| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Savoie Capital LLC Savoie Capital LLC | 4,650 | $813,797 | $648,954 | -$164,843 | -20.26% |
James Rankin Modern Wealth Management, LLC | 32,992 | $4.93M | $4.64M | -$282,177.5 | -5.73% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 5,237 | $818,389.35 | $730,875.72 | -$87,513.63 | -10.69% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 96,392 | $13.38M | $13.45M | $69,084.3 | 0.52% |
David Vollmer PFS Partners, LLC | 379 | $65,219.42 | $52,893.24 | -$12,326.18 | -18.9% |
Benj Foor Frazier Financial Advisors, LLC | 301 | $44,263.21 | $41,456.73 | -$2,806.48 | -6.34% |
Angela Kelley HTLF Bank | 18,730 | $3.18M | $2.61M | -$567,143.91 | -17.83% |
Lydia Gallas Harbour Trust & Investment Management Co | 62,372 | $10.6M | $8.7M | -$1.89M | -17.87% |
Amir Har-El Savvy Advisors, Inc. | 29,420 | $4.32M | $4.11M | -$218,317.85 | -5.05% |
Ann Keitner Quantum Portfolio Management LLC | 100 | $13,540 | $14,079 | $539 | 3.98% |
Joseph Morrison Sentry LLC | 6,928 | $1.26M | $975,393.05 | -$282,647.83 | -22.47% |
David W. Lewis Lewis Asset Management, LLC | 3,564 | $476,429.7 | $497,391.84 | $20,962.14 | 4.4% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,532 | $671,041.41 | $632,485.92 | -$38,555.49 | -5.75% |
Owen McCabe Tyche Wealth Partners LLC | 196,170 | $33.28M | $27.29M | -$5.99M | -18% |
United Advisor Group LLC United Advisor Group, LLC | 5,295 | $820,175.14 | $738,970.2 | -$81,204.94 | -9.9% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,911 | $1.13M | $964,499.16 | -$165,344.06 | -14.63% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 19,395 | $3.24M | $2.71M | -$534,038.38 | -16.48% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,693 | $741,897.39 | $646,366.89 | -$95,530.5 | -12.88% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,489 | $762,033.4 | $626,484.84 | -$135,548.56 | -17.79% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,628 | $252,694 | $227,203.68 | -$25,490.32 | -10.09% |