| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 16,984 | $1.85M | $2.1M | $255,088.95 | 13.79% |
KKM Financial LLC KKM Financial LLC | 61,196 | $6.97M | $7.58M | $617,718.44 | 8.87% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,994 | $459,332.69 | $500,967.42 | $41,634.73 | 9.06% |
David Vollmer PFS Partners, LLC | 679 | $68,777.21 | $85,166.97 | $16,389.76 | 23.83% |
Benj Foor Frazier Financial Advisors, LLC | 368 | $43,479.86 | $45,950.32 | $2,470.46 | 5.68% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,777 | $335,591.8 | $348,319.11 | $12,727.31 | 3.79% |
Angela Kelley HTLF Bank | 2,554 | $247,840.12 | $320,348.22 | $72,508.1 | 29.26% |
Lydia Gallas Harbour Trust & Investment Management Co | 8,100 | $813,314.57 | $1.02M | $202,668.43 | 24.92% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 5,387 | $522,760.35 | $675,691.41 | $152,931.06 | 29.25% |
Amir Har-El Savvy Advisors, Inc. | 14,766 | $1.77M | $1.85M | $80,047.89 | 4.52% |
Joseph Morrison Sentry LLC | 1,822 | $221,907.72 | $225,782.24 | $3,874.52 | 1.75% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,088 | $344,913.22 | $387,327.84 | $42,414.62 | 12.3% |
Owen McCabe Tyche Wealth Partners LLC | 4,780 | $471,815.1 | $589,565.2 | $117,750.1 | 24.96% |
William Ramsay Financial Symmetry Inc | 2,940 | $347,196.51 | $368,764.2 | $21,567.69 | 6.21% |
United Advisor Group LLC United Advisor Group, LLC | 3,428 | $402,079.95 | $429,974.04 | $27,894.09 | 6.94% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,873 | $402,305.39 | $485,790.39 | $83,485 | 20.75% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,199 | $758,188.31 | $774,038.13 | $15,849.82 | 2.09% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,813 | $370,965.65 | $478,264.59 | $107,298.94 | 28.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 414 | $40,174.4 | $51,928.02 | $11,753.62 | 29.26% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 3,608 | $347,489.31 | $452,551.44 | $105,062.13 | 30.23% |