| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 4,828 | $900,001.42 | $2.16M | $1.26M | 139.59% |
Derek Ripp Austin Wealth Management, LLC | 516 | $373,068 | $230,461.08 | -$142,606.92 | -38.23% |
Angela Kelley HTLF Bank | 4,275 | $696,867.87 | $1.91M | $1.21M | 173.99% |
Amir Har-El Savvy Advisors, Inc. | 13,630 | $5.54M | $5.82M | $282,123.24 | 5.1% |
Ann Keitner Quantum Portfolio Management LLC | 565 | $408,495 | $252,345.95 | -$156,149.05 | -38.23% |
Joseph Morrison Sentry LLC | 3,742 | $459,630 | $1.67M | $1.21M | 263.62% |
David W. Lewis Lewis Asset Management, LLC | 2,500 | $431,360.94 | $1.12M | $685,214.06 | 158.85% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 641 | $444,397.26 | $273,001.9 | -$171,395.36 | -38.57% |
Owen McCabe Tyche Wealth Partners LLC | 491 | $355,329 | $219,295.33 | -$136,033.67 | -38.28% |
United Advisor Group LLC United Advisor Group, LLC | 3,268 | $833,950.02 | $1.46M | $625,636.82 | 75.02% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,480 | $693,224.25 | $1.55M | $861,048.15 | 124.21% |
CARL LYMANGOOD Petros Family Wealth, LLC | 412 | $297,850 | $184,011.56 | -$113,838.44 | -38.22% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 400 | $289,550 | $178,652 | -$110,898 | -38.3% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 308 | $222,331 | $137,562.04 | -$84,768.96 | -38.13% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 324 | $56,616.98 | $139,320 | $82,703.02 | 146.07% |
Jeffrey McGrath Cetera Trust Company, N.A | 998 | $161,746 | $445,736.74 | $283,990.74 | 175.58% |
Jonathon Gold Gold Investment Management Ltd. | 30,195 | $4.98M | $13.49M | $8.5M | 170.55% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,446 | $281,073.88 | $645,826.98 | $364,753.1 | 129.77% |
PETER KRUSSEL Southland Equity Partners LLC | 1,704 | $310,056.8 | $761,057.52 | $451,000.72 | 145.46% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 60,903 | $8.63M | $27.2M | $18.57M | 215.33% |