| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 10,169 | $536,641.83 | $1.13M | $594,150.97 | 110.72% |
Joseph C. Gissy Tactive Advisors, LLC | 3,197 | $335,597.86 | $355,506.4 | $19,908.54 | 5.93% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 7,977 | $626,651.37 | $887,042.4 | $260,391.03 | 41.55% |
Menachem Striks Morton Capital Management LLC/CA | 2,198 | $266,826.82 | $244,417.6 | -$22,409.22 | -8.4% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 2,418 | $174,119.44 | $268,881.6 | $94,762.16 | 54.42% |
David Vollmer PFS Partners, LLC | 372 | $32,574.58 | $41,366.4 | $8,791.82 | 26.99% |
Benj Foor Frazier Financial Advisors, LLC | 2,907 | $197,889.68 | $327,502.62 | $129,612.94 | 65.5% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,528 | $235,211.58 | $281,113.6 | $45,902.02 | 19.52% |
Angela Kelley HTLF Bank | 101,567 | $5.34M | $11.29M | $5.96M | 111.61% |
Lydia Gallas Harbour Trust & Investment Management Co | 12,905 | $727,998.89 | $1.44M | $707,037.11 | 97.12% |
Scott L. Comeau BCU Wealth Advisors, LLC | 2,971 | $248,450.09 | $330,375.2 | $81,925.11 | 32.97% |
Amir Har-El Savvy Advisors, Inc. | 109,744 | $10.67M | $12.2M | $1.53M | 14.38% |
Ann Keitner Quantum Portfolio Management LLC | 8,696 | $877,142.94 | $966,995.2 | $89,852.26 | 10.24% |
Joseph Morrison Sentry LLC | 67,220 | $3.38M | $7.47M | $4.09M | 120.85% |
Cindi Hill Keener Financial Planning LLC | 3,464 | $339,064.3 | $385,196.8 | $46,132.5 | 13.61% |
David W. Lewis Lewis Asset Management, LLC | 27,967 | $2.57M | $3.11M | $541,644.92 | 21.09% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 7,627 | $504,069.73 | $848,122.4 | $344,052.67 | 68.25% |
Owen McCabe Tyche Wealth Partners LLC | 91,712 | $5.57M | $10.27M | $4.7M | 84.27% |
William Ramsay Financial Symmetry Inc | 2,639 | $237,633.87 | $293,456.8 | $55,822.93 | 23.49% |
United Advisor Group LLC United Advisor Group, LLC | 40,998 | $3.07M | $4.56M | $1.49M | 48.73% |