| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,920 | $247,069.87 | $390,316.4 | $143,246.53 | 57.98% |
Menachem Striks Morton Capital Management LLC/CA | 1,812 | $224,885.34 | $242,210.04 | $17,324.7 | 7.7% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 13,707 | $1.15M | $1.83M | $683,019.93 | 59.43% |
David Vollmer PFS Partners, LLC | 95 | $10,488.96 | $12,733.75 | $2,244.79 | 21.4% |
Benj Foor Frazier Financial Advisors, LLC | 4 | $491.37 | $536.16 | $44.79 | 9.12% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 4,505 | $366,739.91 | $603,847.95 | $237,108.04 | 64.65% |
Derek Ripp Austin Wealth Management, LLC | 1,859 | $208,671.38 | $248,492.53 | $39,821.15 | 19.08% |
Angela Kelley HTLF Bank | 2,809 | $225,921.63 | $376,516.96 | $150,595.33 | 66.66% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,450 | $277,117.99 | $462,436.27 | $185,318.28 | 66.87% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 4,309 | $346,902.08 | $587,316.7 | $240,414.62 | 69.3% |
Amir Har-El Savvy Advisors, Inc. | 11,402 | $1.33M | $1.53M | $198,939.79 | 14.91% |
Ann Keitner Quantum Portfolio Management LLC | 3,466 | $384,591.01 | $464,580.91 | $79,989.9 | 20.8% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,169 | $165,457.53 | $290,731.68 | $125,274.15 | 75.71% |
United Advisor Group LLC United Advisor Group, LLC | 1,559 | $217,343 | $208,967.58 | -$8,375.42 | -3.85% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,600 | $1M | $1.42M | $419,086.38 | 41.84% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,377 | $537,245.32 | $586,690.89 | $49,445.57 | 9.2% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 989 | $78,682.88 | $132,961.16 | $54,278.28 | 68.98% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 27 | $2,156 | $3,619.07 | $1,463.07 | 67.86% |
Jonathon Gold Gold Investment Management Ltd. | 280 | $22,683 | $37,531.06 | $14,848.06 | 65.46% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,693 | $208,529.65 | $227,606.92 | $19,077.27 | 9.15% |