| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Weber DecisionMap Wealth Management, LLC | 6,510 | $1.23M | $2.24M | $1.02M | 83.06% |
Riley Stephenson Stephenson & Company, Inc. | 578 | $206,560 | $201,340.52 | -$5,219.48 | -2.53% |
James Rankin Modern Wealth Management, LLC | 146,583 | $33.07M | $51.41M | $18.34M | 55.46% |
KKM Financial LLC KKM Financial LLC | 39,844 | $9.69M | $13.8M | $4.12M | 42.5% |
Joseph C. Gissy Tactive Advisors, LLC | 6,616 | $1.36M | $2.27M | $913,220.97 | 67.13% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 11,429 | $1.91M | $3.93M | $2.02M | 105.78% |
Menachem Striks Morton Capital Management LLC/CA | 12,542 | $1.82M | $4.33M | $2.51M | 138.03% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 3,190 | $563,018.41 | $1.1M | $538,679.99 | 95.68% |
David Vollmer PFS Partners, LLC | 1,922 | $458,307.47 | $656,603.25 | $198,295.78 | 43.27% |
Benj Foor Frazier Financial Advisors, LLC | 1,888 | $358,192.3 | $645,526.08 | $287,333.78 | 80.22% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 49,338 | $7.11M | $16.97M | $9.86M | 138.55% |
Derek Ripp Austin Wealth Management, LLC | 4,773 | $716,636.75 | $1.66M | $947,374.24 | 132.2% |
Angela Kelley HTLF Bank | 75,614 | $10.56M | $26M | $15.44M | 146.19% |
Lydia Gallas Harbour Trust & Investment Management Co | 26,051 | $3.65M | $9M | $5.35M | 146.62% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,472 | $266,510.16 | $507,295.36 | $240,785.2 | 90.35% |
Amir Har-El Savvy Advisors, Inc. | 113,526 | $26.35M | $39.61M | $13.26M | 50.33% |
Ann Keitner Quantum Portfolio Management LLC | 10,895 | $1.8M | $3.72M | $1.92M | 106.52% |
Joseph Morrison Sentry LLC | 1,618 | $294,222.98 | $561,025.32 | $266,802.34 | 90.68% |
Cindi Hill Keener Financial Planning LLC | 1,701 | $280,805.03 | $591,718.36 | $310,913.33 | 110.72% |
David W. Lewis Lewis Asset Management, LLC | 18,877 | $3.22M | $6.49M | $3.27M | 101.64% |