| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Douberly Burford Brothers, Inc. | 3,411 | $311,167.56 | $328,104.09 | $16,936.53 | 5.44% |
Savoie Capital LLC Savoie Capital LLC | 41,291 | $4.02M | $3.97M | -$46,420.73 | -1.16% |
Mark Weber DecisionMap Wealth Management, LLC | 6,199 | $685,383.84 | $596,281.81 | -$89,102.03 | -13% |
James Rankin Modern Wealth Management, LLC | 13,273 | $1.53M | $1.28M | -$255,547.81 | -16.68% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,518 | $254,067.98 | $242,206.42 | -$11,861.56 | -4.67% |
Menachem Striks Morton Capital Management LLC/CA | 4,994 | $686,101.14 | $480,372.86 | -$205,728.28 | -29.99% |
David Vollmer PFS Partners, LLC | 809 | $104,050.75 | $77,817.71 | -$26,233.04 | -25.21% |
Benj Foor Frazier Financial Advisors, LLC | 1,115 | $113,826.5 | $107,251.85 | -$6,574.65 | -5.78% |
Angela Kelley HTLF Bank | 3,647 | $329,287.56 | $350,804.93 | $21,517.37 | 6.53% |
Lydia Gallas Harbour Trust & Investment Management Co | 10,641 | $1.12M | $1.02M | -$98,460.17 | -8.78% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,132 | $193,178.32 | $205,077.08 | $11,898.76 | 6.16% |
Amir Har-El Savvy Advisors, Inc. | 26,074 | $2.68M | $2.51M | -$176,229.07 | -6.57% |
Joseph Morrison Sentry LLC | 2,805 | $280,864.74 | $269,812.95 | -$11,051.79 | -3.93% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,760 | $605,015.91 | $457,864.4 | -$147,151.51 | -24.32% |
Owen McCabe Tyche Wealth Partners LLC | 6,963 | $639,064.44 | $728,886.84 | $89,822.4 | 14.06% |
United Advisor Group LLC United Advisor Group, LLC | 7,370 | $833,017.73 | $708,920.3 | -$124,097.43 | -14.9% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,301 | $841,865.69 | $894,663.19 | $52,797.5 | 6.27% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,623 | $336,359.8 | $348,496.37 | $12,136.57 | 3.61% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,122 | $110,541.77 | $107,925.18 | -$2,616.59 | -2.37% |
Jeffrey McGrath Cetera Trust Company, N.A | 14,692 | $1.35M | $1.41M | $66,680.23 | 4.95% |