| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,704 | $2.28M | $2.49M | $204,771.45 | 8.96% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 434,980 | $200.2M | $230.84M | $30.64M | 15.3% |
David Vollmer PFS Partners, LLC | 904 | $343,152.78 | $477,953.86 | $134,801.08 | 39.28% |
Benj Foor Frazier Financial Advisors, LLC | 684 | $278,444.79 | $361,771.02 | $83,326.23 | 29.93% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,116 | $425,485.15 | $593,382.78 | $167,897.63 | 39.46% |
Derek Ripp Austin Wealth Management, LLC | 683 | $291,625.13 | $361,279.68 | $69,654.55 | 23.88% |
Angela Kelley HTLF Bank | 10,648 | $3.83M | $5.64M | $1.81M | 47.09% |
Lydia Gallas Harbour Trust & Investment Management Co | 46,868 | $17.01M | $24.92M | $7.91M | 46.52% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,458 | $903,100.34 | $1.3M | $401,065.3 | 44.41% |
Amir Har-El Savvy Advisors, Inc. | 48,793 | $23.55M | $26.52M | $2.97M | 12.62% |
Joseph Morrison Sentry LLC | 6,540 | $2.08M | $3.47M | $1.39M | 66.97% |
Cindi Hill Keener Financial Planning LLC | 1,000 | $383,737.96 | $528,635.01 | $144,897.05 | 37.76% |
David W. Lewis Lewis Asset Management, LLC | 7,970 | $3.05M | $4.22M | $1.17M | 38.34% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,230 | $530,575.94 | $651,567.9 | $120,991.96 | 22.8% |
Owen McCabe Tyche Wealth Partners LLC | 5,683 | $2.16M | $3M | $844,842.84 | 39.17% |
United Advisor Group LLC United Advisor Group, LLC | 3,442 | $1.54M | $1.82M | $282,637.14 | 18.39% |
Jeff Ramsey Quotient Wealth Partners, LLC | 11,983 | $4.48M | $6.33M | $1.85M | 41.22% |
CARL LYMANGOOD Petros Family Wealth, LLC | 968 | $457,290.61 | $513,824.08 | $56,533.47 | 12.36% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 720 | $383,457.6 | $380,321.99 | -$3,135.61 | -0.82% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 777 | $309,542.38 | $410,123.91 | $100,581.53 | 32.49% |