| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Gissy Tactive Advisors, LLC | 17,031 | $296,351.36 | $342,323.1 | $45,971.74 | 15.51% |
Menachem Striks Morton Capital Management LLC/CA | 49,938 | $542,873.58 | $1M | $458,882.7 | 84.53% |
David Vollmer PFS Partners, LLC | 500 | $7,892.39 | $10,117.5 | $2,225.11 | 28.19% |
Benj Foor Frazier Financial Advisors, LLC | 1,235 | $17,123.8 | $24,990.22 | $7,866.42 | 45.94% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 18,459 | $260,816.06 | $371,852.86 | $111,036.8 | 42.57% |
Angela Kelley HTLF Bank | 17,415 | $242,256.83 | $349,954.42 | $107,697.59 | 44.46% |
Amir Har-El Savvy Advisors, Inc. | 18,835 | $343,686.72 | $377,265.05 | $33,578.33 | 9.77% |
Ann Keitner Quantum Portfolio Management LLC | 990 | $18,929 | $19,978.2 | $1,049.2 | 5.54% |
David W. Lewis Lewis Asset Management, LLC | 12,234 | $236,035.8 | $245,903.4 | $9,867.6 | 4.18% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 89 | $1,702 | $1,799.13 | $97.13 | 5.71% |
Owen McCabe Tyche Wealth Partners LLC | 25,717 | $409,388.21 | $517,683.21 | $108,295 | 26.45% |
United Advisor Group LLC United Advisor Group, LLC | 19,863 | $328,984.83 | $400,835.34 | $71,850.51 | 21.84% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 18,035 | $319,697.84 | $363,044.55 | $43,346.71 | 13.56% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 18,846 | $341,677.91 | $378,710.37 | $37,032.46 | 10.84% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 12,862 | $206,435.1 | $259,362.23 | $52,927.13 | 25.64% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 752,232 | $13.26M | $14.95M | $1.69M | 12.78% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 26,229 | $410,902.47 | $528,252.06 | $117,349.59 | 28.56% |
Julie Beswick Advantage Trust Co | 20 | $382 | $402.9 | $20.9 | 5.47% |
Cody Gehman Stonebridge Financial Group, LLC | 11,000 | $212,300 | $221,100 | $8,800 | 4.15% |
Joshua Stipcich Tidemark, LLC | 2,401 | $41,723.01 | $47,875.94 | $6,152.93 | 14.75% |