| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Savoie Capital LLC Savoie Capital LLC | 3,129 | $882,222 | $846,832.59 | -$35,389.41 | -4.01% |
Charles Corkery PUREfi Wealth, LLC | 2,114 | $643,108.39 | $572,132.98 | -$70,975.41 | -11.04% |
James Rankin Modern Wealth Management, LLC | 17,139 | $4.83M | $4.68M | -$150,101.68 | -3.11% |
KKM Financial LLC KKM Financial LLC | 1,326 | $392,831.72 | $361,772.57 | -$31,059.15 | -7.91% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 791 | $231,360.43 | $214,076.25 | -$17,284.18 | -7.47% |
Menachem Striks Morton Capital Management LLC/CA | 845 | $242,738.33 | $228,690.81 | -$14,047.52 | -5.79% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,099 | $330,755.95 | $297,433.37 | -$33,322.58 | -10.07% |
David Vollmer PFS Partners, LLC | 93 | $27,309.66 | $25,169.52 | -$2,140.14 | -7.84% |
Benj Foor Frazier Financial Advisors, LLC | 650 | $192,803.01 | $178,415.24 | -$14,387.77 | -7.46% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,707 | $812,670.67 | $732,622.51 | -$80,048.16 | -9.85% |
Angela Kelley HTLF Bank | 9,202 | $2.73M | $2.49M | -$238,055.97 | -8.72% |
Lydia Gallas Harbour Trust & Investment Management Co | 50,948 | $15.11M | $13.79M | -$1.32M | -8.72% |
Amir Har-El Savvy Advisors, Inc. | 22,606 | $6.74M | $6.12M | -$618,215.6 | -9.18% |
Ann Keitner Quantum Portfolio Management LLC | 395 | $106,772 | $107,767.85 | $995.85 | 0.93% |
David W. Lewis Lewis Asset Management, LLC | 5,693 | $1.67M | $1.54M | -$133,706.04 | -7.99% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,489 | $654,591.87 | $944,262.99 | $289,671.12 | 44.25% |
Owen McCabe Tyche Wealth Partners LLC | 10,428 | $3.08M | $2.86M | -$226,540.11 | -7.35% |
William Ramsay Financial Symmetry Inc | 966 | $277,501.77 | $261,438.25 | -$16,063.52 | -5.79% |
United Advisor Group LLC United Advisor Group, LLC | 5,101 | $1.51M | $1.38M | -$128,293.78 | -8.5% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,141 | $941,618.13 | $850,080.27 | -$91,537.86 | -9.72% |