| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 985 | $385,799.65 | $468,584.2 | $82,784.55 | 21.46% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,116 | $425,485.15 | $530,903.52 | $105,418.37 | 24.78% |
Derek Ripp Austin Wealth Management, LLC | 677 | $288,679.66 | $322,062.44 | $33,382.78 | 11.56% |
Angela Kelley HTLF Bank | 10,648 | $3.83M | $5.07M | $1.23M | 32.1% |
Lydia Gallas Harbour Trust & Investment Management Co | 46,866 | $17.01M | $22.3M | $5.29M | 31.09% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,467 | $906,310.28 | $1.17M | $267,290.96 | 29.49% |
Amir Har-El Savvy Advisors, Inc. | 43,988 | $21.14M | $20.93M | -$218,867.37 | -1.03% |
Cindi Hill Keener Financial Planning LLC | 836 | $301,674 | $397,701.92 | $96,027.92 | 31.83% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,123 | $477,253.77 | $534,233.56 | $56,979.79 | 11.94% |
Owen McCabe Tyche Wealth Partners LLC | 5,540 | $2.09M | $2.64M | $550,437.01 | 26.4% |
| UAG United Advisor Group LLC United Advisor Group, LLC | 3,285 | $1.46M | $1.56M | $104,566.2 | 7.17% |
Jeff Ramsey Quotient Wealth Partners, LLC | 11,757 | $4.37M | $5.59M | $1.22M | 27.94% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,014 | $478,141.47 | $482,380.08 | $4,238.61 | 0.89% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 720 | $383,457.6 | $342,518.4 | -$40,939.2 | -10.68% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 840 | $332,011.96 | $399,604.8 | $67,592.84 | 20.36% |
| UPL Uptick Partners LLC UPTICK PARTNERS, LLC | 2,162 | $900,699.54 | $1.03M | $127,807.1 | 14.19% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,522 | $1.37M | $1.68M | $304,099.53 | 22.17% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,189 | $424,559.15 | $565,631.08 | $141,071.93 | 33.23% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,362 | $485,770.99 | $647,930.64 | $162,159.65 | 33.38% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,966 | $701,795.24 | $935,265.52 | $233,470.28 | 33.27% |