| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Gissy Tactive Advisors, LLC | 6,808 | $607,546.55 | $628,446.48 | $20,899.93 | 3.44% |
Benj Foor Frazier Financial Advisors, LLC | 342 | $30,315.59 | $31,501.62 | $1,186.03 | 3.91% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 19,156 | $1.77M | $1.78M | $16,091.16 | 0.91% |
Angela Kelley HTLF Bank | 2,874 | $212,705 | $266,965.86 | $54,260.86 | 25.51% |
Amir Har-El Savvy Advisors, Inc. | 29,938 | $2.58M | $2.82M | $247,164.02 | 9.59% |
Ann Keitner Quantum Portfolio Management LLC | 667 | $61,544 | $61,323.98 | -$220.02 | -0.36% |
David W. Lewis Lewis Asset Management, LLC | 3,262 | $300,981.73 | $301,474.04 | $492.31 | 0.16% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 622 | $57,391.8 | $57,242.66 | -$149.14 | -0.26% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,416 | $433,797.15 | $497,351.28 | $63,554.13 | 14.65% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,784 | $125,539.84 | $166,839.68 | $41,299.84 | 32.9% |
Jeffrey McGrath Cetera Trust Company, N.A | 27,330 | $1.9M | $2.52M | $621,141.26 | 32.74% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 5,326 | $366,428.8 | $491,563.17 | $125,134.37 | 34.15% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 133,192 | $7.65M | $12.37M | $4.72M | 61.67% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 9,414 | $883,483.16 | $886,422.24 | $2,939.08 | 0.33% |
Taylor Wagner Valued Wealth Advisors LLC | 345 | $28,833.78 | $31,719.3 | $2,885.52 | 10.01% |
Darin Sadow Freestone Grove Partners LP | 1 | $99.91 | $94.13 | -$5.78 | -5.79% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 20,316 | $1.87M | $1.88M | $1,877.31 | 0.1% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,679 | $250,972.89 | $247,432.44 | -$3,540.45 | -1.41% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,309 | $349,363.24 | $403,063.86 | $53,700.62 | 15.37% |
Anthony Blagrove Traveka Wealth, LLC | 2,809 | $225,334.42 | $261,545.99 | $36,211.57 | 16.07% |