| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 500 | $7,892.39 | $10,160 | $2,267.61 | 28.73% |
Benj Foor Frazier Financial Advisors, LLC | 1,235 | $17,123.8 | $25,095.2 | $7,971.4 | 46.55% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 18,635 | $263,244.85 | $378,663.2 | $115,418.35 | 43.84% |
Angela Kelley HTLF Bank | 17,415 | $242,256.83 | $353,872.8 | $111,615.97 | 46.07% |
Amir Har-El Savvy Advisors, Inc. | 16,604 | $301,030.61 | $337,393.28 | $36,362.67 | 12.08% |
David W. Lewis Lewis Asset Management, LLC | 11,000 | $212,303 | $223,520 | $11,217 | 5.28% |
Owen McCabe Tyche Wealth Partners LLC | 23,645 | $369,772.13 | $480,466.4 | $110,694.27 | 29.94% |
United Advisor Group LLC United Advisor Group, LLC | 19,863 | $328,984.83 | $403,616.16 | $74,631.33 | 22.69% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 18,014 | $319,296.33 | $366,044.48 | $46,748.15 | 14.64% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 18,846 | $341,677.91 | $382,950.72 | $41,272.81 | 12.08% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 12,862 | $206,435.1 | $261,355.84 | $54,920.74 | 26.6% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,059 | $20,439 | $21,518.88 | $1,079.88 | 5.28% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 731,253 | $12.85M | $14.86M | $2.01M | 15.6% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 26,229 | $410,902.47 | $532,973.28 | $122,070.81 | 29.71% |
Julie Beswick Advantage Trust Co | 20 | $382 | $406.4 | $24.4 | 6.39% |
Cody Gehman Stonebridge Financial Group, LLC | 11,000 | $212,300 | $223,520 | $11,220 | 5.28% |
Joshua Stipcich Tidemark, LLC | 2,405 | $41,785.92 | $48,869.6 | $7,083.68 | 16.95% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 15,828 | $224,144.53 | $321,624.96 | $97,480.43 | 43.49% |
Rob Dainard Hara Capital LLC | 5,495 | $88,194.6 | $111,658.4 | $23,463.8 | 26.6% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 384 | $6,962 | $7,802.88 | $840.88 | 12.08% |