| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Kelley HTLF Bank | 28,984 | $4.25M | $4.28M | $28,778.33 | 0.68% |
Lydia Gallas Harbour Trust & Investment Management Co | 11,885 | $1.75M | $1.76M | $10,323.34 | 0.59% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,238 | $465,497.05 | $478,301.17 | $12,804.12 | 2.75% |
Amir Har-El Savvy Advisors, Inc. | 187,998 | $29.09M | $28.04M | -$1.06M | -3.64% |
Ann Keitner Quantum Portfolio Management LLC | 3,414 | $532,442.45 | $512,134.14 | -$20,308.31 | -3.81% |
Joseph Morrison Sentry LLC | 8,317 | $1.24M | $1.24M | -$229.64 | -0.02% |
David W. Lewis Lewis Asset Management, LLC | 14,559 | $2.22M | $2.17M | -$53,578.33 | -2.41% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 13,666 | $1.95M | $2.05M | $102,850.15 | 5.28% |
Owen McCabe Tyche Wealth Partners LLC | 41,461 | $6.14M | $6.12M | -$18,312.69 | -0.3% |
United Advisor Group LLC United Advisor Group, LLC | 24,953 | $4.02M | $3.72M | -$297,902.7 | -7.41% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,011 | $1.48M | $1.49M | $16,287.12 | 1.1% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 28,986 | $4.35M | $4.29M | -$58,580.26 | -1.35% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 17,486 | $2.91M | $2.58M | -$326,261.58 | -11.23% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 7,801 | $1.16M | $1.15M | -$4,897.02 | -0.42% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5,651 | $829,056.12 | $842,733.63 | $13,677.51 | 1.65% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,168 | $317,698.96 | $323,313.84 | $5,614.88 | 1.77% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,808 | $269,762.43 | $266,779.44 | -$2,982.99 | -1.11% |
Jonathon Gold Gold Investment Management Ltd. | 916 | $134,573.54 | $135,160.38 | $586.84 | 0.44% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,177 | $332,031.49 | $324,656.01 | -$7,375.48 | -2.22% |
PETER KRUSSEL Southland Equity Partners LLC | 41,347 | $6.17M | $6.1M | -$72,872.4 | -1.18% |