| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Menachem Striks Morton Capital Management LLC/CA | 1,194 | $335,555.67 | $435,195.09 | $99,639.42 | 29.69% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 8,653 | $2.35M | $3.19M | $839,782.71 | 35.75% |
David Vollmer PFS Partners, LLC | 505 | $148,694.79 | $178,403.87 | $29,709.08 | 19.98% |
Benj Foor Frazier Financial Advisors, LLC | 659 | $187,895.47 | $232,607.23 | $44,711.76 | 23.8% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 784 | $251,610.23 | $282,076.61 | $30,466.38 | 12.11% |
Derek Ripp Austin Wealth Management, LLC | 2,799 | $867,640.18 | $1.03M | $157,381.61 | 18.14% |
Angela Kelley HTLF Bank | 1,103 | $445,436 | $395,348.29 | -$50,087.71 | -11.24% |
Lydia Gallas Harbour Trust & Investment Management Co | 561 | $249,487.62 | $204,476.08 | -$45,011.54 | -18.04% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,549 | $482,931.34 | $570,852.97 | $87,921.63 | 18.21% |
Amir Har-El Savvy Advisors, Inc. | 70,839 | $26.5M | $25.52M | -$982,515.95 | -3.71% |
Ann Keitner Quantum Portfolio Management LLC | 2,014 | $608,790.38 | $707,679.32 | $98,888.94 | 16.24% |
Joseph Morrison Sentry LLC | 885 | $335,251.8 | $326,542.87 | -$8,708.93 | -2.6% |
David W. Lewis Lewis Asset Management, LLC | 3,323 | $859,433.71 | $1.19M | $332,027.94 | 38.63% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,053 | $271,613.03 | $369,234.45 | $97,621.42 | 35.94% |
Owen McCabe Tyche Wealth Partners LLC | 23,637 | $6.08M | $8.43M | $2.35M | 38.61% |
William Ramsay Financial Symmetry Inc | 1,904 | $482,944.05 | $685,649.44 | $202,705.39 | 41.97% |
United Advisor Group LLC United Advisor Group, LLC | 19,055 | $6.71M | $6.7M | -$9,833.21 | -0.15% |
Jeff Ramsey Quotient Wealth Partners, LLC | 14,301 | $4.09M | $5.06M | $975,188.39 | 23.85% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,670 | $665,127.83 | $616,188.25 | -$48,939.58 | -7.36% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 17,864 | $5.44M | $6.48M | $1.04M | 19.19% |