| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Kelley HTLF Bank | 8,144 | $492,712 | $942,830.88 | $450,118.88 | 91.36% |
Amir Har-El Savvy Advisors, Inc. | 210,352 | $19.4M | $23.82M | $4.42M | 22.8% |
United Advisor Group LLC United Advisor Group, LLC | 10,336 | $763,019.25 | $1.17M | $405,982.33 | 53.21% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,272 | $308,294.38 | $370,063.19 | $61,768.81 | 20.04% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,296 | $450,302.74 | $612,111.68 | $161,808.94 | 35.93% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,008 | $127,554.18 | $232,084.64 | $104,530.46 | 81.95% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 8,128 | $580,081.96 | $920,333.44 | $340,251.48 | 58.66% |
Donald Hatcher Solutions 4 Wealth, Ltd | 5,576 | $337,348 | $644,474.08 | $307,126.08 | 91.04% |
PETER KRUSSEL Southland Equity Partners LLC | 10,552 | $784,572.34 | $1.22M | $435,027.82 | 55.45% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 4,073 | $292,965.73 | $469,331.79 | $176,366.06 | 60.2% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 120 | $10,466.04 | $13,572 | $3,105.96 | 29.68% |
Taylor Wagner Valued Wealth Advisors LLC | 648 | $49,545.86 | $74,895.84 | $25,349.98 | 51.16% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 24,416 | $1.55M | $2.76M | $1.21M | 78.53% |
Mark Fonville Fonville Wealth Management LLC | 6,872 | $446,181.74 | $794,265.76 | $348,084.02 | 78.01% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,504 | $238,695.37 | $404,992.32 | $166,296.95 | 69.67% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 49,280 | $3.14M | $5.7M | $2.56M | 81.36% |
| MG Melissa Glennie Capital Management Associates, Inc | 29,464 | $2.57M | $3.41M | $834,412.22 | 32.45% |
Julie Beswick Advantage Trust Co | 74,912 | $4.59M | $8.66M | $4.07M | 88.66% |
Cody Gehman Stonebridge Financial Group, LLC | 3,788 | $304,634.01 | $428,422.79 | $123,788.78 | 40.64% |
Curtis Burkholder Bare Financial Services, Inc | 8,040 | $565,630.05 | $910,369.2 | $344,739.15 | 60.95% |