| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Kelley HTLF Bank | 4,869 | $317,167.08 | $174,066.75 | -$143,100.33 | -45.12% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 121 | $4,211 | $4,325.75 | $114.75 | 2.73% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 820 | $30,244.2 | $29,315 | -$929.2 | -3.07% |
Jeffrey McGrath Cetera Trust Company, N.A | 588 | $38,302.69 | $22,449.84 | -$15,852.85 | -41.39% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 23,915 | $832,256 | $854,961.25 | $22,705.25 | 2.73% |
| MG Melissa Glennie Capital Management Associates, Inc | 123,249 | $6.36M | $4.41M | -$1.95M | -30.71% |
Curtis Burkholder Bare Financial Services, Inc | 323 | $11,979.33 | $11,547.25 | -$432.08 | -3.61% |
Keisuke Ichihara Rakuten Securities, Inc. | 1,204 | $47,887.38 | $45,968.72 | -$1,918.66 | -4.01% |
Joshua Stipcich Tidemark, LLC | 14 | $501.29 | $521.64 | $20.35 | 4.06% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 8,145 | $530,565 | $291,183.75 | -$239,381.25 | -45.12% |
Rob Dainard Hara Capital LLC | 308 | $15,529.25 | $11,476.08 | -$4,053.17 | -26.1% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 15 | $558 | $536.25 | -$21.75 | -3.9% |
Christy Clarin Portfolio Design Labs, LLC | 10,138 | $504,923.24 | $377,741.88 | -$127,181.36 | -25.19% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 13,456 | $785,751.17 | $513,750.08 | -$272,001.09 | -34.62% |
Matthew Stead Sachetta, LLC | 202 | $12,795.52 | $7,221.5 | -$5,574.02 | -43.56% |
Ellwood Derricks Partnership Wealth Management, LLC | 6,000 | $389,459.88 | $214,500 | -$174,959.88 | -44.92% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 38 | $1,414.91 | $1,489.6 | $74.69 | 5.28% |
Adam Colby Wealth Group Ltd | 7,233 | $468,578.89 | $258,579.75 | -$209,999.14 | -44.82% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,576 | $812,262.95 | $449,592 | -$362,670.95 | -44.65% |
Amy Taylor Pingora Partners LLC | 25,550 | $1.16M | $1M | -$161,018.94 | -13.85% |