38 | $292,556.35 | $76,268.97 | 35.26% |
| AK Alisha Kamadia United Community Bank | 340 | $39,362 | $38,539 | -$823 | -2.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 36,863 | $3.48M | $4.18M | $702,440.12 | 20.21% |
Robert Shea NEOS Investment Management LLC | 46,523 | $4.73M | $5.27M | $548,146.54 | 11.6% |
Charles Corkery PUREfi Wealth, LLC | 3,223 | $337,031.65 | $365,327.05 | $28,295.4 | 8.4% |
James Rankin Modern Wealth Management, LLC | 8,646 | $804,458.64 | $980,024.1 | $175,565.46 | 21.82% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 5,133 | $427,476.41 | $581,825.55 | $154,349.14 | 36.11% |
David Vollmer PFS Partners, LLC | 130 | $13,834.99 | $14,735.5 | $900.51 | 6.51% |
Angela Kelley HTLF Bank | 2,875 | $241,783.16 | $325,881.25 | $84,098.09 | 34.78% |
Amir Har-El Savvy Advisors, Inc. | 4,931 | $565,277.22 | $558,928.85 | -$6,348.37 | -1.12% |
Ann Keitner Quantum Portfolio Management LLC | 4,350 | $469,070.16 | $493,072.5 | $24,002.34 | 5.12% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,542 | $304,587.56 | $514,835.7 | $210,248.14 | 69.03% |
Owen McCabe Tyche Wealth Partners LLC | 6,875 | $707,004.56 | $779,281.25 | $72,276.69 | 10.22% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 9,571 | $805,471.86 | $1.08M | $279,400.99 | 34.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 496 | $41,990.31 | $56,221.6 | $14,231.29 | 33.89% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 177 | $20,491 | $20,062.95 | -$428.05 | -2.09% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,674 | $307,168.7 | $303,097.9 | -$4,070.8 | -1.33% |
Taylor Wagner Valued Wealth Advisors LLC | 343 | $27,649.17 | $38,879.05 | $11,229.88 | 40.62% |
Steven JE Manders BKM Wealth Management, LLC | 22,211 | $2.05M | $2.52M | $467,128.44 | 22.78% |