| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 75 | $23,773.7 | $23,990.25 | $216.55 | 0.91% |
Angela Kelley HTLF Bank | 606 | $216,446.02 | $193,841.22 | -$22,604.8 | -10.44% |
Lydia Gallas Harbour Trust & Investment Management Co | 46,310 | $14.24M | $14.81M | $577,186.62 | 4.05% |
Amir Har-El Savvy Advisors, Inc. | 5,937 | $2.1M | $1.9M | -$205,069.89 | -9.75% |
David W. Lewis Lewis Asset Management, LLC | 1,219 | $478,638.94 | $389,921.53 | -$88,717.41 | -18.54% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 263 | $82,803 | $84,128.44 | $1,325.44 | 1.6% |
Owen McCabe Tyche Wealth Partners LLC | 2,684 | $952,108.11 | $858,531.08 | -$93,577.03 | -9.83% |
United Advisor Group LLC United Advisor Group, LLC | 893 | $326,636.84 | $285,643.91 | -$40,992.93 | -12.55% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,185 | $654,349.51 | $698,915.95 | $44,566.44 | 6.81% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,561 | $1.28M | $1.14M | -$144,654.11 | -11.27% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,399 | $1.48M | $1.41M | -$76,580.48 | -5.16% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 345 | $105,988.18 | $110,355.15 | $4,366.97 | 4.12% |
Jeffrey McGrath Cetera Trust Company, N.A | 50 | $14,973.28 | $15,993.5 | $1,020.22 | 6.81% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 870 | $272,761.79 | $278,286.9 | $5,525.11 | 2.03% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 258 | $84,776 | $82,526.46 | -$2,249.54 | -2.65% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,215 | $636,242 | $708,512.05 | $72,270.05 | 11.36% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 26,107 | $9.01M | $8.35M | -$661,483.75 | -7.34% |
Taylor Wagner Valued Wealth Advisors LLC | 8 | $2,819.08 | $2,558.96 | -$260.12 | -9.23% |
Darin Sadow Freestone Grove Partners LP | 493 | $161,995 | $157,695.91 | -$4,299.09 | -2.65% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,511 | $761,843.77 | $803,193.57 | $41,349.8 | 5.43% |