| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 174 | $22,366.37 | $30,035.88 | $7,669.51 | 34.29% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,925 | $309,833.51 | $332,293.5 | $22,459.99 | 7.25% |
Angela Kelley HTLF Bank | 2,307 | $336,978.64 | $398,234.34 | $61,255.7 | 18.18% |
Lydia Gallas Harbour Trust & Investment Management Co | 6,828 | $987,533.73 | $1.18M | $191,115.63 | 19.35% |
Amir Har-El Savvy Advisors, Inc. | 25,086 | $3.92M | $4.42M | $505,099.96 | 12.89% |
David W. Lewis Lewis Asset Management, LLC | 4,322 | $665,863.07 | $746,063.64 | $80,200.57 | 12.04% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,118 | $206,595 | $195,750.62 | -$10,844.38 | -5.25% |
United Advisor Group LLC United Advisor Group, LLC | 5,025 | $874,406.71 | $867,415.5 | -$6,991.21 | -0.8% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,592 | $542,248.49 | $620,051.04 | $77,802.55 | 14.35% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,921 | $310,078.01 | $331,603.02 | $21,525.01 | 6.94% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 6,454 | $1.05M | $1.11M | $65,906.96 | 6.29% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 629 | $89,043.77 | $110,949.31 | $21,905.54 | 24.6% |
Jeffrey McGrath Cetera Trust Company, N.A | 800 | $115,704.06 | $138,096 | $22,391.94 | 19.35% |
One Degree Advisors Inc. One Degree Advisors Inc | 2,422 | $357,986.09 | $426,901.72 | $68,915.63 | 19.25% |
Jonathon Gold Gold Investment Management Ltd. | 25 | $3,616 | $4,315.5 | $699.5 | 19.34% |
PETER KRUSSEL Southland Equity Partners LLC | 3,888 | $582,063.67 | $671,146.56 | $89,082.89 | 15.3% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 62,614 | $7.38M | $10.81M | $3.43M | 46.4% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,197 | $1.06M | $1.11M | $49,440.78 | 4.68% |
Taylor Wagner Valued Wealth Advisors LLC | 204 | $34,212.85 | $35,952.96 | $1,740.11 | 5.09% |
Darin Sadow Freestone Grove Partners LP | 66,694 | $11.7M | $11.73M | $29,011.25 | 0.25% |