| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Kelley HTLF Bank | 3,046 | $433,810.62 | $477,582.34 | $43,771.72 | 10.09% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 4,511 | $642,793.64 | $709,196.86 | $66,403.22 | 10.33% |
Amir Har-El Savvy Advisors, Inc. | 4,710 | $529,343.41 | $738,551.55 | $209,208.14 | 39.52% |
Joseph Morrison Sentry LLC | 2,720 | $441,634.94 | $431,908.8 | -$9,726.14 | -2.2% |
David W. Lewis Lewis Asset Management, LLC | 3,149 | $335,051.47 | $489,543.54 | $154,492.07 | 46.11% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,063 | $138,838 | $163,213.02 | $24,375.02 | 17.56% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,439 | $297,634.14 | $377,142.57 | $79,508.43 | 26.71% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,578 | $206,102 | $250,570.62 | $44,468.62 | 21.58% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,171 | $125,019.92 | $183,765.03 | $58,745.11 | 46.99% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,303 | $327,993.55 | $356,665.61 | $28,672.06 | 8.74% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,052 | $149,742 | $162,954.8 | $13,212.8 | 8.82% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,607 | $437,168.79 | $564,964.41 | $127,795.62 | 29.23% |
Taylor Wagner Valued Wealth Advisors LLC | 323 | $40,488.53 | $49,822.75 | $9,334.22 | 23.05% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 19,539 | $2.36M | $3.08M | $712,619.11 | 30.16% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,964 | $413,954.91 | $460,783.44 | $46,828.53 | 11.31% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,786 | $572,464.97 | $751,784.88 | $179,319.91 | 31.32% |
Curtis Burkholder Bare Financial Services, Inc | 140 | $17,212.57 | $21,924 | $4,711.43 | 27.37% |
Keisuke Ichihara Rakuten Securities, Inc. | 469 | $62,388.82 | $72,343.25 | $9,954.43 | 15.96% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,463 | $755,483.92 | $845,235.36 | $89,751.44 | 11.88% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 28,534 | $3.66M | $4.48M | $812,775.17 | 22.18% |