| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 34,772 | $7.2M | $7.79M | $583,641.99 | 8.1% |
Menachem Striks Morton Capital Management LLC/CA | 3,493 | $609,457.1 | $786,204.44 | $176,747.34 | 29% |
David Vollmer PFS Partners, LLC | 100 | $16,690 | $22,442 | $5,752 | 34.46% |
Benj Foor Frazier Financial Advisors, LLC | 18 | $3,992.47 | $4,039.47 | $47 | 1.18% |
Angela Kelley HTLF Bank | 2,582 | $465,534.59 | $581,311.48 | $115,776.89 | 24.87% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,420 | $256,867.72 | $319,613.6 | $62,745.88 | 24.43% |
Amir Har-El Savvy Advisors, Inc. | 10,682 | $2.26M | $2.39M | $125,583.56 | 5.55% |
Ann Keitner Quantum Portfolio Management LLC | 504 | $112,332 | $113,016.96 | $684.96 | 0.61% |
David W. Lewis Lewis Asset Management, LLC | 3,124 | $706,675.63 | $700,885.02 | -$5,790.61 | -0.82% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 653 | $142,317.46 | $147,604.12 | $5,286.66 | 3.71% |
Owen McCabe Tyche Wealth Partners LLC | 1,979 | $356,610.18 | $444,473.5 | $87,863.32 | 24.64% |
United Advisor Group LLC United Advisor Group, LLC | 1,883 | $401,235.92 | $422,055.62 | $20,819.7 | 5.19% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,952 | $416,475.27 | $438,233.76 | $21,758.49 | 5.22% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 23,826 | $4.39M | $5.32M | $929,550.65 | 21.16% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 123 | $26,631.37 | $27,304.77 | $673.4 | 2.53% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 75 | $13,927 | $16,848 | $2,921 | 20.97% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 936 | $215,142.47 | $210,328.56 | -$4,813.91 | -2.24% |
PETER KRUSSEL Southland Equity Partners LLC | 1,911 | $258,067.53 | $429,449.47 | $171,381.94 | 66.41% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 67,816 | $10.49M | $15.24M | $4.76M | 45.37% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,720 | $609,448.59 | $609,796.8 | $348.21 | 0.06% |