| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 1,018 | $130,759.64 | $161,897.63 | $31,137.99 | 23.81% |
Benj Foor Frazier Financial Advisors, LLC | 138 | $17,723.84 | $21,942.69 | $4,218.85 | 23.8% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 18,382 | $2.35M | $2.93M | $580,276.17 | 24.7% |
Angela Kelley HTLF Bank | 2,524 | $324,850.66 | $403,461.4 | $78,610.74 | 24.2% |
Amir Har-El Savvy Advisors, Inc. | 3,171 | $531,994.05 | $502,254.69 | -$29,739.36 | -5.59% |
Ann Keitner Quantum Portfolio Management LLC | 723 | $89,009 | $114,577.42 | $25,568.42 | 28.73% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,503 | $119,000.33 | $240,592.72 | $121,592.39 | 102.18% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,928 | $293,802.29 | $305,829 | $12,026.71 | 4.09% |
CARL LYMANGOOD Petros Family Wealth, LLC | 6,903 | $1.04M | $1.1M | $61,836.29 | 5.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 958 | $123,295.59 | $150,741.3 | $27,445.71 | 22.26% |
Jeffrey McGrath Cetera Trust Company, N.A | 450 | $57,794 | $71,397 | $13,603 | 23.54% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 25 | $3,422.25 | $3,970.75 | $548.5 | 16.03% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,599 | $1.43M | $1.36M | -$69,528.59 | -4.86% |
Taylor Wagner Valued Wealth Advisors LLC | 37 | $4,777.39 | $5,979.75 | $1,202.36 | 25.17% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 10,888 | $1.7M | $1.72M | $22,646.13 | 1.33% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,676 | $497,299.38 | $583,969.36 | $86,669.98 | 17.43% |
Joel Arber L1 Capital International Pty Ltd | 707,925 | $109.68M | $112.91M | $3.24M | 2.95% |
Wayne Atkins VCI Wealth Management LLC | 15,901 | $2.37M | $2.52M | $144,548.52 | 6.09% |
Curtis Burkholder Bare Financial Services, Inc | 84 | $11,715.24 | $13,306.44 | $1,591.2 | 13.58% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,715 | $232,458.72 | $273,010.85 | $40,552.13 | 17.44% |