| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 5,237 | $818,389.35 | $686,989.66 | -$131,399.69 | -16.06% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 96,392 | $13.38M | $12.52M | -$867,845.94 | -6.48% |
David Vollmer PFS Partners, LLC | 379 | $65,219.42 | $49,592.15 | -$15,627.27 | -23.96% |
Benj Foor Frazier Financial Advisors, LLC | 301 | $44,263.21 | $39,385.85 | -$4,877.36 | -11.02% |
Angela Kelley HTLF Bank | 18,730 | $3.18M | $2.46M | -$724,569.56 | -22.78% |
Lydia Gallas Harbour Trust & Investment Management Co | 62,372 | $10.6M | $8.14M | -$2.46M | -23.2% |
Amir Har-El Savvy Advisors, Inc. | 35,397 | $5.13M | $4.6M | -$529,716.62 | -10.32% |
Ann Keitner Quantum Portfolio Management LLC | 100 | $13,540 | $13,097 | -$443 | -3.27% |
Joseph Morrison Sentry LLC | 6,928 | $1.26M | $901,124.96 | -$356,915.92 | -28.37% |
David W. Lewis Lewis Asset Management, LLC | 3,089 | $413,710.65 | $404,674.44 | -$9,036.21 | -2.18% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,751 | $447,257.07 | $361,082.5 | -$86,174.57 | -19.27% |
Owen McCabe Tyche Wealth Partners LLC | 196,170 | $33.28M | $25.69M | -$7.59M | -22.81% |
United Advisor Group LLC United Advisor Group, LLC | 5,295 | $820,175.14 | $693,777.37 | -$126,397.77 | -15.41% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,268 | $843,622.9 | $690,769.13 | -$152,853.77 | -18.12% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 19,395 | $3.24M | $2.49M | -$750,292.63 | -23.15% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,693 | $741,897.39 | $614,712.6 | -$127,184.79 | -17.14% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,489 | $762,033.4 | $588,193.67 | -$173,839.73 | -22.81% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,628 | $252,694 | $211,696.98 | -$40,997.02 | -16.22% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,872 | $317,940.31 | $245,119.68 | -$72,820.63 | -22.9% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 3,036 | $506,999.61 | $397,958.88 | -$109,040.73 | -21.51% |