| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 1,286 | $445,269.78 | $380,025.87 | -$65,243.91 | -14.65% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,028 | $3.29M | $2.65M | -$636,560.2 | -19.35% |
Derek Ripp Austin Wealth Management, LLC | 1,221 | $393,310.21 | $360,836.02 | -$32,474.19 | -8.26% |
Angela Kelley HTLF Bank | 11,319 | $3.92M | $3.33M | -$595,719.25 | -15.19% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,695 | $593,847.82 | $500,889.47 | -$92,958.35 | -15.65% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,673 | $938,033.27 | $789,898.26 | -$148,135.01 | -15.79% |
Amir Har-El Savvy Advisors, Inc. | 25,858 | $9.29M | $7.91M | -$1.38M | -14.87% |
Ann Keitner Quantum Portfolio Management LLC | 125 | $44,085 | $36,938.75 | -$7,146.25 | -16.21% |
Joseph Morrison Sentry LLC | 19,722 | $5.82M | $5.83M | $6,612 | 0.11% |
David W. Lewis Lewis Asset Management, LLC | 2,676 | $964,667.25 | $786,529.95 | -$178,137.3 | -18.47% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11,425 | $2.32M | $3.5M | $1.18M | 50.99% |
Owen McCabe Tyche Wealth Partners LLC | 17,234 | $6.07M | $5.09M | -$980,467.35 | -16.14% |
United Advisor Group LLC United Advisor Group, LLC | 3,634 | $1.34M | $1.07M | -$266,869.4 | -19.9% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,125 | $2.14M | $1.81M | -$327,178.54 | -15.31% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 27,094 | $9.47M | $8.34M | -$1.13M | -11.9% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,776 | $658,012.37 | $524,825.78 | -$133,186.59 | -20.24% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,621 | $1.61M | $1.36M | -$255,120.67 | -15.81% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,153 | $399,653.91 | $352,097.37 | -$47,556.54 | -11.9% |
Jeffrey McGrath Cetera Trust Company, N.A | 31 | $10,743.05 | $9,160.81 | -$1,582.24 | -14.73% |
Kaitlin Theobald Sherrill & Hutchins Financial Advisory, Inc | 3,277 | $1.11M | $963,175.87 | -$144,589.3 | -13.05% |