| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 1,271 | $265,690 | $233,184.01 | -$32,505.99 | -12.23% |
Riley Stephenson Stephenson & Company, Inc. | 1,249 | $221,735 | $224,389.09 | $2,654.09 | 1.2% |
James Rankin Modern Wealth Management, LLC | 19,071 | $3.48M | $3.43M | -$42,149.45 | -1.21% |
KKM Financial LLC KKM Financial LLC | 4,094 | $450,849.53 | $750,573.49 | $299,723.96 | 66.48% |
Joseph C. Gissy Tactive Advisors, LLC | 3,037 | $351,291.75 | $554,525.83 | $203,234.08 | 57.85% |
David Vollmer PFS Partners, LLC | 23 | $3,657 | $4,163.69 | $506.69 | 13.86% |
Benj Foor Frazier Financial Advisors, LLC | 215 | $28,194.77 | $38,927.9 | $10,733.13 | 38.07% |
Angela Kelley HTLF Bank | 22,728 | $2.12M | $4.16M | $2.04M | 96.38% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,870 | $390,905 | $342,228.7 | -$48,676.3 | -12.45% |
Amir Har-El Savvy Advisors, Inc. | 22,754 | $3.63M | $4.11M | $482,788.73 | 13.3% |
Ann Keitner Quantum Portfolio Management LLC | 921 | $192,526 | $166,194.45 | -$26,331.55 | -13.68% |
David W. Lewis Lewis Asset Management, LLC | 2,909 | $406,656.87 | $531,590.66 | $124,933.79 | 30.72% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,758 | $316,349.94 | $317,477.22 | $1,127.28 | 0.36% |
Owen McCabe Tyche Wealth Partners LLC | 1,866 | $240,301.01 | $339,061.53 | $98,760.52 | 41.1% |
United Advisor Group LLC United Advisor Group, LLC | 1,210 | $252,996 | $218,284 | -$34,712 | -13.72% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,628 | $652,031.14 | $1.02M | $367,424.78 | 56.35% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,990 | $606,592.91 | $911,673 | $305,080.09 | 50.29% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,303 | $126,498.43 | $234,279.4 | $107,780.97 | 85.2% |
Jeffrey McGrath Cetera Trust Company, N.A | 3,804 | $354,723 | $691,205.82 | $336,482.82 | 94.86% |
Jonathon Gold Gold Investment Management Ltd. | 1,856 | $173,084.08 | $340,891.52 | $167,807.44 | 96.95% |