| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Kelley HTLF Bank | 4,022 | $318,048.57 | $441,173.18 | $123,124.61 | 38.71% |
Amir Har-El Savvy Advisors, Inc. | 11,181 | $1.03M | $1.23M | $197,196.17 | 19.16% |
Ann Keitner Quantum Portfolio Management LLC | 833 | $91,897 | $95,645.06 | $3,748.06 | 4.08% |
Kevin M. Fox Fox Financial, Inc | 157,962 | $12.56M | $17.33M | $4.77M | 37.96% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 16,263 | $918,099.29 | $1.78M | $865,789.18 | 94.3% |
United Advisor Group LLC United Advisor Group, LLC | 4,404 | $435,217.49 | $483,074.76 | $47,857.27 | 11% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,268 | $609,438 | $687,536.92 | $78,098.92 | 12.81% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,263 | $200,048.91 | $248,228.47 | $48,179.56 | 24.08% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,087 | $646,881.81 | $801,823.18 | $154,941.37 | 23.95% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,541 | $276,823.36 | $388,412.29 | $111,588.93 | 40.31% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,635 | $140,593.77 | $186,177.45 | $45,583.68 | 32.42% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 5,206 | $437,773.1 | $571,046.14 | $133,273.04 | 30.44% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 45,810 | $3.73M | $5.02M | $1.3M | 34.79% |
Taylor Wagner Valued Wealth Advisors LLC | 52 | $4,783 | $5,703.88 | $920.88 | 19.25% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,934 | $243,893.52 | $331,776.72 | $87,883.2 | 36.03% |
Brad Sayre Shared Vision Wealth Group LLC | 2,592 | $229,695.62 | $284,316.48 | $54,620.86 | 23.78% |
Mark Fonville Fonville Wealth Management LLC | 2,129 | $205,552.7 | $233,530.01 | $27,977.31 | 13.61% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,712 | $400,850 | $541,031.84 | $140,181.84 | 34.97% |
Anthony Blagrove Traveka Wealth, LLC | 2,133 | $205,386.13 | $233,968.77 | $28,582.64 | 13.92% |
Julie Beswick Advantage Trust Co | 304 | $33,537 | $33,345.76 | -$191.24 | -0.57% |