| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BTW BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,093 | $218,796.97 | $241,532.37 | $22,735.4 | 10.39% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 53,507 | $3.85M | $4.18M | $333,300.69 | 8.67% |
Benj Foor Frazier Financial Advisors, LLC | 1,848 | $130,477.03 | $144,495.12 | $14,018.09 | 10.74% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,499 | $221,532.23 | $273,516.83 | $51,984.6 | 23.47% |
Angela Kelley HTLF Bank | 29,566 | $1.74M | $2.31M | $569,440.62 | 32.68% |
Lydia Gallas Harbour Trust & Investment Management Co | 6,046 | $358,509.05 | $472,132.14 | $113,623.09 | 31.69% |
Scott L. Comeau BCU Wealth Advisors, LLC | 8,665 | $510,608.91 | $676,129.95 | $165,521.04 | 32.42% |
Amir Har-El Savvy Advisors, Inc. | 59,168 | $4.14M | $4.63M | $486,169.52 | 11.74% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 109,854 | $6.61M | $8.59M | $1.98M | 29.95% |
Owen McCabe Tyche Wealth Partners LLC | 46,277 | $2.74M | $3.61M | $872,088.37 | 31.81% |
| UAG United Advisor Group LLC United Advisor Group, LLC | 20,264 | $1.34M | $1.58M | $240,214.87 | 17.9% |
Jeff Ramsey Quotient Wealth Partners, LLC | 16,589 | $1.03M | $1.3M | $264,993.47 | 25.7% |
CARL LYMANGOOD Petros Family Wealth, LLC | 12,877 | $952,595.68 | $1.01M | $54,256.95 | 5.7% |
| UPL Uptick Partners LLC UPTICK PARTNERS, LLC | 9,838 | $644,120.43 | $775,037.64 | $130,966.4 | 20.33% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 11,280 | $666,194.79 | $880,855.2 | $214,649.13 | 32.22% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 6,674 | $406,356.9 | $521,573.1 | $115,216.2 | 28.35% |
Jeffrey McGrath Cetera Trust Company, N.A | 30,596 | $1.83M | $2.39M | $565,533.87 | 30.98% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 539 | $32,000.87 | $42,090.51 | $10,089.64 | 31.53% |
Jonathon Gold Gold Investment Management Ltd. | 783 | $53,759.71 | $61,144.47 | $7,384.76 | 13.74% |
| TPW Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,916 | $274,547.05 | $305,800.44 | $31,253.39 | 11.38% |