| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Derek Ripp Austin Wealth Management, LLC | 3,229 | $192,765.35 | $255,381.61 | $62,616.26 | 32.48% |
Angela Kelley HTLF Bank | 4,673 | $284,605.05 | $373,092.32 | $88,487.27 | 31.09% |
Lydia Gallas Harbour Trust & Investment Management Co | 149,795 | $9.92M | $12M | $2.08M | 21.01% |
Amir Har-El Savvy Advisors, Inc. | 45,549 | $3.62M | $3.6M | -$16,551.46 | -0.46% |
Ann Keitner Quantum Portfolio Management LLC | 10,595 | $813,887.82 | $844,050.67 | $30,162.85 | 3.71% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 14,966 | $665,845.57 | $1.2M | $529,638.51 | 79.54% |
Owen McCabe Tyche Wealth Partners LLC | 46,868 | $2.88M | $3.74M | $866,060.84 | 30.1% |
United Advisor Group LLC United Advisor Group, LLC | 6,634 | $513,013.59 | $528,497.61 | $15,484.02 | 3.02% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,798 | $678,670.85 | $861,950.35 | $183,279.5 | 27.01% |
CARL LYMANGOOD Petros Family Wealth, LLC | 11,484 | $865,319.97 | $914,585.76 | $49,265.79 | 5.69% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 57,654 | $3.65M | $4.55M | $903,482.64 | 24.78% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,708 | $284,672.45 | $296,120.88 | $11,448.43 | 4.02% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 11,129 | $692,467 | $888,372.42 | $195,905.42 | 28.29% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,478 | $214,943.78 | $274,344.64 | $59,400.86 | 27.64% |
Jeffrey McGrath Cetera Trust Company, N.A | 18,075 | $1.51M | $1.44M | -$63,942.84 | -4.24% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 916 | $53,540 | $73,211.3 | $19,671.3 | 36.74% |
Jonathon Gold Gold Investment Management Ltd. | 13 | $921.53 | $1,038.63 | $117.1 | 12.71% |
PETER KRUSSEL Southland Equity Partners LLC | 10,443 | $800,725.65 | $834,656.77 | $33,931.12 | 4.24% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 2,753 | $223,493.05 | $219,303.98 | -$4,189.07 | -1.87% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 6,815 | $598,167 | $538,282.77 | -$59,884.23 | -10.01% |