| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 17 | $2,108.12 | $2,308.94 | $200.82 | 9.53% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 37,313 | $4.67M | $5.12M | $457,194.85 | 9.8% |
Angela Kelley HTLF Bank | 2,489 | $269,622.44 | $341,353.9 | $71,731.46 | 26.6% |
Lydia Gallas Harbour Trust & Investment Management Co | 195,906 | $21.38M | $26.95M | $5.58M | 26.09% |
Amir Har-El Savvy Advisors, Inc. | 81,327 | $10.32M | $11.1M | $783,399.22 | 7.59% |
Ann Keitner Quantum Portfolio Management LLC | 283 | $41,972 | $38,417.25 | -$3,554.75 | -8.47% |
Joseph Morrison Sentry LLC | 2,980 | $299,677.99 | $411,299.6 | $111,621.61 | 37.25% |
Cindi Hill Keener Financial Planning LLC | 175,331 | $19.55M | $23.93M | $4.38M | 22.43% |
David W. Lewis Lewis Asset Management, LLC | 20,792 | $2.27M | $2.84M | $570,159.33 | 25.13% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 172,054 | $14.77M | $23.35M | $8.58M | 58.13% |
Owen McCabe Tyche Wealth Partners LLC | 6,551 | $766,163.14 | $892,966.81 | $126,803.67 | 16.55% |
United Advisor Group LLC United Advisor Group, LLC | 34,675 | $4.06M | $4.71M | $649,056.5 | 15.99% |
Jeff Ramsey Quotient Wealth Partners, LLC | 21,870 | $2.49M | $2.98M | $492,382.8 | 19.81% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,911 | $472,191.21 | $539,796.22 | $67,605.01 | 14.32% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,900 | $539,970.4 | $667,772 | $127,801.6 | 23.67% |
Steven D Urban Urban Financial Advisory Corp | 323,428 | $40.23M | $44.1M | $3.87M | 9.61% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 7,985 | $944,465.2 | $1.09M | $145,726.85 | 15.43% |
Jeffrey McGrath Cetera Trust Company, N.A | 209 | $25,118 | $28,488.79 | $3,370.79 | 13.42% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,618 | $174,647.66 | $220,679.02 | $46,031.36 | 26.36% |
One Degree Advisors Inc. One Degree Advisors Inc | 1,738 | $217,826.78 | $237,445.56 | $19,618.78 | 9.01% |