| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 285 | $133,423.3 | $170,186.33 | $36,763.03 | 27.55% |
Angela Kelley HTLF Bank | 1,986 | $799,577.24 | $1.19M | $386,352.77 | 48.32% |
Lydia Gallas Harbour Trust & Investment Management Co | 30,487 | $12.41M | $18.21M | $5.79M | 46.69% |
Amir Har-El Savvy Advisors, Inc. | 4,645 | $2.2M | $2.77M | $575,826.45 | 26.23% |
Joseph Morrison Sentry LLC | 1,750 | $782,593.5 | $1.05M | $262,410.28 | 33.53% |
David W. Lewis Lewis Asset Management, LLC | 443 | $249,558 | $264,535.24 | $14,977.24 | 6% |
Owen McCabe Tyche Wealth Partners LLC | 716 | $307,034.2 | $427,555.83 | $120,521.63 | 39.25% |
United Advisor Group LLC United Advisor Group, LLC | 636 | $303,983.81 | $379,784.23 | $75,800.42 | 24.94% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,278 | $546,473.97 | $763,151.34 | $216,677.37 | 39.65% |
CARL LYMANGOOD Petros Family Wealth, LLC | 872 | $405,977.52 | $520,710.46 | $114,732.94 | 28.26% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 756 | $425,855 | $451,441.64 | $25,586.64 | 6.01% |
Timothy Bolger Arrow Capital Pty Ltd | 10,000 | $5.55M | $5.97M | $416,450.2 | 7.5% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 899 | $393,519.63 | $536,833.37 | $143,313.74 | 36.42% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,188 | $476,337.32 | $709,408.28 | $233,070.96 | 48.93% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 221 | $92,862.62 | $131,859.65 | $38,997.03 | 41.99% |
Jeffrey McGrath Cetera Trust Company, N.A | 310 | $123,960.06 | $185,114.96 | $61,154.9 | 49.33% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 219 | $123,182 | $130,666.35 | $7,484.35 | 6.08% |
PETER KRUSSEL Southland Equity Partners LLC | 594 | $260,887.66 | $353,186.46 | $92,298.8 | 35.38% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 321 | $203,730 | $189,223.07 | -$14,506.93 | -7.12% |
| WG William Garver Leibman Financial Services, Inc. | 322 | $204,254 | $192,337.04 | -$11,916.96 | -5.83% |