| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Derek Ripp Austin Wealth Management, LLC | 1,854 | $208,111.13 | $290,781.36 | $82,670.23 | 39.72% |
Angela Kelley HTLF Bank | 2,809 | $225,921.63 | $438,976.47 | $213,054.84 | 94.3% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,450 | $277,117.99 | $540,684 | $263,566.01 | 95.11% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 4,315 | $347,660.12 | $676,764.6 | $329,104.48 | 94.66% |
Amir Har-El Savvy Advisors, Inc. | 15,259 | $1.82M | $2.42M | $595,010.79 | 32.67% |
Ann Keitner Quantum Portfolio Management LLC | 3,618 | $403,794.68 | $565,149.69 | $161,355.01 | 39.96% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,047 | $159,621.79 | $319,209.18 | $159,587.39 | 99.98% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,395 | $985,124.65 | $1.63M | $641,692.85 | 65.14% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,998 | $367,982.97 | $468,137.7 | $100,154.73 | 27.22% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 983 | $78,196.82 | $156,582.07 | $78,385.25 | 100.24% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 27 | $2,156 | $4,227.25 | $2,071.25 | 96.07% |
Jonathon Gold Gold Investment Management Ltd. | 280 | $22,683 | $43,884.4 | $21,201.4 | 93.47% |
PETER KRUSSEL Southland Equity Partners LLC | 3,486 | $261,833.95 | $545,785.59 | $283,951.64 | 108.45% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 34,236 | $2.9M | $5.34M | $2.44M | 83.99% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 16,163 | $2.05M | $2.54M | $491,861.28 | 23.97% |
Taylor Wagner Valued Wealth Advisors LLC | 652 | $61,795.03 | $101,835.88 | $40,040.85 | 64.8% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,045 | $195,099.04 | $320,022.05 | $124,923.01 | 64.03% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,201 | $247,823.2 | $343,686.15 | $95,862.95 | 38.68% |
Anthony Blagrove Traveka Wealth, LLC | 1,638 | $228,233.33 | $256,723.74 | $28,490.41 | 12.48% |
Julie Beswick Advantage Trust Co | 138 | $16,847.12 | $21,628.74 | $4,781.62 | 28.38% |