| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 900 | $151,366.26 | $167,895 | $16,528.74 | 10.92% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 7,569 | $1.16M | $1.49M | $334,337.17 | 28.94% |
Derek Ripp Austin Wealth Management, LLC | 1,765 | $292,961.27 | $347,404.95 | $54,443.68 | 18.58% |
Angela Kelley HTLF Bank | 53,834 | $8.05M | $10.6M | $2.54M | 31.59% |
Lydia Gallas Harbour Trust & Investment Management Co | 11,577 | $1.73M | $2.28M | $550,431.46 | 31.85% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,930 | $441,414.42 | $576,711.9 | $135,297.48 | 30.65% |
Amir Har-El Savvy Advisors, Inc. | 50,771 | $8.16M | $9.99M | $1.83M | 22.46% |
Ann Keitner Quantum Portfolio Management LLC | 2,018 | $310,614.39 | $403,600 | $92,985.61 | 29.94% |
Joseph Morrison Sentry LLC | 2,997 | $488,990.32 | $599,400 | $110,409.68 | 22.58% |
David W. Lewis Lewis Asset Management, LLC | 12,651 | $1.89M | $2.49M | $597,370.09 | 31.56% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 10,138 | $1.25M | $2M | $742,111.18 | 59.21% |
Owen McCabe Tyche Wealth Partners LLC | 36,793 | $5.57M | $6.94M | $1.36M | 24.44% |
United Advisor Group LLC United Advisor Group, LLC | 12,177 | $1.85M | $2.4M | $541,946.45 | 29.22% |
Jeff Ramsey Quotient Wealth Partners, LLC | 39,891 | $6.08M | $7.85M | $1.77M | 29.06% |
Timothy Bolger Arrow Capital Pty Ltd | 50,000 | $10.29M | $9.52M | -$766,600.6 | -7.45% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 10,439 | $1.6M | $1.95M | $350,909.57 | 21.98% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 14,320 | $2.14M | $2.82M | $676,317.89 | 31.57% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,507 | $376,753.16 | $493,452.81 | $116,699.65 | 30.98% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,487 | $244,000.87 | $292,344.2 | $48,343.33 | 19.81% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 444 | $65,970 | $87,392.52 | $21,422.52 | 32.47% |