| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 9,467 | $5.26M | $5.44M | $172,259.29 | 3.27% |
Robert Shea NEOS Investment Management LLC | 54,991 | $28.37M | $31.58M | $3.21M | 11.3% |
James Rankin Modern Wealth Management, LLC | 5,422 | $3.11M | $3.11M | $1,092.87 | 0.04% |
Benj Foor Frazier Financial Advisors, LLC | 106 | $53,898.04 | $62,950.22 | $9,052.18 | 16.8% |
Angela Kelley HTLF Bank | 1,346 | $717,534.76 | $773,007.79 | $55,473.03 | 7.73% |
Lydia Gallas Harbour Trust & Investment Management Co | 14,506 | $7.72M | $8.33M | $615,005.71 | 7.97% |
Amir Har-El Savvy Advisors, Inc. | 2,305 | $1.28M | $1.32M | $47,044.87 | 3.68% |
Joseph Morrison Sentry LLC | 965 | $555,429.03 | $554,199.49 | -$1,229.54 | -0.22% |
David W. Lewis Lewis Asset Management, LLC | 434 | $217,470 | $249,246.2 | $31,776.2 | 14.61% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 475 | $234,161.26 | $272,792.5 | $38,631.24 | 16.5% |
Owen McCabe Tyche Wealth Partners LLC | 2,375 | $1.26M | $1.37M | $107,276.27 | 8.52% |
William Ramsay Financial Symmetry Inc | 498 | $249,573 | $286,001.4 | $36,428.4 | 14.6% |
United Advisor Group LLC United Advisor Group, LLC | 1,074 | $546,250.8 | $616,798.19 | $70,547.39 | 12.91% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,257 | $685,830.51 | $721,895.09 | $36,064.58 | 5.26% |
Timothy Bolger Arrow Capital Pty Ltd | 6,500 | $3.26M | $3.67M | $412,035 | 12.64% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,301 | $698,220.97 | $747,164.29 | $48,943.32 | 7.01% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 218 | $108,651.43 | $125,197.4 | $16,545.97 | 15.23% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,591 | $2.44M | $2.64M | $196,628.11 | 8.06% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 42 | $23,249 | $24,120.6 | $871.6 | 3.75% |
Jonathon Gold Gold Investment Management Ltd. | 138 | $73,248.98 | $79,430.04 | $6,181.06 | 8.44% |