| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 14,983 | $784,926.08 | $1.1M | $310,780.71 | 39.59% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 171,890 | $8.77M | $12.57M | $3.8M | 43.33% |
David Vollmer PFS Partners, LLC | 3,317 | $153,119.8 | $242,572.21 | $89,452.41 | 58.42% |
Angela Kelley HTLF Bank | 4,533 | $182,861.61 | $324,381.48 | $141,519.87 | 77.39% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,402 | $143,435.06 | $248,873.31 | $105,438.25 | 73.51% |
Amir Har-El Savvy Advisors, Inc. | 36,100 | $2.19M | $2.67M | $476,706.63 | 21.78% |
Joseph Morrison Sentry LLC | 4,119 | $183,789.81 | $301,325.44 | $117,535.63 | 63.95% |
David W. Lewis Lewis Asset Management, LLC | 12,422 | $728,301.51 | $908,420.86 | $180,119.35 | 24.73% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,533 | $106,901.47 | $113,886.57 | $6,985.1 | 6.53% |
Owen McCabe Tyche Wealth Partners LLC | 87,728 | $3.66M | $6.42M | $2.75M | 75.11% |
United Advisor Group LLC United Advisor Group, LLC | 35,245 | $1.77M | $2.58M | $811,745.51 | 45.97% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,828 | $403,766.74 | $572,461.64 | $168,694.9 | 41.78% |
Timothy Bolger Arrow Capital Pty Ltd | 75,000 | $5.4M | $5.58M | $186,375 | 3.45% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,053 | $307,446.15 | $369,525.89 | $62,079.74 | 20.19% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,092 | $52,882.31 | $80,414.88 | $27,532.57 | 52.06% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 415 | $16,671 | $30,348.95 | $13,677.95 | 82.05% |
PETER KRUSSEL Southland Equity Partners LLC | 8,541 | $442,652.91 | $624,603.33 | $181,950.42 | 41.1% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 36,233 | $2.16M | $2.65M | $491,126.33 | 22.75% |
Jon Deven Mouton CAP Partners, LLC | 6,970 | $291,733.15 | $509,890.35 | $218,157.2 | 74.78% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 12,332 | $789,987.11 | $910,594.88 | $120,607.77 | 15.27% |