| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 224,300 | $4.16M | $5.3M | $1.14M | 27.27% |
James Rankin Modern Wealth Management, LLC | 131,360 | $2.79M | $3.09M | $306,932.13 | 11.02% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 12,129 | $268,844.58 | $287,214.72 | $18,370.14 | 6.83% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 21,593 | $574,586.19 | $509,378.87 | -$65,207.32 | -11.35% |
David Vollmer PFS Partners, LLC | 25,645 | $466,114.08 | $605,734.9 | $139,620.82 | 29.95% |
Benj Foor Frazier Financial Advisors, LLC | 1,853 | $39,105.37 | $43,753.96 | $4,648.59 | 11.89% |
Angela Kelley HTLF Bank | 35,427 | $600,455.32 | $844,048.27 | $243,592.95 | 40.57% |
Lydia Gallas Harbour Trust & Investment Management Co | 11,336 | $318,936.9 | $267,813 | -$51,123.9 | -16.03% |
Amir Har-El Savvy Advisors, Inc. | 151,032 | $3.85M | $3.55M | -$297,963.21 | -7.74% |
Ann Keitner Quantum Portfolio Management LLC | 1,050 | $21,735 | $24,743.25 | $3,008.25 | 13.84% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 6,242 | $137,275.07 | $147,092.73 | $9,817.66 | 7.15% |
Owen McCabe Tyche Wealth Partners LLC | 55,642 | $971,160.02 | $1.32M | $343,938.65 | 35.42% |
United Advisor Group LLC United Advisor Group, LLC | 52,033 | $1.08M | $1.23M | $144,540.27 | 13.36% |
Jeff Ramsey Quotient Wealth Partners, LLC | 42,667 | $808,674 | $1.01M | $197,840.53 | 24.46% |
Raymond Debbane Siren, L.L.C. | 25,000 | $517,500 | $587,750 | $70,250 | 13.57% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 627 | $15,574.14 | $14,812.87 | -$761.27 | -4.89% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 11,179 | $192,906.86 | $264,271.56 | $71,364.7 | 36.99% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 24,224 | $433,854.59 | $569,990.72 | $136,136.13 | 31.38% |
Jeffrey McGrath Cetera Trust Company, N.A | 410 | $6,880 | $9,690.35 | $2,810.35 | 40.85% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 416 | $7,453.17 | $9,832.16 | $2,378.99 | 31.92% |