| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 2,057 | $490,534.35 | $696,777.89 | $206,243.54 | 42.04% |
Benj Foor Frazier Financial Advisors, LLC | 6,202 | $1.09M | $2.1M | $1.01M | 92.56% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 10,378 | $1.87M | $3.57M | $1.7M | 91.08% |
Derek Ripp Austin Wealth Management, LLC | 762 | $192,779.04 | $258,607.56 | $65,828.52 | 34.15% |
Angela Kelley HTLF Bank | 48,932 | $8.32M | $16.78M | $8.46M | 101.59% |
Lydia Gallas Harbour Trust & Investment Management Co | 92,524 | $16.38M | $31.74M | $15.36M | 93.78% |
Scott L. Comeau BCU Wealth Advisors, LLC | 938 | $238,807.37 | $318,657.36 | $79,849.99 | 33.44% |
Amir Har-El Savvy Advisors, Inc. | 68,127 | $18.96M | $22.77M | $3.81M | 20.11% |
Ann Keitner Quantum Portfolio Management LLC | 3,684 | $747,956.01 | $1.24M | $496,867.59 | 66.43% |
Joseph Morrison Sentry LLC | 6,101 | $818,169.17 | $2.09M | $1.27M | 155.46% |
Cindi Hill Keener Financial Planning LLC | 2,843 | $717,267.52 | $948,112.07 | $230,844.55 | 32.18% |
David W. Lewis Lewis Asset Management, LLC | 4,819 | $1.24M | $1.64M | $400,297.82 | 32.22% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11,322 | $1.56M | $3.84M | $2.28M | 146.1% |
Owen McCabe Tyche Wealth Partners LLC | 20,119 | $3.7M | $6.83M | $3.13M | 84.69% |
United Advisor Group LLC United Advisor Group, LLC | 23,759 | $5.56M | $8.03M | $2.47M | 44.48% |
Jeff Ramsey Quotient Wealth Partners, LLC | 15,775 | $3.29M | $5.34M | $2.06M | 62.54% |
CARL LYMANGOOD Petros Family Wealth, LLC | 7,566 | $2.04M | $2.59M | $557,140.5 | 27.36% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 33,212 | $6.04M | $11.14M | $5.09M | 84.27% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,770 | $1.85M | $2.64M | $791,251.51 | 42.83% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 40,888 | $6.96M | $13.94M | $6.98M | 100.42% |