| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 22,863 | $4.81M | $6.54M | $1.73M | 36.01% |
Angela Kelley HTLF Bank | 30,812 | $4.77M | $8.8M | $4.02M | 84.21% |
Lydia Gallas Harbour Trust & Investment Management Co | 14,893 | $2.31M | $4.25M | $1.94M | 84.1% |
Scott L. Comeau BCU Wealth Advisors, LLC | 5,134 | $811,951.75 | $1.48M | $666,434.89 | 82.08% |
Amir Har-El Savvy Advisors, Inc. | 60,465 | $12.98M | $17.2M | $4.22M | 32.5% |
Ann Keitner Quantum Portfolio Management LLC | 744 | $187,220 | $211,902.36 | $24,682.36 | 13.18% |
Joseph Morrison Sentry LLC | 8,169 | $1.29M | $2.32M | $1.03M | 79.62% |
David W. Lewis Lewis Asset Management, LLC | 15,890 | $2.89M | $4.52M | $1.63M | 56.4% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 7,964 | $878,440.29 | $2.27M | $1.4M | 158.81% |
Owen McCabe Tyche Wealth Partners LLC | 17,400 | $3.05M | $4.96M | $1.9M | 62.39% |
William Ramsay Financial Symmetry Inc | 1,771 | $433,344.2 | $508,648.91 | $75,304.71 | 17.38% |
United Advisor Group LLC United Advisor Group, LLC | 5,691 | $1.19M | $1.62M | $430,828.88 | 36.19% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,682 | $1.92M | $3.05M | $1.12M | 58.46% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,295 | $243,901.93 | $366,718.1 | $122,816.17 | 50.35% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 32,458 | $5.19M | $9.25M | $4.06M | 78.2% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,674 | $339,365.6 | $476,956.08 | $137,590.48 | 40.54% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 9,700 | $1.76M | $2.76M | $999,087.6 | 56.81% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,561 | $444,214.35 | $734,251.5 | $290,037.15 | 65.29% |
Jeffrey McGrath Cetera Trust Company, N.A | 668 | $103,520 | $190,326.56 | $86,806.56 | 83.85% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 34 | $5,831.68 | $9,704.62 | $3,872.94 | 66.41% |