| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Menachem Striks Morton Capital Management LLC/CA | 4,702 | $1.24M | $1.72M | $485,544.71 | 39.28% |
David Vollmer PFS Partners, LLC | 931 | $315,350.41 | $340,867.03 | $25,516.62 | 8.09% |
Benj Foor Frazier Financial Advisors, LLC | 940 | $319,865.66 | $340,655.99 | $20,790.33 | 6.5% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 20,779 | $5.51M | $7.61M | $2.1M | 38.03% |
Derek Ripp Austin Wealth Management, LLC | 680 | $235,111.53 | $248,968.4 | $13,856.87 | 5.89% |
Angela Kelley HTLF Bank | 15,220 | $3.96M | $5.57M | $1.61M | 40.63% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,576 | $677,337.37 | $943,150.88 | $265,813.51 | 39.24% |
Amir Har-El Savvy Advisors, Inc. | 33,163 | $10.78M | $12.14M | $1.36M | 12.65% |
Ann Keitner Quantum Portfolio Management LLC | 1,288 | $433,742.66 | $471,575.44 | $37,832.78 | 8.72% |
David W. Lewis Lewis Asset Management, LLC | 5,300 | $1.63M | $1.94M | $307,892.5 | 18.86% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,969 | $592,839.79 | $1.09M | $494,200.18 | 83.36% |
Owen McCabe Tyche Wealth Partners LLC | 25,208 | $6.62M | $9.32M | $2.69M | 40.7% |
William Ramsay Financial Symmetry Inc | 851 | $273,174.07 | $311,576.63 | $38,402.56 | 14.06% |
United Advisor Group LLC United Advisor Group, LLC | 9,143 | $2.74M | $3.35M | $605,480.37 | 22.08% |
Jeff Ramsey Quotient Wealth Partners, LLC | 8,674 | $2.28M | $3.18M | $898,897.88 | 39.48% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,236 | $425,100.92 | $452,536.68 | $27,435.76 | 6.45% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 16,237 | $4.69M | $5.94M | $1.25M | 26.71% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,952 | $1.15M | $1.43M | $285,478.24 | 24.9% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,396 | $1.67M | $1.98M | $308,063 | 18.47% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 430 | $112,626.04 | $157,435.9 | $44,809.86 | 39.79% |