| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 42,523 | $4.74M | $4.45M | -$282,609.45 | -5.97% |
Joseph Morrison Sentry LLC | 6,724 | $680,872.59 | $707,768.24 | $26,895.65 | 3.95% |
David W. Lewis Lewis Asset Management, LLC | 18,301 | $2.35M | $1.91M | -$437,522.85 | -18.61% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,490 | $138,765.54 | $156,062.6 | $17,297.06 | 12.46% |
Owen McCabe Tyche Wealth Partners LLC | 10,956 | $1.29M | $1.15M | -$146,673.76 | -11.33% |
United Advisor Group LLC United Advisor Group, LLC | 5,814 | $622,184.24 | $608,028.12 | -$14,156.12 | -2.28% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,164 | $775,276.63 | $645,987.2 | -$129,289.43 | -16.68% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,208 | $484,714.11 | $439,273.12 | -$45,440.99 | -9.37% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,850 | $204,220.42 | $193,473 | -$10,747.42 | -5.26% |
Jeffrey McGrath Cetera Trust Company, N.A | 3,656 | $402,415.95 | $383,075.68 | -$19,340.27 | -4.81% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 33 | $3,429.03 | $3,456.42 | $27.39 | 0.8% |
Jonathon Gold Gold Investment Management Ltd. | 11,886 | $1.29M | $1.25M | -$39,599.41 | -3.08% |
PETER KRUSSEL Southland Equity Partners LLC | 8,554 | $933,294.7 | $895,945.96 | -$37,348.74 | -4% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 13,463 | $1.5M | $1.41M | -$98,243.65 | -6.53% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 42,299 | $5.61M | $4.43M | -$1.18M | -21.06% |
Taylor Wagner Valued Wealth Advisors LLC | 52 | $6,938.36 | $5,453.76 | -$1,484.6 | -21.4% |
Steven JE Manders BKM Wealth Management, LLC | 5,935 | $737,374.12 | $623,353.05 | -$114,021.07 | -15.46% |
Darin Sadow Freestone Grove Partners LP | 1.37M | $124.57M | $143.48M | $18.9M | 15.18% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 50,243 | $5.58M | $5.24M | -$333,772.99 | -5.98% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 30,120 | $2.81M | $3.16M | $347,881.36 | 12.37% |