| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 10 | $5,000 | $5,122.9 | $122.9 | 2.46% |
Benj Foor Frazier Financial Advisors, LLC | 45 | $22,488.24 | $23,837.85 | $1,349.61 | 6% |
Angela Kelley HTLF Bank | 584 | $273,393.6 | $296,461.76 | $23,068.16 | 8.44% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,170 | $606,781.43 | $593,938.8 | -$12,842.63 | -2.12% |
Amir Har-El Savvy Advisors, Inc. | 2,175 | $1.32M | $1.14M | -$184,547.46 | -13.94% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 118 | $60,099 | $62,701.66 | $2,602.66 | 4.33% |
Owen McCabe Tyche Wealth Partners LLC | 831 | $391,669.67 | $421,848.84 | $30,179.17 | 7.71% |
United Advisor Group LLC United Advisor Group, LLC | 1,228 | $621,579.84 | $629,092.12 | $7,512.28 | 1.21% |
Jeff Ramsey Quotient Wealth Partners, LLC | 625 | $288,343.18 | $320,181.25 | $31,838.07 | 11.04% |
CARL LYMANGOOD Petros Family Wealth, LLC | 616 | $399,161.63 | $337,309.28 | -$61,852.35 | -15.5% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,018 | $620,288 | $552,000.31 | -$68,287.69 | -11.01% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 439 | $231,823 | $240,387.62 | $8,564.62 | 3.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 191 | $89,435.56 | $100,076.36 | $10,640.8 | 11.9% |
Jeffrey McGrath Cetera Trust Company, N.A | 18 | $8,427 | $9,221.22 | $794.22 | 9.42% |
Jonathon Gold Gold Investment Management Ltd. | 2,306 | $1.1M | $1.18M | $81,146.06 | 7.4% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 78 | $53,501 | $40,868.88 | -$12,632.12 | -23.61% |
PETER KRUSSEL Southland Equity Partners LLC | 446 | $268,547.29 | $227,765.51 | -$40,781.78 | -15.19% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,435 | $783,573.03 | $785,777.3 | $2,204.27 | 0.28% |
Taylor Wagner Valued Wealth Advisors LLC | 6 | $3,253.43 | $3,073.74 | -$179.69 | -5.52% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 3,357 | $2.29M | $1.71M | -$575,910.46 | -25.15% |