| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BF Benj Foor Frazier Financial Advisors, LLC | 221 | $42,181.13 | $34,769.93 | -$7,411.2 | -17.57% |
| AK Angela Kelley HTLF Bank | 1,219 | $233,175.91 | $191,785.27 | -$41,390.64 | -17.75% |
| LG Lydia Gallas Harbour Trust & Investment Management Co | 44,233 | $8.49M | $6.96M | -$1.53M | -18% |
| AH Amir Har-El Savvy Advisors, Inc. | 2,717 | $568,636.78 | $427,465.61 | -$141,171.17 | -24.83% |
| ANT Andrea N. Thompson WEST PACES ADVISORS INC. | 2,546 | $303,721.57 | $400,562.18 | $96,840.61 | 31.88% |
| OM Owen McCabe Tyche Wealth Partners LLC | 1,199 | $231,367.62 | $188,638.67 | -$42,728.95 | -18.47% |
| JR Jeff Ramsey Quotient Wealth Partners, LLC | 2,630 | $545,916 | $413,777.9 | -$132,138.1 | -24.2% |
| BGA BRUCE G ALLEN Bruce G. Allen Investments, LLC | 434 | $85,276.92 | $68,281.22 | -$16,995.7 | -19.93% |
| TPW Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 343 | $59,493 | $53,964.19 | -$5,528.81 | -9.29% |
| BC Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,998 | $1.02M | $786,335.34 | -$229,291.96 | -22.58% |
| TW Taylor Wagner Valued Wealth Advisors LLC | 26 | $5,507.79 | $4,090.58 | -$1,417.21 | -25.73% |
| CB Curtis Burkholder Bare Financial Services, Inc | 54 | $10,225.42 | $8,495.82 | -$1,729.6 | -16.91% |
| KS Kevin Stillman Evernest Financial Advisors, LLC | 1,894 | $361,952.48 | $297,983.02 | -$63,969.46 | -17.67% |
| RCA Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,293 | $1.05M | $832,747.69 | -$213,656.14 | -20.42% |
| RD Rob Dainard Hara Capital LLC | 453 | $101,060 | $71,270.49 | -$29,789.51 | -29.48% |
| KT KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 32 | $5,586.69 | $5,034.56 | -$552.13 | -9.88% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,641 | $1.78M | $1.36M | -$423,372.73 | -23.75% |
| CS Craig Silberg EVERPAR ADVISORS LLC | 1,288 | $260,209.52 | $202,641.04 | -$57,568.48 | -22.12% |
| PMS PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 2,734 | $522,820.33 | $430,140.22 | -$92,680.11 | -17.73% |
| MS Matthew Stead Sachetta, LLC | 422 | $87,713.68 | $66,393.26 | -$21,320.42 | -24.31% |