| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 30,044 | $10.58M | $9.97M | -$602,206.96 | -5.69% |
Joseph C. Gissy Tactive Advisors, LLC | 1,107 | $402,889.7 | $367,479.71 | -$35,409.99 | -8.79% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,586 | $597,136.41 | $526,488.54 | -$70,647.87 | -11.83% |
Menachem Striks Morton Capital Management LLC/CA | 4,132 | $1.61M | $1.37M | -$240,555.61 | -14.92% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 10,713 | $4.34M | $3.56M | -$784,528.14 | -18.07% |
David Vollmer PFS Partners, LLC | 1,475 | $598,360.07 | $489,640.99 | -$108,719.08 | -18.17% |
Benj Foor Frazier Financial Advisors, LLC | 1,286 | $445,269.78 | $457,288.74 | $12,018.96 | 2.7% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,028 | $3.29M | $3M | -$293,135.26 | -8.91% |
Derek Ripp Austin Wealth Management, LLC | 1,221 | $393,310.21 | $405,323.15 | $12,012.94 | 3.05% |
Angela Kelley HTLF Bank | 11,319 | $3.92M | $3.76M | -$165,144.71 | -4.21% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,695 | $593,847.82 | $562,672.18 | -$31,175.64 | -5.25% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,673 | $938,033.27 | $887,329.05 | -$50,704.22 | -5.41% |
Amir Har-El Savvy Advisors, Inc. | 23,720 | $8.53M | $7.87M | -$660,726.07 | -7.74% |
Joseph Morrison Sentry LLC | 19,722 | $5.82M | $6.55M | $725,478.5 | 12.46% |
David W. Lewis Lewis Asset Management, LLC | 2,526 | $921,991.69 | $838,530.93 | -$83,460.76 | -9.05% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 10,224 | $1.98M | $3.39M | $1.42M | 71.52% |
Owen McCabe Tyche Wealth Partners LLC | 17,234 | $6.07M | $6.09M | $12,728.07 | 0.21% |
United Advisor Group LLC United Advisor Group, LLC | 3,634 | $1.34M | $1.21M | -$134,410.18 | -10.02% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,553 | $1.94M | $1.84M | -$92,059.46 | -4.76% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 27,094 | $9.47M | $8.99M | -$472,931.49 | -5% |