| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Gissy Tactive Advisors, LLC | 2,651 | $657,286.87 | $885,990.71 | $228,703.84 | 34.8% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,622 | $621,268.33 | $876,534.6 | $255,266.27 | 41.09% |
Menachem Striks Morton Capital Management LLC/CA | 5,025 | $985,370.69 | $1.7M | $710,416.06 | 72.1% |
David Vollmer PFS Partners, LLC | 420 | $111,495.31 | $139,763.4 | $28,268.09 | 25.35% |
Benj Foor Frazier Financial Advisors, LLC | 852 | $178,691.17 | $283,179.24 | $104,488.07 | 58.47% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,277 | $1.13M | $2.78M | $1.65M | 146.11% |
Derek Ripp Austin Wealth Management, LLC | 1,776 | $492,977.73 | $599,435.52 | $106,457.79 | 21.59% |
Angela Kelley HTLF Bank | 52,972 | $5.91M | $17.79M | $11.88M | 200.87% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,627 | $521,927.17 | $886,533.69 | $364,606.52 | 69.86% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,259 | $417,285.43 | $425,806.39 | $8,520.96 | 2.04% |
Amir Har-El Savvy Advisors, Inc. | 82,707 | $23.36M | $28.03M | $4.67M | 19.98% |
Ann Keitner Quantum Portfolio Management LLC | 7,919 | $2.19M | $2.63M | $442,616.94 | 20.24% |
Joseph Morrison Sentry LLC | 2,372 | $392,659.09 | $803,965.68 | $411,306.59 | 104.75% |
Cindi Hill Keener Financial Planning LLC | 876 | $268,894.25 | $297,231.18 | $28,336.93 | 10.54% |
David W. Lewis Lewis Asset Management, LLC | 14,534 | $2.48M | $4.86M | $2.38M | 95.91% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 10,141 | $534,759.11 | $3.35M | $2.81M | 525.62% |
Owen McCabe Tyche Wealth Partners LLC | 7,790 | $2.13M | $2.6M | $468,145.86 | 21.98% |
William Ramsay Financial Symmetry Inc | 1,518 | $519,098.44 | $515,178.84 | -$3,919.6 | -0.76% |
United Advisor Group LLC United Advisor Group, LLC | 7,186 | $2.16M | $2.39M | $223,559.4 | 10.34% |
Jeff Ramsey Quotient Wealth Partners, LLC | 20,209 | $3.24M | $6.75M | $3.51M | 108.41% |