| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 6,202 | $1.09M | $2.23M | $1.14M | 104.63% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 10,378 | $1.87M | $3.65M | $1.78M | 95.41% |
Derek Ripp Austin Wealth Management, LLC | 762 | $192,779.04 | $268,063.99 | $75,284.95 | 39.05% |
Angela Kelley HTLF Bank | 48,932 | $8.32M | $17.21M | $8.89M | 106.81% |
Lydia Gallas Harbour Trust & Investment Management Co | 92,524 | $16.38M | $32.55M | $16.17M | 98.71% |
Scott L. Comeau BCU Wealth Advisors, LLC | 940 | $239,297.83 | $330,682.61 | $91,384.78 | 38.19% |
Amir Har-El Savvy Advisors, Inc. | 60,145 | $16.34M | $21.16M | $4.82M | 29.47% |
Ann Keitner Quantum Portfolio Management LLC | 3,684 | $747,956.01 | $1.34M | $588,746.55 | 78.71% |
Joseph Morrison Sentry LLC | 6,101 | $818,169.17 | $2.21M | $1.4M | 170.57% |
Cindi Hill Keener Financial Planning LLC | 2,843 | $717,267.52 | $1M | $282,871.48 | 39.44% |
David W. Lewis Lewis Asset Management, LLC | 3,996 | $970,173.35 | $1.41M | $435,579.53 | 44.9% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11,218 | $1.52M | $3.95M | $2.42M | 158.8% |
Owen McCabe Tyche Wealth Partners LLC | 20,119 | $3.7M | $7.17M | $3.47M | 93.77% |
United Advisor Group LLC United Advisor Group, LLC | 23,759 | $5.56M | $8.36M | $2.8M | 50.42% |
Jeff Ramsey Quotient Wealth Partners, LLC | 15,009 | $3.04M | $5.28M | $2.24M | 73.9% |
CARL LYMANGOOD Petros Family Wealth, LLC | 7,566 | $2.04M | $2.66M | $625,461.56 | 30.72% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 33,212 | $6.04M | $11.68M | $5.64M | 93.3% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,770 | $1.85M | $2.8M | $948,127.81 | 51.32% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 40,888 | $6.96M | $14.38M | $7.43M | 106.81% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,078 | $360,177.42 | $731,019.64 | $370,842.22 | 102.96% |