| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,175 | $217,737.26 | $552,183.62 | $334,446.36 | 153.6% |
Angela Kelley HTLF Bank | 4,120 | $239,495.6 | $715,602.8 | $476,107.2 | 198.8% |
Amir Har-El Savvy Advisors, Inc. | 14,500 | $1.77M | $2.52M | $748,405.33 | 42.29% |
Ann Keitner Quantum Portfolio Management LLC | 2,510 | $238,903.27 | $435,861.5 | $196,958.23 | 82.44% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,394 | $205,253.95 | $242,123.86 | $36,869.91 | 17.96% |
United Advisor Group LLC United Advisor Group, LLC | 2,418 | $216,589.93 | $427,961.82 | $211,371.89 | 97.59% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,320 | $485,818.26 | $1.1M | $617,906.54 | 127.19% |
CARL LYMANGOOD Petros Family Wealth, LLC | 18,534 | $1.48M | $3.22M | $1.74M | 117.58% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 25,491 | $4.1M | $4.43M | $325,707.82 | 7.94% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,357 | $258,571.95 | $792,015.46 | $533,443.51 | 206.3% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 124 | $13,374.64 | $21,558.64 | $8,184 | 61.19% |
Jeffrey McGrath Cetera Trust Company, N.A | 210 | $12,207.09 | $36,674.4 | $24,467.31 | 200.44% |
Jonathon Gold Gold Investment Management Ltd. | 11,790 | $883,726.34 | $2.06M | $1.17M | 132.73% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 5,241 | $372,803.95 | $1.09M | $718,634.3 | 192.76% |
PETER KRUSSEL Southland Equity Partners LLC | 1,887 | $232,862.98 | $344,981.36 | $112,118.38 | 48.15% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 113,647 | $8.74M | $19.73M | $11M | 125.82% |
Taylor Wagner Valued Wealth Advisors LLC | 392 | $59,077.94 | $71,665.44 | $12,587.5 | 21.31% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 11,101 | $994,360.97 | $2.01M | $1.01M | 101.72% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,005 | $232,557.77 | $521,938.45 | $289,380.68 | 124.43% |
Dane Grouell Turning Point Benefit Group, Inc. | 2,562 | $293,363.46 | $445,788 | $152,424.54 | 51.96% |