| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Shea NEOS Investment Management LLC | 111,946 | $22.45M | $24.84M | $2.38M | 10.62% |
RENEE PILKENTON Exchange Bank | 3,008 | $643,016.7 | $667,384.96 | $24,368.26 | 3.79% |
James Rankin Modern Wealth Management, LLC | 44,857 | $8.28M | $9.92M | $1.64M | 19.78% |
KKM Financial LLC KKM Financial LLC | 26,669 | $5.85M | $5.9M | $49,599.32 | 0.85% |
Joseph C. Gissy Tactive Advisors, LLC | 1,025 | $221,529.63 | $227,314.25 | $5,784.62 | 2.61% |
Menachem Striks Morton Capital Management LLC/CA | 1,381 | $268,659.78 | $307,548.7 | $38,888.92 | 14.48% |
David Vollmer PFS Partners, LLC | 459 | $92,285.96 | $101,439 | $9,153.04 | 9.92% |
Benj Foor Frazier Financial Advisors, LLC | 145 | $37,443.4 | $32,294.4 | -$5,149 | -13.75% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 5,911 | $1.28M | $1.32M | $34,470.25 | 2.69% |
Angela Kelley HTLF Bank | 2,734 | $663,833.87 | $608,916.48 | -$54,917.39 | -8.27% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,769 | $598,154.17 | $616,711.68 | $18,557.51 | 3.1% |
Amir Har-El Savvy Advisors, Inc. | 7,337 | $1.35M | $1.63M | $275,415.05 | 20.37% |
Owen McCabe Tyche Wealth Partners LLC | 5,352 | $1.12M | $1.19M | $60,781.37 | 5.41% |
United Advisor Group LLC United Advisor Group, LLC | 2,187 | $461,335.85 | $485,229.69 | $23,893.84 | 5.18% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,862 | $617,190.41 | $636,938.1 | $19,747.69 | 3.2% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,876 | $672,932.73 | $636,803.92 | -$36,128.81 | -5.37% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 115 | $28,553.59 | $25,527.7 | -$3,025.89 | -10.6% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 198 | $36,037.98 | $44,098.56 | $8,060.58 | 22.37% |
Jonathon Gold Gold Investment Management Ltd. | 346 | $70,724.42 | $77,061.12 | $6,336.7 | 8.96% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 523 | $104,021 | $115,624.84 | $11,603.84 | 11.16% |