| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 594 | $28,957.86 | $30,525.66 | $1,567.8 | 5.41% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 49,675 | $2.27M | $2.68M | $413,947.48 | 18.26% |
Angela Kelley HTLF Bank | 14,411 | $486,532.43 | $777,617.56 | $291,085.13 | 59.83% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,982 | $226,894 | $204,634.98 | -$22,259.02 | -9.81% |
Amir Har-El Savvy Advisors, Inc. | 115,321 | $5.64M | $5.97M | $328,079.64 | 5.82% |
Ann Keitner Quantum Portfolio Management LLC | 6,106 | $298,142.03 | $313,787.34 | $15,645.31 | 5.25% |
Joseph Morrison Sentry LLC | 6,900 | $232,323.22 | $354,591 | $122,267.78 | 52.63% |
David W. Lewis Lewis Asset Management, LLC | 12,634 | $550,984.38 | $681,730.64 | $130,746.26 | 23.73% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 21,488 | $749,369.09 | $1.11M | $355,866.19 | 47.49% |
Owen McCabe Tyche Wealth Partners LLC | 13,963 | $492,215.5 | $717,558.57 | $225,343.07 | 45.78% |
United Advisor Group LLC United Advisor Group, LLC | 19,404 | $880,173.43 | $997,171.56 | $116,998.13 | 13.29% |
Jeff Ramsey Quotient Wealth Partners, LLC | 40,786 | $1.48M | $2.1M | $619,628.34 | 41.97% |
CARL LYMANGOOD Petros Family Wealth, LLC | 31,772 | $1.51M | $1.63M | $124,731.99 | 8.27% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,260 | $257,168.32 | $270,311.4 | $13,143.08 | 5.11% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,100 | $214,827.23 | $275,196 | $60,368.77 | 28.1% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8,549 | $310,566.69 | $444,292.38 | $133,725.69 | 43.06% |
Jeffrey McGrath Cetera Trust Company, N.A | 64,468 | $2.18M | $3.31M | $1.13M | 51.79% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,351 | $45,470 | $69,427.89 | $23,957.89 | 52.69% |
Jonathon Gold Gold Investment Management Ltd. | 88,802 | $3M | $4.79M | $1.79M | 59.54% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 7,166 | $359,823.05 | $386,677.36 | $26,854.31 | 7.46% |