| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Gallas Harbour Trust & Investment Management Co | 33,613 | $7.62M | $7.02M | -$601,323.85 | -7.89% |
Amir Har-El Savvy Advisors, Inc. | 13,029 | $3.17M | $2.67M | -$503,664.23 | -15.88% |
Joseph Morrison Sentry LLC | 4,877 | $975,357.94 | $1.02M | $42,618.27 | 4.37% |
David W. Lewis Lewis Asset Management, LLC | 3,076 | $696,390.37 | $642,053.48 | -$54,336.89 | -7.8% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 534 | $117,742 | $109,315.14 | -$8,426.86 | -7.16% |
Owen McCabe Tyche Wealth Partners LLC | 5,789 | $1.3M | $1.21M | -$93,049.9 | -7.15% |
United Advisor Group LLC United Advisor Group, LLC | 2,702 | $667,524.92 | $563,988.46 | -$103,536.46 | -15.51% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,002 | $708,812.98 | $626,607.46 | -$82,205.52 | -11.6% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,241 | $1.28M | $1.09M | -$189,188.06 | -14.74% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 16,500 | $3.74M | $3.44M | -$294,231.78 | -7.87% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,967 | $485,150.78 | $410,571.91 | -$74,578.87 | -15.37% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 527 | $121,396.33 | $107,882.18 | -$13,514.15 | -11.13% |
Jeffrey McGrath Cetera Trust Company, N.A | 477 | $106,156.39 | $99,564.21 | -$6,592.18 | -6.21% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,530 | $324,199 | $319,356.9 | -$4,842.1 | -1.49% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 479 | $113,176 | $98,056.09 | -$15,119.91 | -13.36% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,678 | $582,382.39 | $545,696.06 | -$36,686.33 | -6.3% |
| WG William Garver Leibman Financial Services, Inc. | 1,258 | $300,192.13 | $262,582.34 | -$37,609.79 | -12.53% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,191 | $994,138.75 | $874,787.43 | -$119,351.32 | -12.01% |
Taylor Wagner Valued Wealth Advisors LLC | 68 | $16,756.64 | $14,193.64 | -$2,563 | -15.3% |
Steven JE Manders BKM Wealth Management, LLC | 10,095 | $2.44M | $2.11M | -$334,958.7 | -13.72% |