| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 11,429 | $1.91M | $3.98M | $2.07M | 108.36% |
Menachem Striks Morton Capital Management LLC/CA | 11,874 | $1.58M | $4.15M | $2.57M | 162.72% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 3,332 | $586,568.35 | $1.16M | $577,665.77 | 98.48% |
David Vollmer PFS Partners, LLC | 1,922 | $458,307.47 | $667,222.28 | $208,914.81 | 45.58% |
Benj Foor Frazier Financial Advisors, LLC | 2,121 | $390,740.2 | $737,174.76 | $346,434.56 | 88.66% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 49,338 | $7.11M | $17.18M | $10.06M | 141.47% |
Derek Ripp Austin Wealth Management, LLC | 4,845 | $726,478.43 | $1.69M | $958,806.37 | 131.98% |
Angela Kelley HTLF Bank | 75,614 | $10.56M | $26.3M | $15.74M | 149.01% |
Lydia Gallas Harbour Trust & Investment Management Co | 26,215 | $3.67M | $9.12M | $5.45M | 148.35% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,472 | $266,510.16 | $512,020.48 | $245,510.32 | 92.12% |
Amir Har-El Savvy Advisors, Inc. | 98,641 | $21.03M | $34.72M | $13.69M | 65.09% |
Ann Keitner Quantum Portfolio Management LLC | 10,789 | $1.76M | $3.75M | $1.99M | 112.92% |
Joseph Morrison Sentry LLC | 1,479 | $244,548.52 | $513,434.85 | $268,886.33 | 109.95% |
Cindi Hill Keener Financial Planning LLC | 1,608 | $247,569.62 | $559,326.72 | $311,757.1 | 125.93% |
David W. Lewis Lewis Asset Management, LLC | 19,945 | $3.37M | $6.92M | $3.56M | 105.6% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 6,814 | $690,010.92 | $2.37M | $1.68M | 243.65% |
Owen McCabe Tyche Wealth Partners LLC | 19,111 | $3.11M | $6.65M | $3.54M | 113.65% |
United Advisor Group LLC United Advisor Group, LLC | 37,075 | $7.87M | $12.87M | $5M | 63.46% |
Jeff Ramsey Quotient Wealth Partners, LLC | 32,092 | $4.64M | $11.14M | $6.5M | 140.19% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,729 | $1.39M | $1.99M | $605,776.77 | 43.68% |