| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,561 | $405,845.1 | $408,325.84 | $2,480.74 | 0.61% |
Angela Kelley HTLF Bank | 28,984 | $4.25M | $4.62M | $366,731.77 | 8.62% |
Lydia Gallas Harbour Trust & Investment Management Co | 11,518 | $1.69M | $1.84M | $147,186.68 | 8.7% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,238 | $465,497.05 | $516,104.82 | $50,607.77 | 10.87% |
Amir Har-El Savvy Advisors, Inc. | 192,221 | $29.71M | $30.27M | $559,589.44 | 1.88% |
Ann Keitner Quantum Portfolio Management LLC | 2,664 | $412,952.47 | $421,578 | $8,625.53 | 2.09% |
Joseph Morrison Sentry LLC | 8,417 | $1.26M | $1.34M | $79,896.69 | 6.37% |
David W. Lewis Lewis Asset Management, LLC | 14,619 | $2.23M | $2.32M | $90,375.01 | 4.05% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 10,673 | $1.61M | $1.69M | $83,799.11 | 5.2% |
Owen McCabe Tyche Wealth Partners LLC | 37,918 | $5.62M | $6.01M | $384,196.69 | 6.83% |
United Advisor Group LLC United Advisor Group, LLC | 25,179 | $4.05M | $3.98M | -$67,329.2 | -1.66% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,309 | $1.52M | $1.63M | $111,766.88 | 7.35% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 28,180 | $4.23M | $4.42M | $190,664.97 | 4.5% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 18,095 | $3M | $2.87M | -$128,739.87 | -4.3% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 7,646 | $1.13M | $1.22M | $82,110.06 | 7.25% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5,456 | $800,480.82 | $860,902.24 | $60,421.42 | 7.55% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,168 | $317,698.96 | $343,497.92 | $25,798.96 | 8.12% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,808 | $269,762.43 | $286,739.76 | $16,977.33 | 6.29% |
Jonathon Gold Gold Investment Management Ltd. | 918 | $134,866.82 | $146,352.15 | $11,485.33 | 8.52% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,393 | $363,709.3 | $380,415.21 | $16,705.91 | 4.59% |