| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,753 | $358,378.04 | $592,500.66 | $234,122.62 | 65.33% |
Menachem Striks Morton Capital Management LLC/CA | 4,613 | $521,157.72 | $992,809.86 | $471,652.14 | 90.5% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 2,788 | $337,794.13 | $600,033.36 | $262,239.23 | 77.63% |
David Vollmer PFS Partners, LLC | 348 | $52,589.32 | $74,896.56 | $22,307.24 | 42.42% |
Benj Foor Frazier Financial Advisors, LLC | 460 | $68,468.8 | $103,095.2 | $34,626.4 | 50.57% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 32,260 | $3.13M | $6.94M | $3.81M | 121.64% |
Angela Kelley HTLF Bank | 70,681 | $5.95M | $15.21M | $9.26M | 155.79% |
Lydia Gallas Harbour Trust & Investment Management Co | 101,820 | $9.84M | $21.91M | $12.07M | 122.7% |
Amir Har-El Savvy Advisors, Inc. | 33,611 | $5.28M | $7.23M | $1.95M | 37.04% |
Ann Keitner Quantum Portfolio Management LLC | 500 | $94,865 | $111,485 | $16,620 | 17.52% |
Joseph Morrison Sentry LLC | 16,121 | $1.56M | $3.59M | $2.03M | 130.25% |
David W. Lewis Lewis Asset Management, LLC | 6,332 | $849,138.5 | $1.36M | $513,634.54 | 60.49% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,831 | $405,012.45 | $824,507.82 | $419,495.37 | 103.58% |
Owen McCabe Tyche Wealth Partners LLC | 20,899 | $2.29M | $4.65M | $2.35M | 102.45% |
United Advisor Group LLC United Advisor Group, LLC | 5,137 | $640,478.7 | $1.11M | $465,106.44 | 72.62% |
Jeff Ramsey Quotient Wealth Partners, LLC | 15,705 | $1.65M | $3.38M | $1.73M | 105.2% |
CARL LYMANGOOD Petros Family Wealth, LLC | 7,926 | $1M | $1.71M | $704,594.39 | 70.37% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 36,424 | $3.45M | $7.84M | $4.39M | 126.95% |
Timothy Bolger Arrow Capital Pty Ltd | 25,000 | $4.74M | $5.56M | $814,750 | 17.18% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,850 | $561,856.74 | $862,862 | $301,005.26 | 53.57% |