| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 701 | $444,665 | $426,803.84 | -$17,861.16 | -4.02% |
Joseph C. Gissy Tactive Advisors, LLC | 427 | $270,871 | $253,070.08 | -$17,800.92 | -6.57% |
Menachem Striks Morton Capital Management LLC/CA | 586 | $330,292.8 | $347,304.61 | $17,011.81 | 5.15% |
Benj Foor Frazier Financial Advisors, LLC | 270 | $127,418.3 | $167,607.91 | $40,189.61 | 31.54% |
Angela Kelley HTLF Bank | 1,986 | $799,577.24 | $1.18M | $377,465.34 | 47.21% |
Lydia Gallas Harbour Trust & Investment Management Co | 30,360 | $12.36M | $17.99M | $5.63M | 45.58% |
Amir Har-El Savvy Advisors, Inc. | 4,645 | $2.2M | $2.75M | $557,339.26 | 25.38% |
Joseph Morrison Sentry LLC | 1,801 | $814,939.2 | $1.1M | $281,599.61 | 34.55% |
David W. Lewis Lewis Asset Management, LLC | 614 | $358,009.6 | $363,899.37 | $5,889.77 | 1.65% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 159 | $100,858 | $94,234.53 | -$6,623.47 | -6.57% |
Owen McCabe Tyche Wealth Partners LLC | 716 | $307,034.2 | $440,225.44 | $133,191.24 | 43.38% |
United Advisor Group LLC United Advisor Group, LLC | 511 | $246,723.67 | $302,854.36 | $56,130.69 | 22.75% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,278 | $546,473.97 | $757,432.23 | $210,958.26 | 38.6% |
CARL LYMANGOOD Petros Family Wealth, LLC | 983 | $476,388.11 | $582,594.59 | $106,206.48 | 22.29% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,359 | $808,355.78 | $805,438.5 | -$2,917.28 | -0.36% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 908 | $399,227.79 | $563,659.18 | $164,431.39 | 41.19% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,192 | $478,874.48 | $706,462.62 | $227,588.14 | 47.53% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 216 | $90,863.25 | $128,016.72 | $37,153.47 | 40.89% |
Jeffrey McGrath Cetera Trust Company, N.A | 310 | $123,960.06 | $192,128.71 | $68,168.65 | 54.99% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 329 | $192,890.57 | $203,904.34 | $11,013.77 | 5.71% |