| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Menachem Striks Morton Capital Management LLC/CA | 8,461 | $237,585 | $211,948.04 | -$25,636.96 | -10.79% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 411,774 | $11.51M | $10.31M | -$1.19M | -10.38% |
David Vollmer PFS Partners, LLC | 2,478 | $82,018.1 | $61,330.5 | -$20,687.6 | -25.22% |
Benj Foor Frazier Financial Advisors, LLC | 2,559 | $72,516.05 | $64,102.95 | -$8,413.1 | -11.6% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 15,783 | $440,192.18 | $390,629.25 | -$49,562.93 | -11.26% |
Angela Kelley HTLF Bank | 27,252 | $784,585.63 | $682,662.57 | -$101,923.06 | -12.99% |
Amir Har-El Savvy Advisors, Inc. | 64,334 | $1.73M | $1.59M | -$136,036.27 | -7.87% |
Joseph Morrison Sentry LLC | 28,013 | $1.14M | $701,725.62 | -$436,904.3 | -38.37% |
David W. Lewis Lewis Asset Management, LLC | 17,647 | $439,147.11 | $442,057.33 | $2,910.22 | 0.66% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,704 | $65,112 | $66,924 | $1,812 | 2.78% |
Owen McCabe Tyche Wealth Partners LLC | 19,479 | $547,760.73 | $487,948.93 | -$59,811.8 | -10.92% |
United Advisor Group LLC United Advisor Group, LLC | 90,228 | $2.32M | $2.26M | -$62,849.02 | -2.71% |
Jeff Ramsey Quotient Wealth Partners, LLC | 22,503 | $599,256.33 | $563,700.13 | -$35,556.2 | -5.93% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 42,115 | $1.2M | $1.05M | -$145,128.33 | -12.09% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 2,217 | $61,630.84 | $54,870.75 | -$6,760.09 | -10.97% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,000 | $28,789.76 | $25,050 | -$3,739.76 | -12.99% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,539 | $42,255.11 | $38,551.95 | -$3,703.16 | -8.76% |
Jonathon Gold Gold Investment Management Ltd. | 56,466 | $1.6M | $1.41M | -$183,877.12 | -11.5% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 5,363 | $150,582 | $132,734.25 | -$17,847.75 | -11.85% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 106,195 | $3.41M | $2.66M | -$748,947.26 | -21.97% |