| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 28,055 | $4.25M | $5.62M | $1.37M | 32.16% |
KKM Financial LLC KKM Financial LLC | 78,479 | $9.16M | $16.38M | $7.22M | 78.85% |
Joseph C. Gissy Tactive Advisors, LLC | 11,781 | $1.73M | $2.37M | $636,076.65 | 36.73% |
David Vollmer PFS Partners, LLC | 194 | $16,616.18 | $38,988.18 | $22,372 | 134.64% |
Benj Foor Frazier Financial Advisors, LLC | 254 | $37,157.76 | $51,046.38 | $13,888.62 | 37.38% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,726 | $148,095.03 | $346,874.22 | $198,779.19 | 134.22% |
Angela Kelley HTLF Bank | 2,894 | $218,873 | $581,607.18 | $362,734.18 | 165.73% |
Lydia Gallas Harbour Trust & Investment Management Co | 46,804 | $5.91M | $9.41M | $3.5M | 59.15% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 8,762 | $429,143.29 | $1.76M | $1.33M | 310.33% |
Amir Har-El Savvy Advisors, Inc. | 62,802 | $7.99M | $12.55M | $4.56M | 57.11% |
Ann Keitner Quantum Portfolio Management LLC | 11,961 | $1.4M | $2.4M | $1.01M | 72.25% |
David W. Lewis Lewis Asset Management, LLC | 1,277 | $238,822 | $256,638.69 | $17,816.69 | 7.46% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,861 | $107,386.68 | $365,816.77 | $258,430.09 | 240.65% |
Owen McCabe Tyche Wealth Partners LLC | 3,003 | $395,218.96 | $603,512.91 | $208,293.95 | 52.7% |
United Advisor Group LLC United Advisor Group, LLC | 99,671 | $4.75M | $20.03M | $15.28M | 321.7% |
Jeff Ramsey Quotient Wealth Partners, LLC | 12,680 | $695,218.18 | $2.55M | $1.85M | 266.55% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,241 | $345,411.18 | $651,343.77 | $305,932.59 | 88.57% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 103,536 | $5.68M | $20.72M | $15.04M | 264.98% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,199 | $368,443.49 | $441,933.03 | $73,489.54 | 19.95% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,918 | $274,388.08 | $385,460.46 | $111,072.38 | 40.48% |