| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Menachem Striks Morton Capital Management LLC/CA | 6,886 | $473,139.23 | $534,422.46 | $61,283.23 | 12.95% |
David Vollmer PFS Partners, LLC | 187 | $10,832.61 | $14,513.07 | $3,680.46 | 33.98% |
Benj Foor Frazier Financial Advisors, LLC | 241 | $16,809.82 | $19,282.41 | $2,472.59 | 14.71% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,838 | $317,940 | $297,867.18 | -$20,072.82 | -6.31% |
Angela Kelley HTLF Bank | 5,954 | $310,918 | $462,089.94 | $151,171.94 | 48.62% |
Scott L. Comeau BCU Wealth Advisors, LLC | 29,156 | $1.84M | $2.26M | $421,335.04 | 22.88% |
Amir Har-El Savvy Advisors, Inc. | 86,228 | $5.39M | $6.69M | $1.3M | 24.16% |
Cindi Hill Keener Financial Planning LLC | 4,231 | $230,139.52 | $328,367.91 | $98,228.39 | 42.68% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,660 | $137,514 | $128,832.6 | -$8,681.4 | -6.31% |
Owen McCabe Tyche Wealth Partners LLC | 30,354 | $2.06M | $2.43M | $369,526.73 | 17.96% |
United Advisor Group LLC United Advisor Group, LLC | 69,711 | $4.23M | $5.41M | $1.18M | 27.81% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1.85M | $97.41M | $143.71M | $46.3M | 47.53% |
CARL LYMANGOOD Petros Family Wealth, LLC | 6,802 | $457,230.08 | $527,903.22 | $70,673.14 | 15.46% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,570 | $331,931.49 | $365,645.71 | $33,714.22 | 10.16% |
Steven D Urban Urban Financial Advisory Corp | 85,714 | $7.07M | $6.85M | -$214,513.38 | -3.03% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 24,668 | $1.42M | $1.91M | $491,715.81 | 34.56% |
Jeffrey McGrath Cetera Trust Company, N.A | 800 | $53,776.19 | $62,088 | $8,311.81 | 15.46% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 615 | $31,904.6 | $47,730.15 | $15,825.55 | 49.6% |
Jonathon Gold Gold Investment Management Ltd. | 9,136 | $463,474.6 | $730,514.56 | $267,039.96 | 57.62% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 147,108 | $9.02M | $11.42M | $2.4M | 26.55% |