| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 12,937 | $773,436.33 | $829,197.01 | $55,760.68 | 7.21% |
Menachem Striks Morton Capital Management LLC/CA | 4,661 | $268,775.44 | $298,443.83 | $29,668.39 | 11.04% |
David Vollmer PFS Partners, LLC | 661 | $43,813.09 | $42,211.46 | -$1,601.63 | -3.66% |
Angela Kelley HTLF Bank | 7,671 | $555,610.37 | $493,015.17 | -$62,595.2 | -11.27% |
Amir Har-El Savvy Advisors, Inc. | 19,233 | $1.19M | $1.22M | $33,100.76 | 2.79% |
Joseph Morrison Sentry LLC | 6,020 | $419,593.38 | $384,557.6 | -$35,035.78 | -8.35% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 12,353 | $731,609.86 | $789,665.52 | $58,055.66 | 7.94% |
Owen McCabe Tyche Wealth Partners LLC | 6,614 | $363,914.6 | $423,494.42 | $59,579.82 | 16.37% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 8,048 | $582,575.65 | $515,072 | -$67,503.65 | -11.59% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,426 | $102,196.67 | $90,714.99 | -$11,481.68 | -11.23% |
Jeffrey McGrath Cetera Trust Company, N.A | 134 | $9,705.58 | $8,581.36 | -$1,124.22 | -11.58% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,880 | $214,871.52 | $184,665.6 | -$30,205.92 | -14.06% |
PETER KRUSSEL Southland Equity Partners LLC | 8,177 | $554,030.78 | $524,227.47 | -$29,803.31 | -5.38% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 23,970 | $1.66M | $1.54M | -$120,638.06 | -7.28% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,905 | $225,449.89 | $246,132.15 | $20,682.26 | 9.17% |
Darin Sadow Freestone Grove Partners LP | 721,352 | $41.58M | $45.88M | $4.3M | 10.35% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 137,268 | $9.86M | $8.8M | -$1.06M | -10.74% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 4,016 | $290,580.52 | $254,634.48 | -$35,946.04 | -12.37% |
Cody Gehman Stonebridge Financial Group, LLC | 5,353 | $308,551.97 | $342,592 | $34,040.03 | 11.03% |
Curtis Burkholder Bare Financial Services, Inc | 301 | $17,374.26 | $18,972.03 | $1,597.77 | 9.2% |