| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Derek Ripp Austin Wealth Management, LLC | 2,029 | $803,691.61 | $1.1M | $297,649.59 | 37.04% |
Angela Kelley HTLF Bank | 48,908 | $18.39M | $25.94M | $7.55M | 41.06% |
Lydia Gallas Harbour Trust & Investment Management Co | 70,609 | $27.59M | $37.8M | $10.21M | 37.02% |
Scott L. Comeau BCU Wealth Advisors, LLC | 609 | $302,840.16 | $322,191.45 | $19,351.29 | 6.39% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,898 | $1.52M | $2.09M | $571,359.47 | 37.6% |
Amir Har-El Savvy Advisors, Inc. | 151,539 | $65.05M | $81.78M | $16.73M | 25.73% |
Ann Keitner Quantum Portfolio Management LLC | 9,590 | $4.3M | $5.03M | $728,461.22 | 16.93% |
Joseph Morrison Sentry LLC | 25,518 | $7.59M | $13.71M | $6.12M | 80.55% |
Cindi Hill Keener Financial Planning LLC | 2,357 | $1M | $1.27M | $271,436.97 | 27.13% |
David W. Lewis Lewis Asset Management, LLC | 14,712 | $6.23M | $7.79M | $1.56M | 25.04% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11,663 | $3.15M | $6.14M | $2.98M | 94.66% |
Owen McCabe Tyche Wealth Partners LLC | 32,378 | $13.1M | $17.13M | $4.03M | 30.8% |
William Ramsay Financial Symmetry Inc | 1,770 | $709,257.35 | $954,384 | $245,126.65 | 34.56% |
United Advisor Group LLC United Advisor Group, LLC | 42,915 | $17.86M | $22.51M | $4.65M | 26.05% |
Jeff Ramsey Quotient Wealth Partners, LLC | 34,672 | $13.46M | $18.31M | $4.85M | 35.98% |
CARL LYMANGOOD Petros Family Wealth, LLC | 9,937 | $4.29M | $5.34M | $1.05M | 24.38% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 57,704 | $22.37M | $31.21M | $8.84M | 39.49% |
Raymond Debbane Siren, L.L.C. | 37,500 | $14.33M | $20.23M | $5.9M | 41.2% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 19,084 | $8.02M | $10.1M | $2.08M | 25.88% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 14,875 | $5.65M | $7.87M | $2.22M | 39.24% |