| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 15,994 | $3.44M | $4.66M | $1.22M | 35.57% |
Angela Kelley HTLF Bank | 3,992 | $806,999.74 | $1.16M | $355,470.7 | 44.05% |
Lydia Gallas Harbour Trust & Investment Management Co | 963 | $238,120.54 | $280,425.61 | $42,305.07 | 17.77% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,035 | $228,291.67 | $301,392 | $73,100.33 | 32.02% |
Amir Har-El Savvy Advisors, Inc. | 10,072 | $2.24M | $2.93M | $690,201.46 | 30.77% |
Joseph Morrison Sentry LLC | 3,308 | $592,727.88 | $963,289.63 | $370,561.75 | 62.52% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,077 | $377,063.99 | $604,822.42 | $227,758.43 | 60.4% |
Owen McCabe Tyche Wealth Partners LLC | 3,881 | $790,910.69 | $1.16M | $372,496.64 | 47.1% |
United Advisor Group LLC United Advisor Group, LLC | 9,185 | $2.26M | $2.67M | $414,551.56 | 18.34% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,699 | $817,185.04 | $1.08M | $259,963.8 | 31.81% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,773 | $361,451.39 | $534,559.5 | $173,108.11 | 47.89% |
Steven D Urban Urban Financial Advisory Corp | 2,259 | $455,512.49 | $677,180.41 | $221,667.92 | 48.66% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,426 | $286,797.34 | $415,251.21 | $128,453.87 | 44.79% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 51 | $12,648 | $14,851.2 | $2,203.2 | 17.42% |
Jeffrey McGrath Cetera Trust Company, N.A | 735 | $153,331.28 | $214,032.01 | $60,700.73 | 39.59% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 695 | $136,841.89 | $202,384.01 | $65,542.12 | 47.9% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 231 | $57,265 | $67,267.2 | $10,002.2 | 17.47% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 974 | $210,268.06 | $283,628.81 | $73,360.75 | 34.89% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 929 | $185,331.28 | $270,524.81 | $85,193.53 | 45.97% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,759 | $686,593.19 | $803,420.83 | $116,827.64 | 17.02% |