| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Kelley HTLF Bank | 2,582 | $465,534.59 | $584,952.1 | $119,417.51 | 25.65% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,420 | $256,867.72 | $321,701 | $64,833.28 | 25.24% |
Amir Har-El Savvy Advisors, Inc. | 10,777 | $2.28M | $2.44M | $160,641.08 | 7.04% |
Ann Keitner Quantum Portfolio Management LLC | 504 | $112,332 | $113,173.2 | $841.2 | 0.75% |
David W. Lewis Lewis Asset Management, LLC | 3,123 | $706,471.7 | $707,515.65 | $1,043.95 | 0.15% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 483 | $107,651 | $109,423.65 | $1,772.65 | 1.65% |
Owen McCabe Tyche Wealth Partners LLC | 1,979 | $356,610.18 | $453,210.79 | $96,600.61 | 27.09% |
United Advisor Group LLC United Advisor Group, LLC | 1,883 | $401,235.92 | $426,593.65 | $25,357.73 | 6.32% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,065 | $440,565.21 | $467,825.75 | $27,260.54 | 6.19% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 23,826 | $4.39M | $5.4M | $1.01M | 22.88% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 123 | $26,631.37 | $27,865.65 | $1,234.28 | 4.63% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 75 | $13,927 | $16,991.25 | $3,064.25 | 22% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 936 | $215,142.47 | $211,835.52 | -$3,306.95 | -1.54% |
PETER KRUSSEL Southland Equity Partners LLC | 1,889 | $253,581.29 | $427,952.95 | $174,371.66 | 68.76% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 67,268 | $10.37M | $15.24M | $4.87M | 46.9% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,774 | $850,625.28 | $854,999.7 | $4,374.42 | 0.51% |
Taylor Wagner Valued Wealth Advisors LLC | 373 | $70,093.95 | $84,503.15 | $14,409.2 | 20.56% |
Darin Sadow Freestone Grove Partners LP | 12,196 | $2.72M | $2.74M | $20,367.8 | 0.75% |
| MG Melissa Glennie Capital Management Associates, Inc | 2,251 | $515,772.85 | $509,964.05 | -$5,808.8 | -1.13% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 1,348 | $249,278.44 | $305,389.4 | $56,110.96 | 22.51% |