| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 661 | $43,813.09 | $41,186.91 | -$2,626.18 | -5.99% |
Angela Kelley HTLF Bank | 7,671 | $555,610.37 | $477,980.01 | -$77,630.36 | -13.97% |
Amir Har-El Savvy Advisors, Inc. | 17,630 | $1.1M | $1.1M | $3,434.01 | 0.31% |
Joseph Morrison Sentry LLC | 6,020 | $419,593.38 | $382,932.2 | -$36,661.18 | -8.74% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 14,403 | $838,044.45 | $897,450.93 | $59,406.48 | 7.09% |
Owen McCabe Tyche Wealth Partners LLC | 6,614 | $363,914.6 | $415,028.5 | $51,113.9 | 14.05% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 8,048 | $582,575.65 | $501,470.88 | -$81,104.77 | -13.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,426 | $102,196.67 | $88,854.06 | -$13,342.61 | -13.06% |
Jeffrey McGrath Cetera Trust Company, N.A | 134 | $9,705.58 | $8,332.12 | -$1,373.46 | -14.15% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,880 | $214,871.52 | $179,452.8 | -$35,418.72 | -16.48% |
PETER KRUSSEL Southland Equity Partners LLC | 8,150 | $552,469.66 | $507,826.5 | -$44,643.16 | -8.08% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 24,649 | $1.7M | $1.54M | -$168,358.43 | -9.88% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,183 | $299,118.56 | $322,952.73 | $23,834.17 | 7.97% |
Darin Sadow Freestone Grove Partners LP | 721,352 | $41.58M | $45.89M | $4.31M | 10.36% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 137,268 | $9.86M | $8.45M | -$1.41M | -14.34% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 4,016 | $290,580.52 | $250,236.96 | -$40,343.56 | -13.88% |
Cody Gehman Stonebridge Financial Group, LLC | 5,695 | $328,264.84 | $354,855.45 | $26,590.61 | 8.1% |
Curtis Burkholder Bare Financial Services, Inc | 301 | $17,374.26 | $18,755.31 | $1,381.05 | 7.95% |
Keisuke Ichihara Rakuten Securities, Inc. | 3 | $187.42 | $186.54 | -$0.88 | -0.47% |
Joshua Stipcich Tidemark, LLC | 6 | $346 | $369.18 | $23.18 | 6.7% |