| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 55,342 | $2.94M | $3.43M | $489,037.27 | 16.64% |
Joseph C. Gissy Tactive Advisors, LLC | 3,666 | $208,901 | $227,108.7 | $18,207.7 | 8.72% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 9,142 | $383,552.38 | $566,346.9 | $182,794.52 | 47.66% |
Menachem Striks Morton Capital Management LLC/CA | 6,708 | $287,136.93 | $415,560.6 | $128,423.67 | 44.73% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 128,412 | $5.1M | $7.96M | $2.86M | 56.12% |
David Vollmer PFS Partners, LLC | 52 | $1,621.77 | $3,221.4 | $1,599.63 | 98.63% |
Benj Foor Frazier Financial Advisors, LLC | 594 | $28,957.86 | $37,517.04 | $8,559.18 | 29.56% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 49,675 | $2.27M | $3.08M | $810,850.73 | 35.78% |
Angela Kelley HTLF Bank | 14,411 | $486,532.43 | $892,761.45 | $406,229.02 | 83.49% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,982 | $226,894 | $246,684.9 | $19,790.9 | 8.72% |
Amir Har-El Savvy Advisors, Inc. | 94,842 | $4.47M | $5.88M | $1.4M | 31.34% |
Ann Keitner Quantum Portfolio Management LLC | 6,108 | $298,236.67 | $378,390.6 | $80,153.93 | 26.88% |
Joseph Morrison Sentry LLC | 6,900 | $232,323.22 | $427,455 | $195,131.78 | 83.99% |
David W. Lewis Lewis Asset Management, LLC | 12,616 | $550,004.65 | $781,561.2 | $231,556.55 | 42.1% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 22,099 | $764,191.97 | $1.37M | $604,841.08 | 79.15% |
Owen McCabe Tyche Wealth Partners LLC | 13,963 | $492,215.5 | $883,159.75 | $390,944.25 | 79.43% |
William Ramsay Financial Symmetry Inc | 4,011 | $228,519 | $248,481.45 | $19,962.45 | 8.74% |
United Advisor Group LLC United Advisor Group, LLC | 19,404 | $880,173.43 | $1.2M | $321,904.37 | 36.57% |
Jeff Ramsey Quotient Wealth Partners, LLC | 40,091 | $1.44M | $2.48M | $1.05M | 72.86% |
CARL LYMANGOOD Petros Family Wealth, LLC | 31,772 | $1.51M | $1.97M | $460,244.31 | 30.52% |