| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Kelley HTLF Bank | 1,219 | $233,175.91 | $229,360.94 | -$3,814.97 | -1.64% |
Lydia Gallas Harbour Trust & Investment Management Co | 24,365 | $4.72M | $4.55M | -$170,120.8 | -3.6% |
Amir Har-El Savvy Advisors, Inc. | 2,417 | $501,702.24 | $450,722.16 | -$50,980.08 | -10.16% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,110 | $185,012.16 | $210,711.3 | $25,699.14 | 13.89% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,673 | $553,082.52 | $502,764.57 | -$50,317.95 | -9.1% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 368 | $72,771.88 | $69,264.96 | -$3,506.92 | -4.82% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,010 | $752,611.15 | $748,025.36 | -$4,585.79 | -0.61% |
Taylor Wagner Valued Wealth Advisors LLC | 24 | $5,127.12 | $4,519.56 | -$607.56 | -11.85% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,304 | $276,982.64 | $245,412.8 | -$31,569.84 | -11.4% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,283 | $213,838 | $241,075.7 | $27,237.7 | 12.74% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,230 | $205,047 | $230,083.8 | $25,036.8 | 12.21% |
Joel Arber L1 Capital International Pty Ltd | 340,997 | $64.33M | $64.85M | $517,993.79 | 0.81% |
Curtis Burkholder Bare Financial Services, Inc | 83 | $15,058.98 | $15,482.82 | $423.84 | 2.81% |
Kevin Stillman Evernest Financial Advisors, LLC | 1,639 | $317,628.38 | $306,853.58 | -$10,774.8 | -3.39% |
Keisuke Ichihara Rakuten Securities, Inc. | 34 | $6,067.67 | $6,413.08 | $345.41 | 5.69% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 4,241 | $847,081.48 | $797,689.69 | -$49,391.79 | -5.83% |
Rob Dainard Hara Capital LLC | 453 | $101,060 | $85,096.05 | -$15,963.95 | -15.8% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 45 | $7,753.35 | $8,440.65 | $687.3 | 8.86% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,641 | $1.78M | $1.54M | -$241,306.95 | -13.53% |
Craig Silberg EVERPAR ADVISORS LLC | 1,343 | $269,376.37 | $252,342.98 | -$17,033.39 | -6.32% |