| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,686 | $607,669.69 | $771,432.75 | $163,763.06 | 26.95% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 3,683 | $503,466.11 | $613,808.78 | $110,342.67 | 21.92% |
David Vollmer PFS Partners, LLC | 100 | $9,239.1 | $16,408 | $7,168.9 | 77.59% |
Benj Foor Frazier Financial Advisors, LLC | 1,249 | $116,053.09 | $204,823.51 | $88,770.42 | 76.49% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,601 | $492,424.13 | $598,846.3 | $106,422.17 | 21.61% |
Angela Kelley HTLF Bank | 12,493 | $1.14M | $2.07M | $930,541.11 | 81.49% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,630 | $378,800.17 | $606,391.5 | $227,591.33 | 60.08% |
Amir Har-El Savvy Advisors, Inc. | 8,370 | $1.22M | $1.38M | $161,748.87 | 13.23% |
Joseph Morrison Sentry LLC | 7,882 | $700,679.71 | $1.32M | $620,816.41 | 88.6% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 305 | $49,383 | $49,955.95 | $572.95 | 1.16% |
Owen McCabe Tyche Wealth Partners LLC | 4,233 | $389,572.68 | $695,989.86 | $306,417.18 | 78.65% |
United Advisor Group LLC United Advisor Group, LLC | 6,843 | $684,596.57 | $1.12M | $438,476.59 | 64.05% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,054 | $427,529.59 | $666,558.68 | $239,029.09 | 55.91% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,668 | $248,076.63 | $274,252.56 | $26,175.93 | 10.55% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,603 | $236,233.39 | $263,869.83 | $27,636.44 | 11.7% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 553 | $71,942.57 | $91,477.26 | $19,534.69 | 27.15% |
Jeffrey McGrath Cetera Trust Company, N.A | 10,356 | $946,590.18 | $1.7M | $755,470.2 | 79.81% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 95 | $8,683.47 | $15,640.8 | $6,957.33 | 80.12% |
Jonathon Gold Gold Investment Management Ltd. | 1,729 | $171,457.86 | $287,532.7 | $116,074.84 | 67.7% |
PETER KRUSSEL Southland Equity Partners LLC | 1,701 | $156,749.33 | $280,001.61 | $123,252.28 | 78.63% |