| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 4,524 | $2.01M | $2.96M | $955,591.27 | 47.58% |
KKM Financial LLC KKM Financial LLC | 701 | $444,665 | $453,739.77 | $9,074.77 | 2.04% |
Joseph C. Gissy Tactive Advisors, LLC | 427 | $270,871 | $273,877.8 | $3,006.8 | 1.11% |
Menachem Striks Morton Capital Management LLC/CA | 586 | $330,292.8 | $381,140.26 | $50,847.46 | 15.39% |
Benj Foor Frazier Financial Advisors, LLC | 270 | $127,418.3 | $172,827 | $45,408.7 | 35.64% |
Angela Kelley HTLF Bank | 1,986 | $799,577.24 | $1.28M | $478,979.77 | 59.9% |
Lydia Gallas Harbour Trust & Investment Management Co | 30,360 | $12.36M | $19.75M | $7.39M | 59.76% |
Amir Har-El Savvy Advisors, Inc. | 5,367 | $2.65M | $3.51M | $857,376.88 | 32.31% |
Joseph Morrison Sentry LLC | 1,801 | $814,939.2 | $1.17M | $358,997.62 | 44.05% |
David W. Lewis Lewis Asset Management, LLC | 700 | $415,868.68 | $448,840 | $32,971.32 | 7.93% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 159 | $100,858 | $101,829.16 | $971.16 | 0.96% |
Owen McCabe Tyche Wealth Partners LLC | 716 | $307,034.2 | $458,551.46 | $151,517.26 | 49.35% |
United Advisor Group LLC United Advisor Group, LLC | 511 | $246,723.67 | $325,461.01 | $78,737.34 | 31.91% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,216 | $521,682.02 | $778,762.88 | $257,080.86 | 49.28% |
CARL LYMANGOOD Petros Family Wealth, LLC | 983 | $476,388.11 | $641,156.83 | $164,768.72 | 34.59% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,359 | $808,355.78 | $890,015.94 | $81,660.16 | 10.1% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 908 | $399,227.79 | $581,737.44 | $182,509.65 | 45.72% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,192 | $478,874.48 | $764,441.52 | $285,567.04 | 59.63% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 216 | $90,863.25 | $141,318.54 | $50,455.29 | 55.53% |
Jeffrey McGrath Cetera Trust Company, N.A | 310 | $123,960.06 | $198,534.85 | $74,574.79 | 60.16% |