| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Menachem Striks Morton Capital Management LLC/CA | 2,499 | $307,156.63 | $252,174.09 | -$54,982.54 | -17.9% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 4,189 | $477,535.72 | $424,597.04 | -$52,938.68 | -11.09% |
David Vollmer PFS Partners, LLC | 1,506 | $156,355.05 | $151,609.02 | -$4,746.03 | -3.04% |
Benj Foor Frazier Financial Advisors, LLC | 28,864 | $3.16M | $2.91M | -$254,581.02 | -8.05% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 13,560 | $1.23M | $1.37M | $134,651.2 | 10.94% |
Angela Kelley HTLF Bank | 5,371 | $591,185.8 | $543,384.07 | -$47,801.73 | -8.09% |
Lydia Gallas Harbour Trust & Investment Management Co | 33,641 | $3.7M | $3.4M | -$299,432.3 | -8.09% |
Scott L. Comeau BCU Wealth Advisors, LLC | 4,775 | $530,470.71 | $483,086.75 | -$47,383.96 | -8.93% |
Amir Har-El Savvy Advisors, Inc. | 37,555 | $4.28M | $3.82M | -$464,510.85 | -10.84% |
Joseph Morrison Sentry LLC | 6,724 | $680,872.59 | $676,972.32 | -$3,900.27 | -0.57% |
David W. Lewis Lewis Asset Management, LLC | 16,888 | $2.22M | $1.7M | -$523,295.36 | -23.53% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,050 | $95,277 | $105,703.5 | $10,426.5 | 10.94% |
Owen McCabe Tyche Wealth Partners LLC | 14,914 | $1.72M | $1.51M | -$214,251.62 | -12.43% |
William Ramsay Financial Symmetry Inc | 2,969 | $269,407 | $300,373.73 | $30,966.73 | 11.49% |
United Advisor Group LLC United Advisor Group, LLC | 3,333 | $397,040.53 | $335,566.44 | -$61,474.09 | -15.48% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,706 | $944,993.37 | $775,840.08 | -$169,153.29 | -17.9% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 6,662 | $754,825.76 | $673,061.86 | -$81,763.9 | -10.83% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,316 | $255,512.97 | $235,583.52 | -$19,929.45 | -7.8% |
Jeffrey McGrath Cetera Trust Company, N.A | 3,656 | $402,415.95 | $368,086.08 | -$34,329.87 | -8.53% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 33 | $3,429.03 | $3,333.99 | -$95.04 | -2.77% |