| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 48,820 | $7.17M | $6.56M | -$608,517.38 | -8.48% |
KKM Financial LLC KKM Financial LLC | 85,947 | $13.17M | $11.32M | -$1.85M | -14.04% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,068 | $844,944.77 | $785,532.94 | -$59,411.83 | -7.03% |
Menachem Striks Morton Capital Management LLC/CA | 8,480 | $882,451.25 | $1.11M | $230,209.55 | 26.09% |
David Vollmer PFS Partners, LLC | 115 | $17,512.29 | $14,839.6 | -$2,672.69 | -15.26% |
Benj Foor Frazier Financial Advisors, LLC | 924 | $107,642.45 | $119,131.32 | $11,488.87 | 10.67% |
Angela Kelley HTLF Bank | 55,591 | $5.86M | $7.22M | $1.36M | 23.2% |
Lydia Gallas Harbour Trust & Investment Management Co | 28,217 | $2.97M | $3.7M | $727,434.23 | 24.45% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,433 | $210,010 | $189,227.65 | -$20,782.35 | -9.9% |
Amir Har-El Savvy Advisors, Inc. | 26,747 | $4.28M | $3.58M | -$700,548.62 | -16.37% |
Ann Keitner Quantum Portfolio Management LLC | 2,075 | $580,474.97 | $266,585.62 | -$313,889.35 | -54.07% |
Joseph Morrison Sentry LLC | 1,736 | $247,235.93 | $231,226.52 | -$16,009.41 | -6.48% |
David W. Lewis Lewis Asset Management, LLC | 16,972 | $3.31M | $2.21M | -$1.1M | -33.34% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,914 | $234,740.5 | $372,846.3 | $138,105.8 | 58.83% |
Owen McCabe Tyche Wealth Partners LLC | 4,561 | $534,011.53 | $592,154.63 | $58,143.1 | 10.89% |
William Ramsay Financial Symmetry Inc | 2,391 | $436,747.96 | $319,341.96 | -$117,406 | -26.88% |
United Advisor Group LLC United Advisor Group, LLC | 5,309 | $1.02M | $681,622.51 | -$336,889.02 | -33.08% |
Jeff Ramsey Quotient Wealth Partners, LLC | 12,695 | $1.54M | $1.65M | $111,189.15 | 7.24% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,319 | $339,849 | $308,403.81 | -$31,445.19 | -9.25% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 61,080 | $9.09M | $8.19M | -$899,864.66 | -9.9% |