| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 375,060 | $8.76M | $8.23M | -$527,564.89 | -6.02% |
Mark Petersen Prosperitas Financial LLC | 7,633 | $220,744.74 | $166,246.74 | -$54,498 | -24.69% |
Robert Shea NEOS Investment Management LLC | 1.02M | $24.82M | $22.55M | -$2.26M | -9.12% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 223,417 | $4.14M | $4.87M | $730,751.88 | 17.64% |
James Rankin Modern Wealth Management, LLC | 91,934 | $1.97M | $2.01M | $35,914.07 | 1.82% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 12,129 | $268,844.58 | $267,046.62 | -$1,797.96 | -0.67% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 26,615 | $685,067.83 | $583,666.95 | -$101,400.88 | -14.8% |
David Vollmer PFS Partners, LLC | 25,645 | $466,114.08 | $559,189.22 | $93,075.14 | 19.97% |
Benj Foor Frazier Financial Advisors, LLC | 2,119 | $43,569.32 | $46,215.39 | $2,646.07 | 6.07% |
Angela Kelley HTLF Bank | 35,427 | $600,455.32 | $780,003.34 | $179,548.02 | 29.9% |
Lydia Gallas Harbour Trust & Investment Management Co | 11,715 | $329,655.06 | $257,931.5 | -$71,723.56 | -21.76% |
Amir Har-El Savvy Advisors, Inc. | 153,525 | $3.91M | $3.37M | -$535,962.87 | -13.72% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4,062 | $84,083 | $88,571.91 | $4,488.91 | 5.34% |
Owen McCabe Tyche Wealth Partners LLC | 55,634 | $970,994.42 | $1.22M | $253,910.48 | 26.15% |
United Advisor Group LLC United Advisor Group, LLC | 45,720 | $950,937.8 | $997,153.2 | $46,215.4 | 4.86% |
Jeff Ramsey Quotient Wealth Partners, LLC | 46,375 | $870,894.05 | $1.01M | $140,544.7 | 16.14% |
CARL LYMANGOOD Petros Family Wealth, LLC | 7,656 | $221,948 | $168,563.68 | -$53,384.32 | -24.05% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 9,026 | $180,200.57 | $196,857.06 | $16,656.49 | 9.24% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 9,496 | $262,685.64 | $208,864.52 | -$53,821.12 | -20.49% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 11,922 | $205,374.84 | $262,224.39 | $56,849.55 | 27.68% |