| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Riley Stephenson Stephenson & Company, Inc. | 119,335 | $5.07M | $7.03M | $1.96M | 38.55% |
James Rankin Modern Wealth Management, LLC | 141,954 | $6.56M | $8.21M | $1.65M | 25.12% |
KKM Financial LLC KKM Financial LLC | 6,077 | $273,125.74 | $357,844.14 | $84,718.4 | 31.02% |
Joseph C. Gissy Tactive Advisors, LLC | 4,105 | $203,982.7 | $237,433.2 | $33,450.5 | 16.4% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,955 | $245,073.37 | $291,775.17 | $46,701.8 | 19.06% |
Menachem Striks Morton Capital Management LLC/CA | 9,026 | $389,365.98 | $529,420.03 | $140,054.05 | 35.97% |
David Vollmer PFS Partners, LLC | 126 | $6,302.08 | $7,287.21 | $985.13 | 15.63% |
Benj Foor Frazier Financial Advisors, LLC | 186 | $8,215.54 | $10,758.24 | $2,542.7 | 30.95% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,641 | $468,553.88 | $499,752.23 | $31,198.35 | 6.66% |
Angela Kelley HTLF Bank | 316,693 | $13.08M | $18.65M | $5.57M | 42.56% |
Amir Har-El Savvy Advisors, Inc. | 264,541 | $13.92M | $15.32M | $1.4M | 10.07% |
Ann Keitner Quantum Portfolio Management LLC | 36,651 | $1.98M | $2.12M | $135,867.29 | 6.85% |
Cindi Hill Keener Financial Planning LLC | 258,279 | $11.52M | $15.21M | $3.69M | 32.07% |
David W. Lewis Lewis Asset Management, LLC | 4,499 | $243,197 | $260,222.16 | $17,025.16 | 7% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 12,049 | $670,019.43 | $696,853.91 | $26,834.48 | 4.01% |
United Advisor Group LLC United Advisor Group, LLC | 39,737 | $1.85M | $2.3M | $448,721.34 | 24.26% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,126 | $329,346.75 | $354,327.84 | $24,981.09 | 7.59% |
CARL LYMANGOOD Petros Family Wealth, LLC | 58,054 | $3.12M | $3.42M | $296,913.57 | 9.51% |
Steven D Urban Urban Financial Advisory Corp | 9,718 | $459,269.25 | $571,709.94 | $112,440.69 | 24.48% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 196 | $10,594 | $11,354.28 | $760.28 | 7.18% |