| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Weber DecisionMap Wealth Management, LLC | 4,425 | $961,506.27 | $1.51M | $546,710.73 | 56.86% |
Riley Stephenson Stephenson & Company, Inc. | 752 | $236,150.65 | $258,793.28 | $22,642.63 | 9.59% |
James Rankin Modern Wealth Management, LLC | 110,883 | $24.21M | $38.43M | $14.22M | 58.75% |
KKM Financial LLC KKM Financial LLC | 8,023 | $1.45M | $2.75M | $1.3M | 90.19% |
Joseph C. Gissy Tactive Advisors, LLC | 5,895 | $897,567.58 | $2M | $1.11M | 123.25% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,267 | $610,036.18 | $1.11M | $500,090.42 | 81.98% |
Menachem Striks Morton Capital Management LLC/CA | 8,569 | $1.19M | $2.93M | $1.74M | 146.07% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,766 | $277,031.31 | $603,062.51 | $326,031.2 | 117.69% |
David Vollmer PFS Partners, LLC | 380 | $45,746.76 | $128,441.9 | $82,695.14 | 180.77% |
Benj Foor Frazier Financial Advisors, LLC | 1,450 | $292,496.72 | $490,390 | $197,893.28 | 67.66% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,276 | $622,697.93 | $1.11M | $491,469.67 | 78.93% |
Derek Ripp Austin Wealth Management, LLC | 5,728 | $933,073.23 | $1.97M | $1.04M | 111.58% |
Angela Kelley HTLF Bank | 15,733 | $2.23M | $5.35M | $3.12M | 139.47% |
Lydia Gallas Harbour Trust & Investment Management Co | 157,573 | $22.5M | $53.82M | $31.31M | 139.14% |
Scott L. Comeau BCU Wealth Advisors, LLC | 1,081 | $266,817.92 | $364,199.71 | $97,381.79 | 36.5% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,072 | $309,640.57 | $365,380.48 | $55,739.91 | 18% |
Amir Har-El Savvy Advisors, Inc. | 103,613 | $25.07M | $35.73M | $10.66M | 42.51% |
Ann Keitner Quantum Portfolio Management LLC | 14,288 | $3M | $4.82M | $1.83M | 60.94% |
Joseph Morrison Sentry LLC | 9,050 | $1.27M | $3.1M | $1.83M | 143.76% |
Cindi Hill Keener Financial Planning LLC | 950 | $220,569.25 | $326,572 | $106,002.75 | 48.06% |