| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 179 | $78,999.53 | $107,979.96 | $28,980.43 | 36.68% |
Benj Foor Frazier Financial Advisors, LLC | 172 | $82,991.18 | $103,757.28 | $20,766.1 | 25.02% |
Angela Kelley HTLF Bank | 1,240 | $528,872.16 | $749,951.99 | $221,079.83 | 41.8% |
Lydia Gallas Harbour Trust & Investment Management Co | 43,641 | $19.13M | $26.33M | $7.2M | 37.62% |
Amir Har-El Savvy Advisors, Inc. | 18,892 | $9.93M | $11.68M | $1.76M | 17.7% |
Ann Keitner Quantum Portfolio Management LLC | 251 | $128,914 | $151,413.24 | $22,499.24 | 17.45% |
David W. Lewis Lewis Asset Management, LLC | 1,015 | $499,879.52 | $613,871.99 | $113,992.47 | 22.8% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 873 | $403,237.24 | $532,311.75 | $129,074.51 | 32.01% |
Owen McCabe Tyche Wealth Partners LLC | 7,173 | $3.36M | $4.33M | $965,848.44 | 28.74% |
William Ramsay Financial Symmetry Inc | 470 | $203,621.81 | $289,024.15 | $85,402.34 | 41.94% |
United Advisor Group LLC United Advisor Group, LLC | 1,546 | $826,215.93 | $932,609.02 | $106,393.09 | 12.88% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,970 | $1.77M | $2.39M | $620,728.76 | 34.99% |
CARL LYMANGOOD Petros Family Wealth, LLC | 403 | $215,601.95 | $243,105.72 | $27,503.77 | 12.76% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 5,763 | $2.83M | $3.57M | $740,587.85 | 26.21% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 474 | $261,484.91 | $285,935.76 | $24,450.85 | 9.35% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,162 | $497,486.91 | $702,777.59 | $205,290.68 | 41.27% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 191 | $98,668.06 | $117,516.57 | $18,848.51 | 19.1% |
Jeffrey McGrath Cetera Trust Company, N.A | 38 | $16,207.34 | $22,923.12 | $6,715.78 | 41.44% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 40 | $17,539 | $24,129.6 | $6,590.6 | 37.58% |
One Degree Advisors Inc. One Degree Advisors Inc | 413 | $178,744.82 | $255,184.44 | $76,439.62 | 42.76% |