| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 28,389 | $1.49M | $3.38M | $1.89M | 126.59% |
Teresa Douberly Burford Brothers, Inc. | 23,921 | $1.31M | $2.84M | $1.53M | 116.93% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 45,421 | $2.35M | $5.41M | $3.05M | 129.77% |
Savoie Capital LLC Savoie Capital LLC | 17,334 | $1.04M | $2.05M | $1.01M | 96.4% |
Charles Corkery PUREfi Wealth, LLC | 60,696 | $6.47M | $7.22M | $758,337.43 | 11.73% |
Mark Weber DecisionMap Wealth Management, LLC | 3,985 | $443,993.67 | $474,254.85 | $30,261.18 | 6.82% |
James Rankin Modern Wealth Management, LLC | 101,893 | $8.87M | $12.06M | $3.18M | 35.88% |
KKM Financial LLC KKM Financial LLC | 9,962 | $525,763.98 | $1.18M | $653,836.44 | 124.36% |
Joseph C. Gissy Tactive Advisors, LLC | 2,838 | $300,494.6 | $335,919.87 | $35,425.27 | 11.79% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 7,977 | $626,651.37 | $944,636.34 | $317,984.97 | 50.74% |
Menachem Striks Morton Capital Management LLC/CA | 2,198 | $266,826.82 | $261,649.92 | -$5,176.9 | -1.94% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 2,418 | $174,119.44 | $287,621.1 | $113,501.66 | 65.19% |
David Vollmer PFS Partners, LLC | 372 | $32,574.58 | $44,219.64 | $11,645.06 | 35.75% |
Benj Foor Frazier Financial Advisors, LLC | 2,907 | $197,889.68 | $345,685.9 | $147,796.22 | 74.69% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,528 | $235,211.58 | $300,604.48 | $65,392.9 | 27.8% |
Angela Kelley HTLF Bank | 101,567 | $5.34M | $12.06M | $6.73M | 126.02% |
Lydia Gallas Harbour Trust & Investment Management Co | 12,905 | $727,998.89 | $1.54M | $808,212.31 | 111.02% |
Scott L. Comeau BCU Wealth Advisors, LLC | 2,971 | $248,450.09 | $352,212.05 | $103,761.96 | 41.76% |
Amir Har-El Savvy Advisors, Inc. | 109,728 | $10.67M | $13M | $2.33M | 21.81% |
Ann Keitner Quantum Portfolio Management LLC | 8,713 | $879,068.36 | $1.03M | $155,363.4 | 17.67% |