| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott McMillan White Wing Wealth Management | 873 | $546,383.78 | $613,819.39 | $67,435.61 | 12.34% |
Charles Corkery PUREfi Wealth, LLC | 2,749 | $1.6M | $1.98M | $378,468.42 | 23.62% |
Mark Weber DecisionMap Wealth Management, LLC | 2,195 | $1.29M | $1.59M | $308,002.08 | 23.94% |
James Rankin Modern Wealth Management, LLC | 26,860 | $15.83M | $19.95M | $4.12M | 26.04% |
KKM Financial LLC KKM Financial LLC | 21,303 | $11.97M | $15.42M | $3.44M | 28.75% |
Joseph C. Gissy Tactive Advisors, LLC | 7,320 | $3.86M | $5.27M | $1.42M | 36.75% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 385 | $284,202.77 | $276,741.85 | -$7,460.92 | -2.63% |
Menachem Striks Morton Capital Management LLC/CA | 2,687 | $1.17M | $1.94M | $774,250.05 | 66.34% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 646 | $399,830.69 | $467,765.37 | $67,934.68 | 16.99% |
David Vollmer PFS Partners, LLC | 73 | $28,572.73 | $51,938.04 | $23,365.31 | 81.77% |
Benj Foor Frazier Financial Advisors, LLC | 1,705 | $747,488.48 | $1.21M | $465,584.92 | 62.29% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,692 | $2.67M | $2.66M | -$7,264.32 | -0.27% |
Derek Ripp Austin Wealth Management, LLC | 1,957 | $997,900.45 | $1.44M | $445,700.17 | 44.66% |
Angela Kelley HTLF Bank | 1,479 | $544,346.31 | $1.07M | $520,888.65 | 95.69% |
Lydia Gallas Harbour Trust & Investment Management Co | 30,609 | $17.92M | $22.12M | $4.2M | 23.44% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,730 | $1.03M | $1.26M | $224,468.48 | 21.74% |
Amir Har-El Savvy Advisors, Inc. | 31,841 | $19.55M | $23.56M | $4.01M | 20.54% |
Ann Keitner Quantum Portfolio Management LLC | 3,849 | $2.4M | $2.73M | $334,790.74 | 13.95% |
David W. Lewis Lewis Asset Management, LLC | 5,436 | $2.13M | $3.92M | $1.79M | 83.99% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,346 | $398,983.88 | $948,930 | $549,946.12 | 137.84% |