| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 574 | $48,624.87 | $47,756.8 | -$868.07 | -1.79% |
Angela Kelley HTLF Bank | 59,009 | $4.86M | $4.87M | $6,930.52 | 0.14% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,756 | $310,807.41 | $309,907.56 | -$899.85 | -0.29% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 9,777 | $825,046.65 | $806,700.27 | -$18,346.38 | -2.22% |
Amir Har-El Savvy Advisors, Inc. | 24,550 | $2.25M | $2.04M | -$202,448.93 | -9.01% |
Ann Keitner Quantum Portfolio Management LLC | 4,879 | $422,766 | $405,932.8 | -$16,833.2 | -3.98% |
Joseph Morrison Sentry LLC | 13,604 | $1.11M | $1.13M | $22,550.69 | 2.03% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 52 | $4,068 | $4,325.36 | $257.36 | 6.33% |
United Advisor Group LLC United Advisor Group, LLC | 2,970 | $262,709.87 | $247,104 | -$15,605.87 | -5.94% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,825 | $567,964.42 | $567,840 | -$124.42 | -0.02% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,708 | $234,517.01 | $223,437.08 | -$11,079.93 | -4.72% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,420 | $205,605.25 | $201,561.8 | -$4,043.45 | -1.97% |
Jeffrey McGrath Cetera Trust Company, N.A | 975 | $80,321 | $81,120 | $799 | 0.99% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 200 | $17,153 | $16,522 | -$631 | -3.68% |
Jonathon Gold Gold Investment Management Ltd. | 34,292 | $2.86M | $2.83M | -$26,417.93 | -0.92% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,046 | $90,636 | $87,121.34 | -$3,514.66 | -3.88% |
PETER KRUSSEL Southland Equity Partners LLC | 2,755 | $239,492.93 | $227,590.55 | -$11,902.38 | -4.97% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 6,311 | $505,321.91 | $517,565.11 | $12,243.2 | 2.42% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,468 | $775,298.38 | $704,537.6 | -$70,760.78 | -9.13% |
Taylor Wagner Valued Wealth Advisors LLC | 70 | $6,038.4 | $5,782.7 | -$255.7 | -4.23% |