| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Savoie Capital LLC Savoie Capital LLC | 16,928 | $2.51M | $1.65M | -$856,937.09 | -34.19% |
James Rankin Modern Wealth Management, LLC | 12,671 | $1.54M | $1.23M | -$305,819.66 | -19.89% |
David Vollmer PFS Partners, LLC | 2,448 | $466,280.75 | $237,945.6 | -$228,335.15 | -48.97% |
Benj Foor Frazier Financial Advisors, LLC | 176 | $17,485.47 | $17,115.12 | -$370.35 | -2.12% |
Angela Kelley HTLF Bank | 41,845 | $6.55M | $4.11M | -$2.44M | -37.26% |
Lydia Gallas Harbour Trust & Investment Management Co | 5,244 | $797,413.29 | $521,017.62 | -$276,395.67 | -34.66% |
Amir Har-El Savvy Advisors, Inc. | 28,898 | $3.09M | $2.82M | -$268,100.87 | -8.68% |
David W. Lewis Lewis Asset Management, LLC | 5,695 | $560,527.06 | $554,920.8 | -$5,606.26 | -1% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,787 | $186,351.9 | $173,321.13 | -$13,030.77 | -6.99% |
Owen McCabe Tyche Wealth Partners LLC | 3,539 | $465,328.3 | $343,884.63 | -$121,443.67 | -26.1% |
United Advisor Group LLC United Advisor Group, LLC | 71,461 | $10.65M | $6.95M | -$3.7M | -34.75% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,926 | $293,675.28 | $283,895.15 | -$9,780.13 | -3.33% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,918 | $229,712.31 | $186,726.89 | -$42,985.42 | -18.71% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,603 | $723,729.72 | $447,273.51 | -$276,456.21 | -38.2% |
PETER KRUSSEL Southland Equity Partners LLC | 3,188 | $500,753.79 | $309,459.16 | -$191,294.63 | -38.2% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 204,960 | $19.15M | $19.99M | $840,380.39 | 4.39% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,774 | $595,848.55 | $564,870.42 | -$30,978.13 | -5.2% |
Taylor Wagner Valued Wealth Advisors LLC | 100 | $11,389.13 | $9,750 | -$1,639.13 | -14.39% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 11,308 | $1.41M | $1.1M | -$315,215.43 | -22.31% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,580 | $254,214.7 | $251,188.8 | -$3,025.9 | -1.19% |