| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Weber DecisionMap Wealth Management, LLC | 755 | $242,067.4 | $240,146.62 | -$1,920.78 | -0.79% |
Riley Stephenson Stephenson & Company, Inc. | 918 | $209,019 | $284,501.98 | $75,482.98 | 36.11% |
James Rankin Modern Wealth Management, LLC | 53,684 | $17.24M | $16.82M | -$419,108.81 | -2.43% |
KKM Financial LLC KKM Financial LLC | 2,043 | $385,754.32 | $650,123.46 | $264,369.14 | 68.53% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,174 | $326,466.34 | $371,506.43 | $45,040.09 | 13.8% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 2,109 | $572,259.28 | $671,357.97 | $99,098.69 | 17.32% |
David Vollmer PFS Partners, LLC | 712 | $222,992.65 | $223,076.72 | $84.07 | 0.04% |
Benj Foor Frazier Financial Advisors, LLC | 99 | $29,520.77 | $31,028.59 | $1,507.82 | 5.11% |
Derek Ripp Austin Wealth Management, LLC | 1,145 | $206,134.58 | $362,587.15 | $156,452.57 | 75.9% |
Angela Kelley HTLF Bank | 5,698 | $1.07M | $1.81M | $740,857.21 | 69.26% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,687 | $318,214.1 | $537,714.38 | $219,500.28 | 68.98% |
Amir Har-El Savvy Advisors, Inc. | 9,178 | $2.86M | $2.88M | $16,132.88 | 0.56% |
Ann Keitner Quantum Portfolio Management LLC | 2,287 | $738,893.04 | $716,151.18 | -$22,741.86 | -3.08% |
Joseph Morrison Sentry LLC | 4,498 | $741,944.66 | $1.43M | $686,080.38 | 92.47% |
David W. Lewis Lewis Asset Management, LLC | 4,247 | $1.09M | $1.34M | $251,377.48 | 23.02% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 609 | $205,994.5 | $190,677.9 | -$15,316.6 | -7.44% |
Owen McCabe Tyche Wealth Partners LLC | 1,636 | $334,774.96 | $515,037.34 | $180,262.38 | 53.85% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,318 | $809,987.27 | $1.04M | $232,710.82 | 28.73% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,621 | $493,327.67 | $514,635.08 | $21,307.41 | 4.32% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 593 | $200,615 | $186,694.19 | -$13,920.81 | -6.94% |