| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 15,300 | $6.58M | $7.11M | $530,492.28 | 8.06% |
Menachem Striks Morton Capital Management LLC/CA | 39,977 | $13.57M | $18.58M | $5.01M | 36.94% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 2,131 | $875,514.55 | $990,318.32 | $114,803.77 | 13.11% |
David Vollmer PFS Partners, LLC | 2,726 | $991,784.71 | $1.27M | $275,042.01 | 27.73% |
Benj Foor Frazier Financial Advisors, LLC | 4,442 | $1.74M | $2.22M | $484,875.99 | 27.94% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 27,745 | $10.81M | $12.89M | $2.09M | 19.32% |
Derek Ripp Austin Wealth Management, LLC | 2,029 | $803,691.61 | $942,916.88 | $139,225.27 | 17.32% |
Angela Kelley HTLF Bank | 48,908 | $18.39M | $22.73M | $4.34M | 23.58% |
Lydia Gallas Harbour Trust & Investment Management Co | 70,609 | $27.59M | $32.81M | $5.22M | 18.93% |
Scott L. Comeau BCU Wealth Advisors, LLC | 632 | $314,277.47 | $293,703.04 | -$20,574.43 | -6.55% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,898 | $1.52M | $1.81M | $291,989.81 | 19.22% |
Amir Har-El Savvy Advisors, Inc. | 131,552 | $57.59M | $61.13M | $3.54M | 6.15% |
Ann Keitner Quantum Portfolio Management LLC | 9,590 | $4.3M | $4.75M | $448,145.42 | 10.42% |
Joseph Morrison Sentry LLC | 25,518 | $7.59M | $12.64M | $5.05M | 66.48% |
Cindi Hill Keener Financial Planning LLC | 2,357 | $1M | $1.1M | $94,991.95 | 9.5% |
David W. Lewis Lewis Asset Management, LLC | 14,864 | $6.28M | $6.91M | $622,906.05 | 9.91% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11,344 | $2.99M | $5.27M | $2.28M | 76.34% |
Owen McCabe Tyche Wealth Partners LLC | 32,378 | $13.1M | $15.78M | $2.69M | 20.52% |
William Ramsay Financial Symmetry Inc | 2,193 | $868,322.17 | $1.02M | $150,808.79 | 17.37% |
United Advisor Group LLC United Advisor Group, LLC | 42,915 | $17.86M | $19.94M | $2.08M | 11.66% |