| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas McElroy Philip James Wealth Mangement, LLC | 53,507 | $3.85M | $4.37M | $522,501.44 | 13.59% |
David Vollmer PFS Partners, LLC | 3,656 | $217,367.42 | $300,230.72 | $82,863.3 | 38.12% |
Benj Foor Frazier Financial Advisors, LLC | 1,848 | $130,477.03 | $150,722.88 | $20,245.85 | 15.52% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,003 | $192,302.95 | $246,606.36 | $54,303.41 | 28.24% |
Angela Kelley HTLF Bank | 29,566 | $1.74M | $2.43M | $689,922.07 | 39.6% |
Lydia Gallas Harbour Trust & Investment Management Co | 6,046 | $358,509.05 | $497,374.19 | $138,865.14 | 38.73% |
Scott L. Comeau BCU Wealth Advisors, LLC | 8,729 | $515,809.96 | $718,091.18 | $202,281.22 | 39.22% |
Amir Har-El Savvy Advisors, Inc. | 59,168 | $4.14M | $4.86M | $718,699.76 | 17.36% |
Joseph Morrison Sentry LLC | 5,453 | $338,686.97 | $444,746.68 | $106,059.71 | 31.31% |
David W. Lewis Lewis Asset Management, LLC | 16,664 | $1.13M | $1.36M | $224,625.13 | 19.8% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 131,783 | $8.39M | $10.82M | $2.43M | 28.96% |
Owen McCabe Tyche Wealth Partners LLC | 46,277 | $2.74M | $3.81M | $1.07M | 38.86% |
United Advisor Group LLC United Advisor Group, LLC | 20,264 | $1.34M | $1.65M | $310,530.95 | 23.14% |
Jeff Ramsey Quotient Wealth Partners, LLC | 16,589 | $1.03M | $1.35M | $321,727.85 | 31.2% |
CARL LYMANGOOD Petros Family Wealth, LLC | 12,877 | $952,595.68 | $1.06M | $106,730.72 | 11.2% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 9,838 | $644,120.43 | $807,404.66 | $163,284.23 | 25.35% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 11,280 | $666,194.79 | $925,749.6 | $259,554.81 | 38.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 6,674 | $406,356.9 | $548,068.88 | $141,711.98 | 34.87% |
Jeffrey McGrath Cetera Trust Company, N.A | 30,596 | $1.83M | $2.5M | $670,172.19 | 36.72% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 539 | $32,000.87 | $44,235.73 | $12,234.86 | 38.23% |