| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 28,115 | $6.94M | $7.67M | $730,209.8 | 10.52% |
Joseph C. Gissy Tactive Advisors, LLC | 89,610 | $18.21M | $23.88M | $5.67M | 31.14% |
David Vollmer PFS Partners, LLC | 59 | $13,825.33 | $15,721.14 | $1,895.81 | 13.71% |
Benj Foor Frazier Financial Advisors, LLC | 23 | $4,688.07 | $6,240.82 | $1,552.75 | 33.12% |
Derek Ripp Austin Wealth Management, LLC | 1,046 | $247,220.02 | $278,717.15 | $31,497.13 | 12.74% |
Angela Kelley HTLF Bank | 966 | $240,575.33 | $257,400.35 | $16,825.02 | 6.99% |
Lydia Gallas Harbour Trust & Investment Management Co | 14,163 | $3.3M | $3.77M | $474,318.57 | 14.38% |
Amir Har-El Savvy Advisors, Inc. | 9,052 | $2.32M | $2.41M | $96,312.09 | 4.16% |
Joseph Morrison Sentry LLC | 26,667 | $5.97M | $7.28M | $1.31M | 21.85% |
David W. Lewis Lewis Asset Management, LLC | 3,565 | $1.07M | $949,929.86 | -$118,196.75 | -11.07% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,817 | $466,865.47 | $750,617.79 | $283,752.32 | 60.78% |
Owen McCabe Tyche Wealth Partners LLC | 2,295 | $595,462.11 | $619,856.54 | $24,394.43 | 4.1% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,437 | $569,644.06 | $649,363 | $79,718.94 | 13.99% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,116 | $326,372.22 | $297,369.35 | -$29,002.87 | -8.89% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,747 | $688,623.73 | $731,965.59 | $43,341.86 | 6.29% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 353 | $83,619.2 | $94,060.38 | $10,441.18 | 12.49% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 104 | $24,823.76 | $27,711.84 | $2,888.08 | 11.63% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 30,188 | $7.34M | $8.04M | $704,465.61 | 9.6% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 14,596 | $3.64M | $3.89M | $249,691.73 | 6.86% |
Taylor Wagner Valued Wealth Advisors LLC | 311 | $81,289.92 | $82,869.06 | $1,579.14 | 1.94% |