| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 9,583 | $451,616.06 | $429,797.55 | -$21,818.51 | -4.83% |
Angela Kelley HTLF Bank | 1.27M | $59.69M | $56.52M | -$3.18M | -5.32% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,686 | $125,154.08 | $119,392.7 | -$5,761.38 | -4.6% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 13,754 | $646,300 | $617,210.75 | -$29,089.25 | -4.5% |
Tammy Trenta FF Advisors,LLC | 7,381 | $334,655 | $329,340.22 | -$5,314.78 | -1.59% |
Seth Hodes Able Wealth Management LLC | 18,159 | $802,093 | $807,712.32 | $5,619.32 | 0.7% |
Nathan Edwards IMG Wealth Management, Inc. | 62 | $2,913 | $2,755.9 | -$157.1 | -5.39% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 4,610 | $211,322.7 | $204,914.5 | -$6,408.2 | -3.03% |
Heather Fowler A4 Wealth Advisors LLC | 7,111 | $334,146 | $320,457.21 | -$13,688.79 | -4.1% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 6,033 | $281,868.53 | $268,166.85 | -$13,701.68 | -4.86% |
VestGen Advisors LLC VestGen Advisors LLC | 10,283 | $479,206.28 | $462,220.85 | -$16,985.43 | -3.54% |
Jon Lewis Midwest Trust Co | 35,184 | $1.6M | $1.56M | -$36,617.76 | -2.29% |