| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 629 | $301,417 | $307,659.62 | $6,242.62 | 2.07% |
Mark Weber DecisionMap Wealth Management, LLC | 3,800 | $1.73M | $1.87M | $140,947.8 | 8.16% |
Riley Stephenson Stephenson & Company, Inc. | 54,286 | $20.22M | $26.55M | $6.33M | 31.3% |
James Rankin Modern Wealth Management, LLC | 99,473 | $47.17M | $48.88M | $1.72M | 3.64% |
KKM Financial LLC KKM Financial LLC | 13,449 | $5.57M | $6.59M | $1.03M | 18.41% |
Joseph C. Gissy Tactive Advisors, LLC | 5,167 | $2.14M | $2.54M | $400,869.25 | 18.75% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,704 | $2.28M | $2.3M | $16,164.57 | 0.71% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 436,381 | $200.85M | $213.31M | $12.46M | 6.21% |
David Vollmer PFS Partners, LLC | 904 | $343,152.78 | $442,643.6 | $99,490.82 | 28.99% |
Benj Foor Frazier Financial Advisors, LLC | 985 | $385,799.65 | $483,547.34 | $97,747.69 | 25.34% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,116 | $425,485.15 | $548,647.92 | $123,162.77 | 28.95% |
Derek Ripp Austin Wealth Management, LLC | 677 | $288,679.66 | $331,137.62 | $42,457.96 | 14.71% |
Angela Kelley HTLF Bank | 10,648 | $3.83M | $5.21M | $1.37M | 35.83% |
Lydia Gallas Harbour Trust & Investment Management Co | 46,866 | $17.01M | $22.98M | $5.97M | 35.12% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,458 | $903,100.34 | $1.2M | $299,168.91 | 33.13% |
Amir Har-El Savvy Advisors, Inc. | 43,988 | $21.14M | $21.62M | $472,184.11 | 2.23% |
Joseph Morrison Sentry LLC | 6,514 | $2.07M | $3.2M | $1.13M | 54.82% |
Cindi Hill Keener Financial Planning LLC | 836 | $301,674 | $409,949.32 | $108,275.32 | 35.89% |
David W. Lewis Lewis Asset Management, LLC | 8,208 | $3.14M | $4.03M | $896,291.5 | 28.57% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,140 | $485,760.4 | $559,876.8 | $74,116.4 | 15.26% |