| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 81,661 | $13.38M | $12.05M | -$1.33M | -9.94% |
Robert Shea NEOS Investment Management LLC | 734,528 | $113.83M | $108.42M | -$5.41M | -4.75% |
RENEE PILKENTON Exchange Bank | 1,235 | $228,215 | $182,298.35 | -$45,916.65 | -20.12% |
Savoie Capital LLC Savoie Capital LLC | 76,383 | $12.94M | $11.27M | -$1.66M | -12.86% |
Mark Weber DecisionMap Wealth Management, LLC | 1,188 | $219,531 | $175,360.68 | -$44,170.32 | -20.12% |
James Rankin Modern Wealth Management, LLC | 13,704 | $2.29M | $2.02M | -$271,770.5 | -11.84% |
Menachem Striks Morton Capital Management LLC/CA | 1,477 | $252,288.4 | $218,019.97 | -$34,268.43 | -13.58% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 146,026 | $23.27M | $21.55M | -$1.71M | -7.36% |
David Vollmer PFS Partners, LLC | 525 | $96,591.53 | $77,495.25 | -$19,096.28 | -19.77% |
Benj Foor Frazier Financial Advisors, LLC | 174 | $22,366.37 | $29,209.38 | $6,843.01 | 30.6% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,925 | $309,833.51 | $284,149.25 | -$25,684.26 | -8.29% |
Angela Kelley HTLF Bank | 2,307 | $336,978.64 | $340,536.27 | $3,557.63 | 1.06% |
Lydia Gallas Harbour Trust & Investment Management Co | 6,828 | $987,533.73 | $1.01M | $20,347.35 | 2.06% |
Amir Har-El Savvy Advisors, Inc. | 25,852 | $4.07M | $3.82M | -$254,083.66 | -6.24% |
David W. Lewis Lewis Asset Management, LLC | 4,164 | $636,786.64 | $614,648.04 | -$22,138.6 | -3.48% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,118 | $206,595 | $165,027.98 | -$41,567.02 | -20.12% |
United Advisor Group LLC United Advisor Group, LLC | 5,025 | $874,406.71 | $741,740.25 | -$132,666.46 | -15.17% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,203 | $470,358.75 | $472,794.83 | $2,436.08 | 0.52% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,921 | $310,078.01 | $322,478.27 | $12,400.26 | 4% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 6,454 | $1.05M | $952,674.94 | -$95,507.58 | -9.11% |