| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Gissy Tactive Advisors, LLC | 1,694 | $523,860.99 | $663,082.4 | $139,221.41 | 26.58% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,514 | $706,228.45 | $984,054.99 | $277,826.54 | 39.34% |
Menachem Striks Morton Capital Management LLC/CA | 4,702 | $1.24M | $1.89M | $655,545.52 | 53.04% |
David Vollmer PFS Partners, LLC | 931 | $315,350.41 | $364,421.32 | $49,070.91 | 15.56% |
Benj Foor Frazier Financial Advisors, LLC | 940 | $319,865.66 | $367,944.19 | $48,078.53 | 15.03% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 20,779 | $5.51M | $8.13M | $2.62M | 47.57% |
Derek Ripp Austin Wealth Management, LLC | 680 | $235,111.53 | $273,836 | $38,724.47 | 16.47% |
Angela Kelley HTLF Bank | 15,220 | $3.96M | $5.96M | $2M | 50.35% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,576 | $677,337.37 | $1.04M | $358,948.79 | 52.99% |
Amir Har-El Savvy Advisors, Inc. | 37,620 | $12.31M | $15.15M | $2.84M | 23.06% |
Ann Keitner Quantum Portfolio Management LLC | 1,282 | $431,846.42 | $501,813.25 | $69,966.83 | 16.2% |
David W. Lewis Lewis Asset Management, LLC | 5,492 | $1.7M | $2.15M | $448,149.37 | 26.34% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,918 | $588,860.76 | $1.16M | $566,900.68 | 96.27% |
Owen McCabe Tyche Wealth Partners LLC | 25,208 | $6.62M | $9.87M | $3.25M | 49.01% |
William Ramsay Financial Symmetry Inc | 743 | $239,041.76 | $297,289.16 | $58,247.4 | 24.37% |
United Advisor Group LLC United Advisor Group, LLC | 9,143 | $2.74M | $3.58M | $836,798.18 | 30.52% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,382 | $2.52M | $3.67M | $1.15M | 45.74% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,236 | $425,100.92 | $495,648.36 | $70,547.44 | 16.6% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 16,237 | $4.69M | $6.54M | $1.85M | 39.4% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,952 | $1.15M | $1.55M | $400,204.8 | 34.9% |