| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 300 | $27,838.2 | $99,549 | $71,710.8 | 257.6% |
Benj Foor Frazier Financial Advisors, LLC | 192 | $32,397.62 | $69,845.76 | $37,448.14 | 115.59% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 21,952 | $3.73M | $7.28M | $3.56M | 95.54% |
Angela Kelley HTLF Bank | 2,956 | $435,563.89 | $980,889.45 | $545,325.56 | 125.2% |
Lydia Gallas Harbour Trust & Investment Management Co | 69,760 | $11.6M | $23.15M | $11.55M | 99.62% |
Amir Har-El Savvy Advisors, Inc. | 21,918 | $3.93M | $7.27M | $3.35M | 85.18% |
David W. Lewis Lewis Asset Management, LLC | 2,828 | $502,343.92 | $938,415.21 | $436,071.29 | 86.81% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 562 | $191,653 | $186,488.45 | -$5,164.55 | -2.69% |
Owen McCabe Tyche Wealth Partners LLC | 7,736 | $1.74M | $2.78M | $1.05M | 60.29% |
United Advisor Group LLC United Advisor Group, LLC | 4,083 | $1.04M | $1.35M | $311,607.45 | 29.87% |
Jeff Ramsey Quotient Wealth Partners, LLC | 8,667 | $1.3M | $2.88M | $1.58M | 121.89% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,103 | $376,145 | $366,008.48 | -$10,136.52 | -2.69% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 23,348 | $4.03M | $7.75M | $3.72M | 92.23% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,726 | $414,653.76 | $904,568.55 | $489,914.79 | 118.15% |
Jeffrey McGrath Cetera Trust Company, N.A | 348 | $51,309.12 | $134,679.48 | $83,370.36 | 162.49% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 150 | $25,426.5 | $49,774.5 | $24,348 | 95.76% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,089 | $764,672.64 | $1.58M | $817,811.25 | 106.95% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 37,508 | $4.98M | $12.45M | $7.47M | 150.15% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 812 | $276,908 | $269,445.95 | -$7,462.05 | -2.69% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 1,694 | $287,141.47 | $655,594.94 | $368,453.47 | 128.32% |