| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 122,473 | $5.68M | $7.19M | $1.51M | 26.54% |
KKM Financial LLC KKM Financial LLC | 6,057 | $272,232.48 | $353,819.65 | $81,587.17 | 29.97% |
Joseph C. Gissy Tactive Advisors, LLC | 3,700 | $183,953.27 | $215,414 | $31,460.73 | 17.1% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,955 | $245,073.37 | $288,207.57 | $43,134.2 | 17.6% |
Menachem Striks Morton Capital Management LLC/CA | 10,787 | $494,477.62 | $630,235.87 | $135,758.25 | 27.45% |
David Vollmer PFS Partners, LLC | 126 | $6,302.08 | $7,315.56 | $1,013.48 | 16.08% |
Benj Foor Frazier Financial Advisors, LLC | 542 | $29,481.61 | $31,463.1 | $1,981.49 | 6.72% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,641 | $468,553.88 | $503,770.3 | $35,216.42 | 7.52% |
Angela Kelley HTLF Bank | 316,693 | $13.08M | $18.46M | $5.38M | 41.09% |
Amir Har-El Savvy Advisors, Inc. | 270,263 | $14.26M | $15.85M | $1.59M | 11.15% |
Ann Keitner Quantum Portfolio Management LLC | 47,458 | $2.63M | $2.75M | $122,993.04 | 4.68% |
Cindi Hill Keener Financial Planning LLC | 268,016 | $12.1M | $15.72M | $3.62M | 29.93% |
David W. Lewis Lewis Asset Management, LLC | 3,445 | $204,307 | $200,533.45 | -$3,773.55 | -1.85% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 12,049 | $670,019.43 | $698,360.04 | $28,340.61 | 4.23% |
United Advisor Group LLC United Advisor Group, LLC | 40,857 | $1.92M | $2.37M | $452,981.58 | 23.64% |
Jeff Ramsey Quotient Wealth Partners, LLC | 8,294 | $458,761.5 | $482,503.45 | $23,741.95 | 5.18% |
CARL LYMANGOOD Petros Family Wealth, LLC | 56,648 | $3.05M | $3.31M | $265,349.29 | 8.71% |
Steven D Urban Urban Financial Advisory Corp | 14,233 | $728,767.14 | $834,978.94 | $106,211.8 | 14.57% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 196 | $10,594 | $11,484.62 | $890.62 | 8.41% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,983 | $79,785.94 | $115,420.51 | $35,634.57 | 44.66% |