| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,846 | $773,630.19 | $1.24M | $468,641.96 | 60.58% |
Menachem Striks Morton Capital Management LLC/CA | 5,909 | $1.1M | $1.51M | $411,592.36 | 37.31% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 81,906 | $13.18M | $21M | $7.82M | 59.29% |
David Vollmer PFS Partners, LLC | 1,319 | $292,604.43 | $338,125.66 | $45,521.23 | 15.56% |
Benj Foor Frazier Financial Advisors, LLC | 1,921 | $413,085.72 | $497,980.85 | $84,895.13 | 20.55% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,341 | $1.32M | $2.14M | $820,015.27 | 62.21% |
Derek Ripp Austin Wealth Management, LLC | 1,779 | $282,190.67 | $456,046.67 | $173,856 | 61.61% |
Angela Kelley HTLF Bank | 51,837 | $8.12M | $13.29M | $5.16M | 63.55% |
Lydia Gallas Harbour Trust & Investment Management Co | 35,017 | $5.49M | $8.98M | $3.49M | 63.55% |
Scott L. Comeau BCU Wealth Advisors, LLC | 1,326 | $247,489.6 | $339,920.11 | $92,430.51 | 37.35% |
Amir Har-El Savvy Advisors, Inc. | 42,446 | $7.97M | $10.88M | $2.91M | 36.53% |
Ann Keitner Quantum Portfolio Management LLC | 3,071 | $578,614.76 | $787,250.88 | $208,636.12 | 36.06% |
Joseph Morrison Sentry LLC | 37,523 | $5.82M | $9.62M | $3.79M | 65.14% |
David W. Lewis Lewis Asset Management, LLC | 14,741 | $2.32M | $3.78M | $1.46M | 62.96% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 9,783 | $1.52M | $2.51M | $983,753.41 | 64.55% |
Owen McCabe Tyche Wealth Partners LLC | 22,399 | $3.51M | $5.71M | $2.2M | 62.62% |
William Ramsay Financial Symmetry Inc | 1,972 | $376,190 | $505,522.22 | $129,332.22 | 34.38% |
United Advisor Group LLC United Advisor Group, LLC | 9,007 | $1.51M | $2.31M | $799,429.02 | 52.96% |
Jeff Ramsey Quotient Wealth Partners, LLC | 14,016 | $2.28M | $3.59M | $1.31M | 57.43% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,208 | $199,540.42 | $309,670.81 | $110,130.39 | 55.19% |