| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 67,795 | $7.01M | $8.46M | $1.45M | 20.64% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 60,870 | $4.49M | $7.59M | $3.11M | 69.26% |
James Rankin Modern Wealth Management, LLC | 2,978 | $326,740.94 | $371,416.16 | $44,675.22 | 13.67% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 5,968 | $492,360.47 | $744,328.96 | $251,968.49 | 51.18% |
Angela Kelley HTLF Bank | 3,262 | $269,115.49 | $406,836.64 | $137,721.15 | 51.18% |
Amir Har-El Savvy Advisors, Inc. | 5,987 | $590,848.45 | $746,698.64 | $155,850.19 | 26.38% |
Joseph Morrison Sentry LLC | 2,630 | $201,892.25 | $328,013.6 | $126,121.35 | 62.47% |
David W. Lewis Lewis Asset Management, LLC | 3,935 | $354,260.68 | $490,773.2 | $136,512.52 | 38.53% |
Owen McCabe Tyche Wealth Partners LLC | 9,046 | $758,978.53 | $1.13M | $369,238.59 | 48.65% |
United Advisor Group LLC United Advisor Group, LLC | 4,084 | $453,121.68 | $509,356.48 | $56,234.8 | 12.41% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,793 | $256,785.98 | $348,342.96 | $91,556.98 | 35.65% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 2,611 | $215,408 | $325,643.92 | $110,235.92 | 51.18% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 8,354 | $921,190.39 | $1.04M | $120,720.49 | 13.1% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,143 | $184,437.51 | $267,274.96 | $82,837.45 | 44.91% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 220 | $19,355.27 | $27,438.4 | $8,083.13 | 41.76% |
Jeffrey McGrath Cetera Trust Company, N.A | 118 | $9,735 | $14,716.96 | $4,981.96 | 51.18% |
Kaitlin Theobald Sherrill & Hutchins Financial Advisory, Inc | 2,051 | $183,175.21 | $255,800.72 | $72,625.51 | 39.65% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 657 | $72,079 | $81,941.04 | $9,862.04 | 13.68% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 5,902 | $454,001.87 | $736,097.44 | $282,095.57 | 62.14% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 84,476 | $7.82M | $10.54M | $2.71M | 34.69% |