| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Weber DecisionMap Wealth Management, LLC | 944 | $298,222.23 | $348,364.32 | $50,142.09 | 16.81% |
James Rankin Modern Wealth Management, LLC | 1,967 | $697,945.88 | $752,436.51 | $54,490.63 | 7.81% |
Angela Kelley HTLF Bank | 807 | $213,290 | $297,807.21 | $84,517.21 | 39.63% |
Lydia Gallas Harbour Trust & Investment Management Co | 81,530 | $18.67M | $30.09M | $11.42M | 61.15% |
Amir Har-El Savvy Advisors, Inc. | 21,020 | $7.21M | $7.76M | $547,759.57 | 7.6% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 585 | $186,071 | $215,882.55 | $29,811.55 | 16.02% |
Owen McCabe Tyche Wealth Partners LLC | 956 | $327,883.81 | $364,924.32 | $37,040.51 | 11.3% |
Jeff Ramsey Quotient Wealth Partners, LLC | 19,456 | $5.47M | $7.18M | $1.71M | 31.27% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,917 | $2.08M | $3.03M | $954,395.92 | 45.93% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,404 | $840,322.48 | $916,717.32 | $76,394.84 | 9.09% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,707 | $943,121.49 | $998,964.21 | $55,842.72 | 5.92% |
Brad Sayre Shared Vision Wealth Group LLC | 7,864 | $2.64M | $2.9M | $258,102.81 | 9.76% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 6,479 | $1.45M | $2.39M | $943,504.36 | 65.18% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 16,685 | $5.65M | $6.16M | $510,354.49 | 9.04% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 4,679 | $1.14M | $1.79M | $649,732.3 | 56.99% |
Andy Bloom MB Generational Wealth, LLC | 45,493 | $11.66M | $16.79M | $5.13M | 44.03% |
Thomas Hood Alternative Investment Advisors, LLC. | 23,553 | $6.35M | $8.97M | $2.62M | 41.29% |
Keisuke Ichihara Rakuten Securities, Inc. | 5 | $1,642.8 | $1,906.65 | $263.85 | 16.06% |
Joshua Stipcich Tidemark, LLC | 2,450 | $815,453.75 | $938,350 | $122,896.25 | 15.07% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,523 | $2.09M | $2.41M | $320,298.08 | 15.35% |