| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 297 | $178,282.06 | $282,711.33 | $104,429.27 | 58.58% |
Benj Foor Frazier Financial Advisors, LLC | 77 | $74,655.68 | $73,361.75 | -$1,293.93 | -1.73% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 495 | $400,727.75 | $471,185.55 | $70,457.8 | 17.58% |
Derek Ripp Austin Wealth Management, LLC | 562 | $461,766.85 | $534,962.19 | $73,195.34 | 15.85% |
Angela Kelley HTLF Bank | 5,669 | $3.74M | $5.4M | $1.65M | 44.21% |
Lydia Gallas Harbour Trust & Investment Management Co | 30,204 | $21.1M | $28.75M | $7.65M | 36.27% |
Amir Har-El Savvy Advisors, Inc. | 12,156 | $11.37M | $11.57M | $202,176.97 | 1.78% |
Ann Keitner Quantum Portfolio Management LLC | 1,484 | $1.28M | $1.41M | $136,677.63 | 10.71% |
Joseph Morrison Sentry LLC | 1,388 | $689,655.21 | $1.32M | $631,568.12 | 91.58% |
David W. Lewis Lewis Asset Management, LLC | 3,408 | $2.98M | $3.24M | $266,738.41 | 8.96% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,232 | $567,546.35 | $1.17M | $605,182.14 | 106.63% |
Owen McCabe Tyche Wealth Partners LLC | 5,828 | $4.19M | $5.52M | $1.33M | 31.7% |
United Advisor Group LLC United Advisor Group, LLC | 2,588 | $2.29M | $2.46M | $175,795.12 | 7.68% |
Jeff Ramsey Quotient Wealth Partners, LLC | 8,465 | $7.02M | $8.06M | $1.04M | 14.75% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,848 | $1.68M | $1.76M | $76,175.01 | 4.53% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 9,263 | $6.49M | $8.82M | $2.33M | 35.87% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,049 | $1.03M | $999,434.75 | -$29,328.69 | -2.85% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,813 | $1.37M | $1.73M | $359,174.6 | 26.28% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 128 | $93,468.44 | $121,841.92 | $28,373.48 | 30.36% |
Jeffrey McGrath Cetera Trust Company, N.A | 974 | $642,917.99 | $927,140.87 | $284,222.88 | 44.21% |