| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Menachem Striks Morton Capital Management LLC/CA | 646 | $282,323.13 | $483,841.08 | $201,517.95 | 71.38% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 256 | $99,860.25 | $191,738.87 | $91,878.62 | 92.01% |
David Vollmer PFS Partners, LLC | 2 | $955 | $1,497.96 | $542.96 | 56.85% |
Benj Foor Frazier Financial Advisors, LLC | 54 | $28,658.98 | $40,444.92 | $11,785.94 | 41.12% |
Angela Kelley HTLF Bank | 941 | $278,225.59 | $704,790.16 | $426,564.57 | 153.32% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,510 | $446,461.83 | $1.13M | $684,497.97 | 153.32% |
Amir Har-El Savvy Advisors, Inc. | 13,373 | $7.57M | $9.74M | $2.17M | 28.72% |
Ann Keitner Quantum Portfolio Management LLC | 282 | $300,302 | $211,212.35 | -$89,089.65 | -29.67% |
Joseph Morrison Sentry LLC | 18,664 | $4.44M | $13.85M | $9.41M | 212.18% |
David W. Lewis Lewis Asset Management, LLC | 1,583 | $1.55M | $1.19M | -$368,006.99 | -23.69% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,302 | $519,052.72 | $946,007.16 | $426,954.44 | 82.26% |
Owen McCabe Tyche Wealth Partners LLC | 7,284 | $2.2M | $5.46M | $3.26M | 148.46% |
United Advisor Group LLC United Advisor Group, LLC | 2,146 | $1.05M | $1.61M | $555,893.27 | 52.87% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,046 | $1.18M | $2.28M | $1.1M | 93.9% |
CARL LYMANGOOD Petros Family Wealth, LLC | 771 | $273,592.31 | $572,012.61 | $298,420.3 | 109.07% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 9,752 | $6.64M | $7.19M | $548,207.66 | 8.26% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 966 | $551,400.07 | $723,514.66 | $172,114.59 | 31.21% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,559 | $1.67M | $4.16M | $2.49M | 149.33% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 145 | $61,624.75 | $105,359.9 | $43,735.15 | 70.97% |
Jeffrey McGrath Cetera Trust Company, N.A | 359 | $118,398.13 | $268,883.81 | $150,485.68 | 127.1% |