| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Kelley HTLF Bank | 641 | $200,428.03 | $266,143.21 | $65,715.18 | 32.79% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,023 | $492,951.54 | $839,949.62 | $346,998.08 | 70.39% |
Amir Har-El Savvy Advisors, Inc. | 12,746 | $4.48M | $5.29M | $815,943.01 | 18.23% |
David W. Lewis Lewis Asset Management, LLC | 676 | $288,057 | $280,675.21 | -$7,381.79 | -2.56% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,987 | $317,575.35 | $825,002.42 | $507,427.07 | 159.78% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,017 | $593,583.45 | $837,458.42 | $243,874.97 | 41.09% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,272 | $420,067.67 | $528,134.41 | $108,066.74 | 25.73% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 546 | $232,606 | $244,973.83 | $12,367.83 | 5.32% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,887 | $601,644.84 | $783,482.42 | $181,837.58 | 30.22% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 564 | $154,392.23 | $234,172.81 | $79,780.58 | 51.67% |
Jeffrey McGrath Cetera Trust Company, N.A | 498 | $119,928.1 | $229,060.08 | $109,131.98 | 91% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 17 | $5,330.35 | $7,058.4 | $1,728.05 | 32.42% |
Jonathon Gold Gold Investment Management Ltd. | 59 | $14,855.1 | $26,855.03 | $11,999.93 | 80.78% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 518 | $189,779.28 | $238,259.27 | $48,479.99 | 25.55% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 13,030 | $4.71M | $5.41M | $704,087.43 | 14.96% |
Taylor Wagner Valued Wealth Advisors LLC | 187 | $49,969.21 | $77,642.4 | $27,673.19 | 55.38% |
Steven JE Manders BKM Wealth Management, LLC | 942 | $312,301.47 | $391,118.41 | $78,816.94 | 25.24% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 7,186 | $2.33M | $2.98M | $655,268.64 | 28.14% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 854 | $279,289.86 | $392,233.66 | $112,943.8 | 40.44% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,146 | $1.69M | $2.77M | $1.09M | 64.67% |