| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Kelley HTLF Bank | 828 | $519,898.52 | $1.05M | $527,380.72 | 101.44% |
Lydia Gallas Harbour Trust & Investment Management Co | 15,533 | $14.07M | $19.66M | $5.59M | 39.75% |
Amir Har-El Savvy Advisors, Inc. | 21,784 | $20.74M | $27.64M | $6.9M | 33.26% |
Ann Keitner Quantum Portfolio Management LLC | 239 | $187,047.46 | $300,647.66 | $113,600.2 | 60.73% |
Joseph Morrison Sentry LLC | 5,020 | $1.74M | $6.32M | $4.58M | 264.17% |
Cindi Hill Keener Financial Planning LLC | 613 | $388,918.66 | $776,965.24 | $388,046.58 | 99.78% |
David W. Lewis Lewis Asset Management, LLC | 2,724 | $2.08M | $3.43M | $1.35M | 64.59% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,269 | $514,173.29 | $2.85M | $2.33M | 453.52% |
Owen McCabe Tyche Wealth Partners LLC | 4,653 | $4.29M | $5.87M | $1.59M | 37.02% |
William Ramsay Financial Symmetry Inc | 459 | $509,156.85 | $581,323.5 | $72,166.65 | 14.17% |
United Advisor Group LLC United Advisor Group, LLC | 1,561 | $1.43M | $1.96M | $535,112.13 | 37.48% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,676 | $2.5M | $4.64M | $2.14M | 85.59% |
CARL LYMANGOOD Petros Family Wealth, LLC | 577 | $629,129.06 | $726,342.02 | $97,212.96 | 15.45% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 340 | $365,391 | $429,848.4 | $64,457.4 | 17.64% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,251 | $1.23M | $1.58M | $343,917.66 | 27.85% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 825 | $503,055.51 | $1.04M | $536,106.24 | 106.57% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 129 | $76,277.25 | $162,862.5 | $86,585.25 | 113.51% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,087 | $1.22M | $2.63M | $1.42M | 116.5% |
Kaitlin Theobald Sherrill & Hutchins Financial Advisory, Inc | 215 | $257,877 | $271,467.6 | $13,590.6 | 5.27% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 350 | $204,022 | $441,990.5 | $237,968.5 | 116.64% |