| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 780 | $745,057.81 | $740,766 | -$4,291.81 | -0.58% |
Mark Weber DecisionMap Wealth Management, LLC | 452 | $414,503.54 | $429,264.4 | $14,760.86 | 3.56% |
James Rankin Modern Wealth Management, LLC | 13,770 | $12.02M | $13.08M | $1.06M | 8.81% |
KKM Financial LLC KKM Financial LLC | 13,079 | $11.41M | $12.42M | $1.01M | 8.83% |
Joseph C. Gissy Tactive Advisors, LLC | 741 | $546,947.79 | $702,408.71 | $155,460.92 | 28.42% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 234 | $215,817.41 | $222,229.8 | $6,412.39 | 2.97% |
Menachem Striks Morton Capital Management LLC/CA | 1,201 | $863,733.83 | $1.14M | $276,855.87 | 32.05% |
David Vollmer PFS Partners, LLC | 297 | $178,282.06 | $282,129.36 | $103,847.3 | 58.25% |
Benj Foor Frazier Financial Advisors, LLC | 77 | $74,655.68 | $72,989.84 | -$1,665.84 | -2.23% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 495 | $400,727.75 | $470,101.5 | $69,373.75 | 17.31% |
Derek Ripp Austin Wealth Management, LLC | 562 | $461,766.85 | $533,731.4 | $71,964.55 | 15.58% |
Angela Kelley HTLF Bank | 5,669 | $3.74M | $5.38M | $1.64M | 43.88% |
Lydia Gallas Harbour Trust & Investment Management Co | 30,204 | $21.1M | $28.68M | $7.59M | 35.96% |
Amir Har-El Savvy Advisors, Inc. | 12,984 | $12.14M | $12.31M | $164,231.96 | 1.35% |
Ann Keitner Quantum Portfolio Management LLC | 1,493 | $1.28M | $1.42M | $130,898.19 | 10.19% |
Joseph Morrison Sentry LLC | 1,388 | $689,655.21 | $1.32M | $626,057.75 | 90.78% |
David W. Lewis Lewis Asset Management, LLC | 3,408 | $2.98M | $3.23M | $253,208.62 | 8.5% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,232 | $567,546.35 | $1.17M | $600,401.97 | 105.79% |
Owen McCabe Tyche Wealth Partners LLC | 5,828 | $4.19M | $5.52M | $1.33M | 31.71% |
United Advisor Group LLC United Advisor Group, LLC | 2,588 | $2.29M | $2.45M | $165,520.73 | 7.24% |