| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott McMillan White Wing Wealth Management | 828 | $210,287 | $214,578.85 | $4,291.85 | 2.04% |
Charles Corkery PUREfi Wealth, LLC | 7,469 | $1.15M | $1.86M | $706,510.49 | 61.42% |
Mark Weber DecisionMap Wealth Management, LLC | 4,364 | $643,534.41 | $1.11M | $464,528.83 | 72.18% |
James Rankin Modern Wealth Management, LLC | 57,332 | $10.1M | $14.6M | $4.5M | 44.52% |
KKM Financial LLC KKM Financial LLC | 37,425 | $6.49M | $9.3M | $2.81M | 43.28% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,846 | $773,630.19 | $1.23M | $456,817.67 | 59.05% |
Menachem Striks Morton Capital Management LLC/CA | 5,909 | $1.1M | $1.5M | $397,174.34 | 36% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 81,906 | $13.18M | $20.8M | $7.62M | 57.78% |
David Vollmer PFS Partners, LLC | 1,319 | $292,604.43 | $334,907.29 | $42,302.86 | 14.46% |
Benj Foor Frazier Financial Advisors, LLC | 1,921 | $413,085.72 | $487,761.11 | $74,675.39 | 18.08% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,341 | $1.32M | $2.07M | $755,455.85 | 57.31% |
Derek Ripp Austin Wealth Management, LLC | 1,779 | $282,190.67 | $451,705.89 | $169,515.22 | 60.07% |
Angela Kelley HTLF Bank | 51,837 | $8.12M | $12.89M | $4.76M | 58.61% |
Lydia Gallas Harbour Trust & Investment Management Co | 35,017 | $5.49M | $8.89M | $3.4M | 61.99% |
Scott L. Comeau BCU Wealth Advisors, LLC | 1,326 | $247,489.6 | $339,442.74 | $91,953.14 | 37.15% |
Amir Har-El Savvy Advisors, Inc. | 51,624 | $10.3M | $13.1M | $2.8M | 27.17% |
Ann Keitner Quantum Portfolio Management LLC | 3,125 | $592,329.14 | $793,468.75 | $201,139.61 | 33.96% |
Joseph Morrison Sentry LLC | 37,524 | $5.83M | $9.53M | $3.7M | 63.56% |
David W. Lewis Lewis Asset Management, LLC | 14,667 | $2.31M | $3.65M | $1.34M | 58.04% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 9,358 | $1.47M | $2.42M | $949,250.05 | 64.36% |