| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 21,276 | $3.46M | $2.62M | -$843,867.8 | -24.37% |
Joseph C. Gissy Tactive Advisors, LLC | 11,228 | $1.63M | $1.38M | -$246,395.74 | -15.13% |
David Vollmer PFS Partners, LLC | 194 | $16,616.18 | $23,873.64 | $7,257.46 | 43.68% |
Benj Foor Frazier Financial Advisors, LLC | 254 | $37,157.76 | $43,688 | $6,530.24 | 17.57% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,726 | $148,095.03 | $212,401.56 | $64,306.53 | 43.42% |
Angela Kelley HTLF Bank | 2,894 | $218,873 | $356,135.63 | $137,262.63 | 62.71% |
Lydia Gallas Harbour Trust & Investment Management Co | 46,804 | $5.91M | $5.76M | -$150,592.97 | -2.55% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 8,762 | $429,143.29 | $1.08M | $649,108.43 | 151.26% |
Amir Har-El Savvy Advisors, Inc. | 45,428 | $5.96M | $5.59M | -$373,290.65 | -6.26% |
Ann Keitner Quantum Portfolio Management LLC | 11,660 | $1.36M | $1.43M | $74,480.91 | 5.47% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,864 | $107,455.71 | $229,383.84 | $121,928.13 | 113.47% |
Owen McCabe Tyche Wealth Partners LLC | 3,003 | $395,218.96 | $475,765.26 | $80,546.3 | 20.38% |
United Advisor Group LLC United Advisor Group, LLC | 99,671 | $4.75M | $12.27M | $7.52M | 158.22% |
Jeff Ramsey Quotient Wealth Partners, LLC | 12,925 | $701,424.04 | $1.59M | $889,126.43 | 126.76% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,241 | $345,411.18 | $398,837.45 | $53,426.27 | 15.47% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 103,536 | $5.68M | $12.74M | $7.06M | 124.4% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,199 | $368,443.49 | $378,228 | $9,784.51 | 2.66% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,918 | $274,388.08 | $236,029.08 | -$38,359 | -13.98% |
Jeffrey McGrath Cetera Trust Company, N.A | 300 | $43,884 | $36,918 | -$6,966 | -15.87% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,185 | $102,334.38 | $268,886.1 | $166,551.72 | 162.75% |