| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,858 | $797,351.31 | $1.11M | $313,370.44 | 39.3% |
Angela Kelley HTLF Bank | 9,544 | $1.07M | $1.55M | $480,349.86 | 45.09% |
Amir Har-El Savvy Advisors, Inc. | 29,030 | $3.86M | $4.7M | $837,756.43 | 21.68% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 948 | $149,812 | $153,538.09 | $3,726.09 | 2.49% |
Owen McCabe Tyche Wealth Partners LLC | 58,163 | $8.21M | $9.61M | $1.4M | 17.08% |
United Advisor Group LLC United Advisor Group, LLC | 4,917 | $670,297.74 | $796,357.37 | $126,059.63 | 18.81% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,026 | $471,559.36 | $652,051 | $180,491.64 | 38.28% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 34,011 | $4.38M | $5.63M | $1.25M | 28.6% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 3,254 | $423,609.31 | $527,017.87 | $103,408.56 | 24.41% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,724 | $238,638.38 | $287,339.08 | $48,700.7 | 20.41% |
PETER KRUSSEL Southland Equity Partners LLC | 7,104 | $775,148.55 | $1.15M | $375,415.36 | 48.43% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 27,387 | $3.3M | $4.44M | $1.14M | 34.59% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 47,069 | $5.31M | $7.82M | $2.5M | 47.08% |
Dane Grouell Turning Point Benefit Group, Inc. | 8,035 | $1.14M | $1.3M | $161,151.79 | 14.13% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 5,750 | $908,673 | $931,270.06 | $22,597.06 | 2.49% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 16,935 | $2.07M | $2.74M | $674,787 | 32.63% |
Mark Fonville Fonville Wealth Management LLC | 13,857 | $1.55M | $2.24M | $692,677.29 | 44.64% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,825 | $257,234 | $295,577.02 | $38,343.02 | 14.91% |
Cody Gehman Stonebridge Financial Group, LLC | 8,641 | $1.14M | $1.4M | $261,116.93 | 22.94% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 3,368 | $425,084.65 | $545,481.31 | $120,396.66 | 28.32% |