| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 29,947 | $1.28M | $1.26M | -$24,298.47 | -1.89% |
David Vollmer PFS Partners, LLC | 135 | $4,510.44 | $5,686.87 | $1,176.43 | 26.08% |
Angela Kelley HTLF Bank | 137,172 | $4.35M | $5.78M | $1.43M | 32.79% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 25,236 | $1.16M | $1.06M | -$96,035.29 | -8.29% |
Amir Har-El Savvy Advisors, Inc. | 8,601 | $394,702.29 | $358,876.72 | -$35,825.57 | -9.08% |
Owen McCabe Tyche Wealth Partners LLC | 18,100 | $610,494.35 | $762,824.5 | $152,330.15 | 24.95% |
United Advisor Group LLC United Advisor Group, LLC | 7,351 | $296,904.23 | $309,183.06 | $12,278.83 | 4.14% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 738 | $22,612.32 | $31,110.39 | $8,498.07 | 37.58% |
Donald Hatcher Solutions 4 Wealth, Ltd | 15,366 | $499,944.46 | $641,146.35 | $141,201.89 | 28.24% |
PETER KRUSSEL Southland Equity Partners LLC | 7,821 | $343,359.41 | $329,694.25 | -$13,665.16 | -3.98% |
Jon Deven Mouton CAP Partners, LLC | 11,482 | $472,336.98 | $484,368.17 | $12,031.19 | 2.55% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,910 | $128,046.19 | $121,201.5 | -$6,844.69 | -5.35% |
Darin Sadow Freestone Grove Partners LP | 97,401 | $4.42M | $4.06M | -$352,591.28 | -7.98% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 123,034 | $5.05M | $5.13M | $82,588.51 | 1.64% |
Brad Sayre Shared Vision Wealth Group LLC | 5,000 | $226,000 | $208,075 | -$17,925 | -7.93% |
Dane Grouell Turning Point Benefit Group, Inc. | 6,892 | $309,955.9 | $286,810.58 | -$23,145.32 | -7.47% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 17,100 | $544,988.69 | $711,958.5 | $166,969.81 | 30.64% |
| MG Melissa Glennie Capital Management Associates, Inc | 11,329 | $474,349.35 | $477,913.86 | $3,564.51 | 0.75% |
Wayne Atkins VCI Wealth Management LLC | 5,456 | $218,221.4 | $227,351.52 | $9,130.12 | 4.18% |
Kent Keister Bear Mountain Capital, Inc. | 10 | $457 | $421.5 | -$35.5 | -7.77% |