| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 965 | $290,457.24 | $320,761.17 | $30,303.93 | 10.43% |
Angela Kelley HTLF Bank | 2,139 | $217,877.55 | $710,062.44 | $492,184.89 | 225.9% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,864 | $513,322.77 | $671,170.49 | $157,847.72 | 30.75% |
Scott L. Comeau BCU Wealth Advisors, LLC | 2,382 | $321,058.21 | $857,686.76 | $536,628.55 | 167.14% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 699 | $261,589 | $251,688.93 | -$9,900.07 | -3.78% |
Amir Har-El Savvy Advisors, Inc. | 19,157 | $4.53M | $6.45M | $1.92M | 42.29% |
Ann Keitner Quantum Portfolio Management LLC | 429 | $160,330 | $158,035.02 | -$2,294.98 | -1.43% |
Joseph Morrison Sentry LLC | 7,919 | $676,896.83 | $2.92M | $2.24M | 330.97% |
David W. Lewis Lewis Asset Management, LLC | 1,814 | $501,933.5 | $653,166.99 | $151,233.49 | 30.13% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 889 | $81,250.11 | $299,655.23 | $218,405.12 | 268.81% |
Owen McCabe Tyche Wealth Partners LLC | 3,120 | $358,018.42 | $1.17M | $810,577.58 | 226.41% |
United Advisor Group LLC United Advisor Group, LLC | 3,338 | $805,804.98 | $1.2M | $396,108.7 | 49.16% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,666 | $846,298.34 | $2.04M | $1.19M | 141.07% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,452 | $389,499.06 | $522,821.65 | $133,322.59 | 34.23% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,239 | $378,626.76 | $458,491.94 | $79,865.18 | 21.09% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,192 | $255,418.58 | $429,203.45 | $173,784.87 | 68.04% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,286 | $347,100.98 | $1.18M | $836,089.06 | 240.88% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,242 | $126,509.55 | $453,739.85 | $327,230.3 | 258.66% |
Jonathon Gold Gold Investment Management Ltd. | 100 | $15,897 | $37,455 | $21,558 | 135.61% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,277 | $356,968.3 | $460,537.28 | $103,568.98 | 29.01% |