| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 10,909 | $5.32M | $8.25M | $2.93M | 55.02% |
Benj Foor Frazier Financial Advisors, LLC | 1,618 | $939,425.94 | $1.22M | $284,024.76 | 30.23% |
Derek Ripp Austin Wealth Management, LLC | 907 | $446,894.18 | $685,229.42 | $238,335.24 | 53.33% |
Angela Kelley HTLF Bank | 9,050 | $4.33M | $6.84M | $2.52M | 58.11% |
Lydia Gallas Harbour Trust & Investment Management Co | 541 | $265,421.21 | $409,077.15 | $143,655.94 | 54.12% |
Scott L. Comeau BCU Wealth Advisors, LLC | 13,727 | $8.57M | $10.27M | $1.69M | 19.75% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 731 | $489,427.69 | $554,383.1 | $64,955.41 | 13.27% |
Amir Har-El Savvy Advisors, Inc. | 124,298 | $79.52M | $93.95M | $14.43M | 18.14% |
Joseph Morrison Sentry LLC | 19,886 | $8.82M | $15.04M | $6.22M | 70.53% |
Cindi Hill Keener Financial Planning LLC | 1,734 | $840,825.08 | $1.31M | $470,339.02 | 55.94% |
David W. Lewis Lewis Asset Management, LLC | 722 | $448,366.67 | $545,940.3 | $97,573.63 | 21.76% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 7,200 | $2.67M | $5.44M | $2.77M | 103.64% |
Owen McCabe Tyche Wealth Partners LLC | 15,940 | $9.23M | $12.05M | $2.83M | 30.62% |
William Ramsay Financial Symmetry Inc | 3,451 | $1.84M | $2.58M | $736,734.47 | 39.95% |
United Advisor Group LLC United Advisor Group, LLC | 4,478 | $2.95M | $3.39M | $433,188.21 | 14.67% |
Jeff Ramsey Quotient Wealth Partners, LLC | 793,084 | $431.58M | $599.69M | $168.11M | 38.95% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,174 | $2.17M | $2.4M | $226,021.14 | 10.4% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 1,494 | $714,647.24 | $1.13M | $415,040.86 | 58.08% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 12,141 | $6.87M | $9.18M | $2.31M | 33.64% |
Steven D Urban Urban Financial Advisory Corp | 259 | $176,685.1 | $195,842.85 | $19,157.75 | 10.84% |