| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 2,587 | $554,804.85 | $477,715.42 | -$77,089.43 | -13.89% |
James Rankin Modern Wealth Management, LLC | 48,173 | $9M | $9.01M | $8,969.4 | 0.1% |
KKM Financial LLC KKM Financial LLC | 30,860 | $6.76M | $5.76M | -$1M | -14.81% |
Joseph C. Gissy Tactive Advisors, LLC | 1,808 | $367,510.81 | $333,865.28 | -$33,645.53 | -9.15% |
Menachem Striks Morton Capital Management LLC/CA | 1,563 | $308,060.28 | $288,623.58 | -$19,436.7 | -6.31% |
David Vollmer PFS Partners, LLC | 453 | $91,077.74 | $83,650.98 | -$7,426.76 | -8.15% |
Benj Foor Frazier Financial Advisors, LLC | 177 | $44,370.59 | $32,684.82 | -$11,685.77 | -26.34% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 5,601 | $1.2M | $1.03M | -$166,951.27 | -13.9% |
Angela Kelley HTLF Bank | 2,734 | $663,833.87 | $504,860.44 | -$158,973.43 | -23.95% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,765 | $597,111.53 | $510,584.9 | -$86,526.63 | -14.49% |
Amir Har-El Savvy Advisors, Inc. | 9,959 | $1.92M | $1.86M | -$56,776.45 | -2.96% |
Ann Keitner Quantum Portfolio Management LLC | 694 | $150,230 | $128,154.04 | -$22,075.96 | -14.69% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 366 | $76,276.77 | $68,482.26 | -$7,794.51 | -10.22% |
Owen McCabe Tyche Wealth Partners LLC | 4,352 | $863,598.24 | $803,640.32 | -$59,957.92 | -6.94% |
United Advisor Group LLC United Advisor Group, LLC | 2,165 | $456,726.2 | $399,788.9 | -$56,937.3 | -12.47% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,889 | $623,035.45 | $533,482.74 | -$89,552.71 | -14.37% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,892 | $676,396.25 | $534,036.72 | -$142,359.53 | -21.05% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 102 | $25,165.02 | $19,062.78 | -$6,102.24 | -24.25% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 198 | $36,037.98 | $36,562.68 | $524.7 | 1.46% |
Jonathon Gold Gold Investment Management Ltd. | 346 | $70,724.42 | $63,892.36 | -$6,832.06 | -9.66% |