| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathon Gold Gold Investment Management Ltd. | 10,589 | $1.17M | $1.07M | -$99,063.18 | -8.48% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,201 | $123,269 | $122,165.72 | -$1,103.28 | -0.9% |
PETER KRUSSEL Southland Equity Partners LLC | 8,484 | $926,376.31 | $857,138.52 | -$69,237.79 | -7.47% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 13,605 | $1.52M | $1.38M | -$139,607.42 | -9.19% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 42,055 | $5.59M | $4.23M | -$1.35M | -24.21% |
Taylor Wagner Valued Wealth Advisors LLC | 195 | $24,291.91 | $19,700.85 | -$4,591.06 | -18.9% |
Steven JE Manders BKM Wealth Management, LLC | 23,295 | $2.64M | $2.35M | -$290,905.82 | -11% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 53,044 | $5.89M | $5.34M | -$545,470.53 | -9.27% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 3,502 | $396,105.62 | $352,581.36 | -$43,524.26 | -10.99% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,906 | $454,458.65 | $394,623.18 | -$59,835.47 | -13.17% |
Anthony Blagrove Traveka Wealth, LLC | 3,076 | $361,646.53 | $309,691.68 | -$51,954.85 | -14.37% |
Julie Beswick Advantage Trust Co | 548 | $60,318.18 | $55,358.96 | -$4,959.22 | -8.22% |
Cody Gehman Stonebridge Financial Group, LLC | 49,984 | $5.41M | $5.03M | -$376,768.63 | -6.97% |
Wayne Atkins VCI Wealth Management LLC | 19,128 | $2.31M | $1.93M | -$373,412.51 | -16.19% |
Curtis Burkholder Bare Financial Services, Inc | 57 | $7,718.99 | $5,798.04 | -$1,920.95 | -24.89% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,612 | $572,735.41 | $465,950.36 | -$106,785.05 | -18.64% |
Keisuke Ichihara Rakuten Securities, Inc. | 263 | $28,158.93 | $26,478.84 | -$1,680.09 | -5.97% |
Joshua Stipcich Tidemark, LLC | 120 | $13,675.84 | $12,081.6 | -$1,594.24 | -11.66% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,269 | $897,055 | $841,122.68 | -$55,932.32 | -6.24% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 4,395 | $515,964.51 | $444,026.85 | -$71,937.66 | -13.94% |