| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 34,836 | $2.67M | $2.89M | $216,520.06 | 8.11% |
Joseph C. Gissy Tactive Advisors, LLC | 4,690 | $375,762.78 | $393,186.15 | $17,423.37 | 4.64% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,483 | $208,145 | $208,149.89 | $4.89 | - |
David Vollmer PFS Partners, LLC | 486 | $28,961.74 | $40,649.04 | $11,687.3 | 40.35% |
Benj Foor Frazier Financial Advisors, LLC | 1,575 | $107,430.01 | $131,622.75 | $24,192.74 | 22.52% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 11,157 | $954,423.52 | $942,487.57 | -$11,935.95 | -1.25% |
Angela Kelley HTLF Bank | 41,494 | $2.04M | $3.5M | $1.45M | 71.19% |
Amir Har-El Savvy Advisors, Inc. | 50,524 | $3.93M | $4.19M | $264,584.31 | 6.74% |
Ann Keitner Quantum Portfolio Management LLC | 3,500 | $245,840 | $291,462.5 | $45,622.5 | 18.56% |
Joseph Morrison Sentry LLC | 15,972 | $597,033.43 | $1.35M | $753,399.17 | 126.19% |
David W. Lewis Lewis Asset Management, LLC | 4,600 | $368,648.44 | $385,871 | $17,222.56 | 4.67% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,213 | $172,972.81 | $268,060.59 | $95,087.78 | 54.97% |
Owen McCabe Tyche Wealth Partners LLC | 47,585 | $3.72M | $3.98M | $260,890.09 | 7.01% |
United Advisor Group LLC United Advisor Group, LLC | 3,601 | $310,032.93 | $299,693.22 | -$10,339.71 | -3.34% |
Jeff Ramsey Quotient Wealth Partners, LLC | 14,325 | $818,721.12 | $1.19M | $374,694.63 | 45.77% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,037 | $373,091.89 | $425,878.35 | $52,786.46 | 14.15% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 10,185 | $624,897.19 | $852,077.1 | $227,179.91 | 36.35% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4,745 | $255,780.23 | $392,980.9 | $137,200.67 | 53.64% |
Jeffrey McGrath Cetera Trust Company, N.A | 19,926 | $980,757.58 | $1.67M | $685,255.28 | 69.87% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 200 | $10,046 | $16,777 | $6,731 | 67% |