| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 1,326 | $392,831.72 | $320,865.48 | -$71,966.24 | -18.32% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 791 | $231,360.43 | $192,628.27 | -$38,732.16 | -16.74% |
Menachem Striks Morton Capital Management LLC/CA | 845 | $242,738.33 | $205,402.6 | -$37,335.73 | -15.38% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,099 | $330,755.95 | $266,721.8 | -$64,034.15 | -19.36% |
David Vollmer PFS Partners, LLC | 93 | $27,309.66 | $22,560.87 | -$4,748.79 | -17.39% |
Benj Foor Frazier Financial Advisors, LLC | 650 | $192,803.01 | $157,599 | -$35,204.01 | -18.26% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,707 | $812,670.67 | $660,562.14 | -$152,108.53 | -18.72% |
Angela Kelley HTLF Bank | 9,202 | $2.73M | $2.24M | -$486,326.02 | -17.82% |
Lydia Gallas Harbour Trust & Investment Management Co | 50,948 | $15.11M | $12.38M | -$2.72M | -18.02% |
Amir Har-El Savvy Advisors, Inc. | 23,869 | $7.08M | $5.79M | -$1.29M | -18.16% |
Ann Keitner Quantum Portfolio Management LLC | 395 | $106,772 | $95,769.72 | -$11,002.28 | -10.3% |
David W. Lewis Lewis Asset Management, LLC | 5,535 | $1.63M | $1.35M | -$282,740.17 | -17.36% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,274 | $620,903.35 | $794,698.02 | $173,794.67 | 27.99% |
Owen McCabe Tyche Wealth Partners LLC | 10,428 | $3.08M | $2.53M | -$549,755.97 | -17.83% |
William Ramsay Financial Symmetry Inc | 1,007 | $286,965.61 | $244,368.69 | -$42,596.92 | -14.84% |
United Advisor Group LLC United Advisor Group, LLC | 5,101 | $1.51M | $1.24M | -$272,167.54 | -18.04% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,921 | $876,393.76 | $709,189.59 | -$167,204.17 | -19.08% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 17,513 | $5.19M | $4.24M | -$947,688.8 | -18.27% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,363 | $702,221.82 | $573,949.07 | -$128,272.75 | -18.27% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,138 | $1.52M | $1.25M | -$269,227.92 | -17.73% |