| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Kelley HTLF Bank | 606 | $216,446.02 | $171,225.29 | -$45,220.73 | -20.89% |
Lydia Gallas Harbour Trust & Investment Management Co | 48,159 | $14.82M | $13.56M | -$1.26M | -8.47% |
Amir Har-El Savvy Advisors, Inc. | 4,826 | $1.73M | $1.41M | -$311,110.84 | -18.03% |
David W. Lewis Lewis Asset Management, LLC | 870 | $340,444.53 | $245,818.49 | -$94,626.04 | -27.79% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 263 | $82,803 | $76,298.93 | -$6,504.07 | -7.85% |
Owen McCabe Tyche Wealth Partners LLC | 980 | $344,120.32 | $275,987.6 | -$68,132.72 | -19.8% |
United Advisor Group LLC United Advisor Group, LLC | 786 | $286,806.09 | $221,353.32 | -$65,452.77 | -22.82% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,147 | $642,969.51 | $604,638.14 | -$38,331.37 | -5.96% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,643 | $1.31M | $1.03M | -$283,552.01 | -21.65% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 3,088 | $1.09M | $872,514.37 | -$218,582.14 | -20.03% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 439 | $135,583.19 | $127,977.28 | -$7,605.91 | -5.61% |
Jeffrey McGrath Cetera Trust Company, N.A | 50 | $14,973.28 | $14,081 | -$892.28 | -5.96% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 870 | $272,761.79 | $245,009.4 | -$27,752.39 | -10.17% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 2,217 | $636,792.86 | $626,413.33 | -$10,379.53 | -1.63% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 31,101 | $10.57M | $9.12M | -$1.45M | -13.75% |
Taylor Wagner Valued Wealth Advisors LLC | 8 | $2,819.08 | $2,323.28 | -$495.8 | -17.59% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,321 | $704,800.09 | $655,798.53 | -$49,001.56 | -6.95% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 769 | $236,450.79 | $217,280.94 | -$19,169.85 | -8.11% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,617 | $527,603.01 | $456,883.33 | -$70,719.68 | -13.4% |
Anthony Blagrove Traveka Wealth, LLC | 753 | $233,056.83 | $212,760.14 | -$20,296.69 | -8.71% |