| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 14,986 | $949,842.42 | $1.2M | $248,513.07 | 26.16% |
James Rankin Modern Wealth Management, LLC | 91,906 | $6.74M | $7.27M | $531,425.15 | 7.89% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,253 | $206,488 | $258,938.8 | $52,450.8 | 25.4% |
Angela Kelley HTLF Bank | 653,550 | $34.06M | $52.21M | $18.14M | 53.26% |
Scott L. Comeau BCU Wealth Advisors, LLC | 18,621 | $1.1M | $1.48M | $381,618.77 | 34.82% |
Amir Har-El Savvy Advisors, Inc. | 36,018 | $2.55M | $2.85M | $296,914.48 | 11.63% |
Ann Keitner Quantum Portfolio Management LLC | 64,031 | $4.32M | $5.08M | $750,207.58 | 17.35% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,321 | $585,501.96 | $819,229.37 | $233,727.41 | 39.92% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,385 | $451,922.21 | $586,590.55 | $134,668.34 | 29.8% |
Steven D Urban Urban Financial Advisory Corp | 2,470 | $144,472.27 | $195,055.9 | $50,583.63 | 35.01% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 303,162 | $15.93M | $23.95M | $8.01M | 50.3% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 50,107 | $3.42M | $4M | $581,412.93 | 17.01% |
Jon Deven Mouton CAP Partners, LLC | 5,579 | $290,664.82 | $446,096.84 | $155,432.02 | 53.47% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 10,161 | $599,617.83 | $804,446.37 | $204,828.54 | 34.16% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 6,756 | $440,345.93 | $534,095.58 | $93,749.65 | 21.29% |
Brad Sayre Shared Vision Wealth Group LLC | 52,233 | $3.05M | $4.13M | $1.09M | 35.66% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 4,608 | $239,771.9 | $367,787.52 | $128,015.62 | 53.39% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 143,040 | $7.57M | $11.3M | $3.73M | 49.21% |
Mark Fonville Fonville Wealth Management LLC | 16,337 | $856,556.59 | $1.31M | $448,769.71 | 52.39% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 71,749 | $4.63M | $5.71M | $1.08M | 23.27% |