| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Savoie Capital LLC Savoie Capital LLC | 41,291 | $4.02M | $4.28M | $265,739.23 | 6.61% |
Mark Weber DecisionMap Wealth Management, LLC | 6,199 | $685,383.84 | $643,146.25 | -$42,237.59 | -6.16% |
James Rankin Modern Wealth Management, LLC | 25,843 | $2.74M | $2.66M | -$84,474.39 | -3.08% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,518 | $254,067.98 | $258,472.7 | $4,404.72 | 1.73% |
Menachem Striks Morton Capital Management LLC/CA | 4,994 | $686,101.14 | $518,127.5 | -$167,973.64 | -24.48% |
David Vollmer PFS Partners, LLC | 809 | $104,050.75 | $83,998.47 | -$20,052.28 | -19.27% |
Benj Foor Frazier Financial Advisors, LLC | 1,223 | $124,223.12 | $127,112.5 | $2,889.38 | 2.33% |
Angela Kelley HTLF Bank | 3,647 | $329,287.56 | $376,716.86 | $47,429.3 | 14.4% |
Lydia Gallas Harbour Trust & Investment Management Co | 10,641 | $1.12M | $1.1M | -$18,014.21 | -1.61% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,132 | $193,178.32 | $221,056.42 | $27,878.1 | 14.43% |
Amir Har-El Savvy Advisors, Inc. | 26,074 | $2.68M | $2.69M | $10,460.77 | 0.39% |
Ann Keitner Quantum Portfolio Management LLC | 1,168 | $112,420 | $120,782.88 | $8,362.88 | 7.44% |
Joseph Morrison Sentry LLC | 2,805 | $280,864.74 | $291,243.15 | $10,378.41 | 3.7% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,760 | $605,015.91 | $491,684.2 | -$113,331.71 | -18.73% |
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 | $756,493.65 | -$76,524.08 | -9.19% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,301 | $841,865.69 | $956,514.84 | $114,649.15 | 13.62% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,623 | $336,359.8 | $375,886.25 | $39,526.45 | 11.75% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,122 | $110,541.77 | $116,744.1 | $6,202.33 | 5.61% |
Jeffrey McGrath Cetera Trust Company, N.A | 15,042 | $1.38M | $1.55M | $166,688.51 | 12.08% |