| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 2,297 | $776,664.06 | $1.87M | $1.09M | 140.98% |
Joseph C. Gissy Tactive Advisors, LLC | 885 | $660,031.7 | $721,106.85 | $61,075.15 | 9.25% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 649 | $233,366.35 | $528,811.69 | $295,445.34 | 126.6% |
Menachem Striks Morton Capital Management LLC/CA | 646 | $282,323.13 | $526,367.26 | $244,044.13 | 86.44% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 256 | $99,860.25 | $208,591.36 | $108,731.11 | 108.88% |
David Vollmer PFS Partners, LLC | 2 | $955 | $1,629.62 | $674.62 | 70.64% |
Benj Foor Frazier Financial Advisors, LLC | 54 | $28,658.98 | $45,480.42 | $16,821.44 | 58.7% |
Angela Kelley HTLF Bank | 941 | $278,225.59 | $766,736.21 | $488,510.62 | 175.58% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,510 | $446,461.83 | $1.23M | $783,901.27 | 175.58% |
Amir Har-El Savvy Advisors, Inc. | 11,944 | $6.05M | $9.73M | $3.68M | 60.91% |
Joseph Morrison Sentry LLC | 18,692 | $4.44M | $15.23M | $10.79M | 242.88% |
David W. Lewis Lewis Asset Management, LLC | 1,505 | $1.49M | $1.23M | -$264,100.33 | -17.72% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,338 | $533,133.04 | $1.09M | $557,082.74 | 104.49% |
Owen McCabe Tyche Wealth Partners LLC | 7,284 | $2.2M | $6.34M | $4.15M | 188.97% |
William Ramsay Financial Symmetry Inc | 223 | $237,473 | $181,702.63 | -$55,770.37 | -23.48% |
United Advisor Group LLC United Advisor Group, LLC | 2,146 | $1.05M | $1.75M | $697,164.49 | 66.31% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,800 | $914,612.8 | $2.28M | $1.37M | 149.45% |
CARL LYMANGOOD Petros Family Wealth, LLC | 771 | $273,592.31 | $628,218.51 | $354,626.2 | 129.62% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 9,752 | $6.64M | $7.95M | $1.31M | 19.69% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 966 | $551,400.07 | $813,594.16 | $262,194.09 | 47.55% |