| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Kelley HTLF Bank | 1,423 | $748,977.82 | $589,691.19 | -$159,286.63 | -21.27% |
Lydia Gallas Harbour Trust & Investment Management Co | 717 | $356,892.12 | $297,124.79 | -$59,767.33 | -16.75% |
Amir Har-El Savvy Advisors, Inc. | 6,780 | $2.71M | $2.81M | $97,073.28 | 3.58% |
David W. Lewis Lewis Asset Management, LLC | 4,048 | $1.49M | $1.68M | $190,242.66 | 12.79% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,953 | $1.37M | $1.64M | $271,466.74 | 19.86% |
Owen McCabe Tyche Wealth Partners LLC | 5,150 | $2.42M | $2.08M | -$343,032.65 | -14.15% |
United Advisor Group LLC United Advisor Group, LLC | 2,980 | $1.25M | $1.23M | -$11,141.91 | -0.89% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,891 | $1.38M | $1.2M | -$180,462.23 | -13.09% |
CARL LYMANGOOD Petros Family Wealth, LLC | 8,931 | $4.22M | $3.7M | -$519,436.95 | -12.31% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 506 | $210,285 | $205,972.36 | -$4,312.64 | -2.05% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,499 | $785,756.3 | $621,185.59 | -$164,570.71 | -20.94% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 808 | $394,233.94 | $334,835.19 | -$59,398.75 | -15.07% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,780 | $2.49M | $1.91M | -$586,580.02 | -23.52% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 160 | $84,235.2 | $66,304 | -$17,931.2 | -21.29% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,785 | $802,817.21 | $712,322.1 | -$90,495.11 | -11.27% |
PETER KRUSSEL Southland Equity Partners LLC | 1,056 | $352,354.03 | $437,606.39 | $85,252.36 | 24.2% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 4,167 | $1.55M | $1.73M | $173,661.9 | 11.18% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 763 | $387,924.89 | $304,482.78 | -$83,442.11 | -21.51% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 21,800 | $7.32M | $9.03M | $1.71M | 23.38% |
Taylor Wagner Valued Wealth Advisors LLC | 165 | $84,818.27 | $68,376 | -$16,442.27 | -19.39% |