| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 64,412 | $9.98M | $9.03M | -$950,585.04 | -9.52% |
| BTW BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 55,383 | $9.55M | $7.76M | -$1.79M | -18.7% |
Menachem Striks Morton Capital Management LLC/CA | 23,093 | $3.87M | $3.24M | -$634,750.8 | -16.39% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 3,021 | $514,844.72 | $423,604.62 | -$91,240.1 | -17.72% |
Benj Foor Frazier Financial Advisors, LLC | 4,264 | $629,996.53 | $597,855.44 | -$32,119.77 | -5.1% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 2,664 | $420,938.74 | $373,466.16 | -$47,472.58 | -11.28% |
Angela Kelley HTLF Bank | 28,984 | $4.25M | $4.06M | -$188,601.67 | -4.43% |
Lydia Gallas Harbour Trust & Investment Management Co | 11,885 | $1.75M | $1.67M | -$78,754.73 | -4.51% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,824 | $404,772.53 | $395,981.28 | -$8,791.25 | -2.17% |
Amir Har-El Savvy Advisors, Inc. | 187,998 | $29.09M | $26.36M | -$2.74M | -9.41% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 13,773 | $1.96M | $1.93M | -$26,494.65 | -1.35% |
Owen McCabe Tyche Wealth Partners LLC | 41,461 | $6.14M | $5.81M | -$329,062.88 | -5.36% |
| UAG United Advisor Group LLC United Advisor Group, LLC | 24,953 | $4.02M | $3.5M | -$521,107.29 | -12.97% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,011 | $1.48M | $1.4M | -$73,261.27 | -4.96% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 28,986 | $4.35M | $4.06M | -$287,859.52 | -6.61% |
| UPL Uptick Partners LLC UPTICK PARTNERS, LLC | 17,486 | $2.91M | $2.45M | -$453,472.23 | -15.6% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 7,801 | $1.16M | $1.09M | -$61,649.29 | -5.33% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5,651 | $829,056.12 | $792,326.71 | -$36,701.15 | -4.43% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,168 | $317,698.96 | $303,910.24 | -$13,777.88 | -4.34% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,808 | $269,762.43 | $253,445.44 | -$16,307.95 | -6.04% |