| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Gallas Harbour Trust & Investment Management Co | 33,169 | $7.52M | $6.58M | -$937,823.53 | -12.47% |
Amir Har-El Savvy Advisors, Inc. | 8,498 | $2.05M | $1.66M | -$391,623.46 | -19.11% |
Joseph Morrison Sentry LLC | 4,758 | $951,561.51 | $943,463.82 | -$8,097.69 | -0.85% |
David W. Lewis Lewis Asset Management, LLC | 3,363 | $752,539 | $666,008.52 | -$86,530.48 | -11.5% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 523 | $115,316.6 | $102,748.58 | -$12,568.02 | -10.9% |
Owen McCabe Tyche Wealth Partners LLC | 5,776 | $1.3M | $1.14M | -$159,005.44 | -12.25% |
United Advisor Group LLC United Advisor Group, LLC | 2,731 | $673,919.66 | $537,720.24 | -$136,199.42 | -20.21% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,326 | $558,348.86 | $458,966.32 | -$99,382.54 | -17.8% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,448 | $1.33M | $1.08M | -$248,500.77 | -18.7% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 16,640 | $3.77M | $3.25M | -$515,776.76 | -13.68% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,184 | $532,989.24 | $431,198.04 | -$101,791.2 | -19.1% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 475 | $109,823.72 | $92,969.37 | -$16,854.35 | -15.35% |
Jeffrey McGrath Cetera Trust Company, N.A | 477 | $106,156.39 | $94,102.56 | -$12,053.83 | -11.35% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,530 | $324,199 | $302,266.8 | -$21,932.2 | -6.77% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,905 | $624,223.84 | $575,974.35 | -$48,249.49 | -7.73% |
| WG William Garver Leibman Financial Services, Inc. | 1,106 | $266,683.06 | $218,302.28 | -$48,380.78 | -18.14% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,716 | $414,216.31 | $335,855.52 | -$78,360.79 | -18.92% |
Taylor Wagner Valued Wealth Advisors LLC | 63 | $15,524.79 | $12,429.9 | -$3,094.89 | -19.94% |
Steven JE Manders BKM Wealth Management, LLC | 9,194 | $2.24M | $1.82M | -$422,169.9 | -18.83% |
Darin Sadow Freestone Grove Partners LP | 152,453 | $33.61M | $29.82M | -$3.79M | -11.27% |