| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 479,793 | $59.42M | $88.03M | $28.61M | 48.15% |
Teresa Douberly Burford Brothers, Inc. | 5,116 | $532,964.92 | $954,926.98 | $421,962.06 | 79.17% |
Charles Corkery PUREfi Wealth, LLC | 6,720 | $781,267.2 | $1.25M | $466,502.4 | 59.71% |
James Rankin Modern Wealth Management, LLC | 112,640 | $14.27M | $21.22M | $6.95M | 48.69% |
KKM Financial LLC KKM Financial LLC | 31,824 | $3.65M | $5.96M | $2.32M | 63.59% |
Joseph C. Gissy Tactive Advisors, LLC | 35,580 | $4.83M | $6.6M | $1.77M | 36.58% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 5,824 | $724,109.94 | $1.08M | $355,601.42 | 49.11% |
Benj Foor Frazier Financial Advisors, LLC | 3,839 | $407,378.39 | $708,295.5 | $300,917.11 | 73.87% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,045 | $353,333.47 | $565,212.9 | $211,879.43 | 59.97% |
Angela Kelley HTLF Bank | 4,550 | $458,038.29 | $845,481 | $387,442.71 | 84.59% |
Lydia Gallas Harbour Trust & Investment Management Co | 20,690 | $2.04M | $3.86M | $1.81M | 88.68% |
Scott L. Comeau BCU Wealth Advisors, LLC | 1,803 | $228,572.35 | $330,796.41 | $102,224.06 | 44.72% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,090 | $398,195 | $390,558.3 | -$7,636.7 | -1.92% |
Amir Har-El Savvy Advisors, Inc. | 305,785 | $41.1M | $57.41M | $16.31M | 39.68% |
Kevin M. Fox Fox Financial, Inc | 97,401 | $9.41M | $17.93M | $8.52M | 90.56% |
David W. Lewis Lewis Asset Management, LLC | 7,073 | $777,421.73 | $1.31M | $534,831.96 | 68.8% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,857 | $177,190.75 | $340,592.37 | $163,401.62 | 92.22% |
Owen McCabe Tyche Wealth Partners LLC | 11,550 | $1.22M | $2.14M | $919,169.48 | 75.33% |
William Ramsay Financial Symmetry Inc | 1,468 | $206,885.24 | $275,939.96 | $69,054.72 | 33.38% |
United Advisor Group LLC United Advisor Group, LLC | 17,127 | $1.97M | $3.15M | $1.18M | 60.15% |