| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 3,838 | $324,648 | $384,030.28 | $59,382.28 | 18.29% |
David Vollmer PFS Partners, LLC | 370 | $23,383.54 | $36,896.4 | $13,512.86 | 57.79% |
Benj Foor Frazier Financial Advisors, LLC | 203 | $13,947.84 | $20,243.16 | $6,295.32 | 45.13% |
Angela Kelley HTLF Bank | 4,906 | $324,433.87 | $493,788.9 | $169,355.03 | 52.2% |
Amir Har-El Savvy Advisors, Inc. | 5,442 | $446,643.31 | $545,070.72 | $98,427.41 | 22.04% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,267 | $113,568.47 | $126,041.16 | $12,472.69 | 10.98% |
Owen McCabe Tyche Wealth Partners LLC | 3,213 | $216,044.73 | $320,400.36 | $104,355.63 | 48.3% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,167 | $299,255.17 | $415,533.24 | $116,278.07 | 38.86% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 623 | $41,722 | $62,300 | $20,578 | 49.32% |
Jeffrey McGrath Cetera Trust Company, N.A | 27,010 | $1.79M | $2.69M | $900,902.99 | 50.26% |
Jonathon Gold Gold Investment Management Ltd. | 1,960 | $129,614.89 | $197,274 | $67,659.11 | 52.2% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,443 | $700,472 | $841,935.96 | $141,463.96 | 20.2% |
Taylor Wagner Valued Wealth Advisors LLC | 313 | $25,339.81 | $31,058.99 | $5,719.18 | 22.57% |
Darin Sadow Freestone Grove Partners LP | 1.18M | $100.16M | $118.1M | $17.94M | 17.91% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 24,883 | $1.87M | $2.49M | $616,606.03 | 32.93% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 30,907 | $2.29M | $3.11M | $825,549.58 | 36.13% |
Julie Beswick Advantage Trust Co | 100 | $8,461 | $10,065 | $1,604 | 18.96% |
Curtis Burkholder Bare Financial Services, Inc | 52 | $4,304.08 | $5,214.04 | $909.96 | 21.14% |
Keisuke Ichihara Rakuten Securities, Inc. | 17 | $1,298.73 | $1,686.91 | $388.18 | 29.89% |
Joshua Stipcich Tidemark, LLC | 113 | $7,500.3 | $11,212.99 | $3,712.69 | 49.5% |