| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 59,864 | $5.69M | $6.07M | $380,747.12 | 6.69% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 36,072 | $3.29M | $3.65M | $357,810.19 | 10.86% |
Angela Kelley HTLF Bank | 4,257 | $337,581.27 | $431,744.94 | $94,163.67 | 27.89% |
Amir Har-El Savvy Advisors, Inc. | 34,139 | $3.22M | $3.46M | $243,453.81 | 7.56% |
David W. Lewis Lewis Asset Management, LLC | 2,186 | $210,862 | $221,376.22 | $10,514.22 | 4.99% |
United Advisor Group LLC United Advisor Group, LLC | 9,338 | $870,650.39 | $942,857.86 | $72,207.47 | 8.29% |
Jeff Ramsey Quotient Wealth Partners, LLC | 65,552 | $6.22M | $6.63M | $412,698.54 | 6.63% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,023 | $635,537.6 | $710,938.29 | $75,400.69 | 11.86% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,467 | $225,406.4 | $249,833.09 | $24,426.69 | 10.84% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 71 | $5,684 | $7,190.17 | $1,506.17 | 26.5% |
PETER KRUSSEL Southland Equity Partners LLC | 14,651 | $1M | $1.48M | $479,865.58 | 47.82% |
Jon Deven Mouton CAP Partners, LLC | 4,148 | $323,677.32 | $421,581.98 | $97,904.66 | 30.25% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,334 | $123,715 | $135,507.72 | $11,792.72 | 9.53% |
Taylor Wagner Valued Wealth Advisors LLC | 340 | $30,189 | $34,435.2 | $4,246.2 | 14.07% |
Brad Sayre Shared Vision Wealth Group LLC | 2,137 | $206,143 | $216,990.98 | $10,847.98 | 5.26% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 8,631 | $753,304.94 | $873,931.9 | $120,626.96 | 16.01% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 12,421 | $979,469.53 | $1.26M | $285,360.9 | 29.13% |
Cody Gehman Stonebridge Financial Group, LLC | 2,511 | $242,211 | $254,251.3 | $12,040.3 | 4.97% |
Joshua Stipcich Tidemark, LLC | 791 | $63,757.11 | $80,266.72 | $16,509.61 | 25.89% |
Christy Clarin Portfolio Design Labs, LLC | 56,236 | $5.28M | $5.7M | $423,738.1 | 8.03% |