| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 17 | $7,977 | $8,704.85 | $727.85 | 9.12% |
Benj Foor Frazier Financial Advisors, LLC | 156 | $69,802.17 | $80,062.32 | $10,260.15 | 14.7% |
Derek Ripp Austin Wealth Management, LLC | 414 | $192,718.87 | $212,473.08 | $19,754.21 | 10.25% |
Angela Kelley HTLF Bank | 1,048 | $430,423.87 | $537,854.56 | $107,430.69 | 24.96% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,640 | $1.09M | $1.35M | $264,169.24 | 24.22% |
Amir Har-El Savvy Advisors, Inc. | 7,137 | $3.3M | $3.66M | $361,074.13 | 10.94% |
Ann Keitner Quantum Portfolio Management LLC | 991 | $466,701.38 | $508,600.99 | $41,899.61 | 8.98% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 358 | $185,781 | $183,313.9 | -$2,467.1 | -1.33% |
Owen McCabe Tyche Wealth Partners LLC | 1,343 | $589,355.61 | $689,254.42 | $99,898.81 | 16.95% |
United Advisor Group LLC United Advisor Group, LLC | 786 | $373,863.69 | $403,390.9 | $29,527.21 | 7.9% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,027 | $905,828.61 | $1.04M | $134,468.27 | 14.84% |
CARL LYMANGOOD Petros Family Wealth, LLC | 410 | $173,533.65 | $210,420.19 | $36,886.54 | 21.26% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 970 | $398,389.18 | $497,823.37 | $99,434.19 | 24.96% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,487 | $1.89M | $2.3M | $408,792.36 | 21.58% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 424 | $174,515.11 | $217,605.27 | $43,090.16 | 24.69% |
Jeffrey McGrath Cetera Trust Company, N.A | 426 | $174,962 | $218,631.71 | $43,669.71 | 24.96% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 53 | $22,189.51 | $27,200.66 | $5,011.15 | 22.58% |
Jonathon Gold Gold Investment Management Ltd. | 495 | $203,569.6 | $254,043.89 | $50,474.29 | 24.79% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 400 | $198,304 | $205,287.99 | $6,983.99 | 3.52% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,432 | $1.65M | $1.76M | $111,551.94 | 6.76% |