| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 14,819 | $949,708.44 | $1.68M | $734,322.72 | 77.32% |
Charles Corkery PUREfi Wealth, LLC | 9,025 | $629,259.05 | $1.04M | $409,247.7 | 65.04% |
Mark Weber DecisionMap Wealth Management, LLC | 2,560 | $300,698 | $290,918.4 | -$9,779.6 | -3.25% |
James Rankin Modern Wealth Management, LLC | 123,608 | $8.12M | $13.54M | $5.43M | 66.88% |
KKM Financial LLC KKM Financial LLC | 6,720 | $342,090.13 | $773,270.4 | $431,180.27 | 126.04% |
Joseph C. Gissy Tactive Advisors, LLC | 2,003 | $215,606 | $230,485.21 | $14,879.21 | 6.9% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 9,687 | $553,040.61 | $1.11M | $561,642.48 | 101.56% |
Menachem Striks Morton Capital Management LLC/CA | 26,158 | $1.67M | $2.97M | $1.3M | 77.55% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 19,393 | $1.03M | $2.2M | $1.17M | 113.53% |
David Vollmer PFS Partners, LLC | 3,077 | $185,664.04 | $349,670.28 | $164,006.24 | 88.33% |
Benj Foor Frazier Financial Advisors, LLC | 1,018 | $69,811.78 | $115,685.52 | $45,873.74 | 65.71% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,404 | $428,862.26 | $967,048.28 | $538,186.02 | 125.49% |
Derek Ripp Austin Wealth Management, LLC | 5,151 | $284,995.68 | $585,359.64 | $300,363.96 | 105.39% |
Angela Kelley HTLF Bank | 110,232 | $5.57M | $12.68M | $7.12M | 127.77% |
Lydia Gallas Harbour Trust & Investment Management Co | 7,475 | $414,331.61 | $849,459 | $435,127.39 | 105.02% |
Amir Har-El Savvy Advisors, Inc. | 92,402 | $7.21M | $10.08M | $2.87M | 39.81% |
Ann Keitner Quantum Portfolio Management LLC | 5,960 | $431,084.33 | $677,294.4 | $246,210.07 | 57.11% |
Joseph Morrison Sentry LLC | 21,429 | $1.13M | $2.44M | $1.31M | 116.1% |
David W. Lewis Lewis Asset Management, LLC | 26,838 | $1.9M | $3.09M | $1.19M | 62.79% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 18,502 | $930,838.24 | $2.02M | $1.09M | 116.86% |