| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 4,851 | $1.98M | $1.15M | -$833,283.11 | -42% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 379 | $77,703 | $88,966.46 | $11,263.46 | 14.5% |
United Advisor Group LLC United Advisor Group, LLC | 972 | $506,252.74 | $230,607 | -$275,645.74 | -54.45% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,268 | $680,641.92 | $300,833 | -$379,808.92 | -55.8% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 454 | $123,910.18 | $107,711.5 | -$16,198.68 | -13.07% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 44 | $27,363 | $10,439 | -$16,924 | -61.85% |
Jonathon Gold Gold Investment Management Ltd. | 17 | $10,142 | $4,033.25 | -$6,108.75 | -60.23% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 667 | $319,385.48 | $158,245.75 | -$161,139.73 | -50.45% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 3,411 | $1.44M | $809,259.75 | -$626,604.21 | -43.64% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,330 | $469,276.11 | $315,542.5 | -$153,733.61 | -32.76% |
Taylor Wagner Valued Wealth Advisors LLC | 25 | $12,003.69 | $5,931.25 | -$6,072.44 | -50.59% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 5,040 | $2.61M | $1.2M | -$1.41M | -54.18% |
Darin Sadow Freestone Grove Partners LP | 5,675 | $1.38M | $1.35M | -$33,085.25 | -2.4% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,352 | $518,558.59 | $320,762 | -$197,796.59 | -38.14% |
Curtis Burkholder Bare Financial Services, Inc | 11 | $4,187.5 | $2,609.75 | -$1,577.75 | -37.68% |
Keisuke Ichihara Rakuten Securities, Inc. | 5,611 | $2M | $1.33M | -$667,799.23 | -33.41% |
Joshua Stipcich Tidemark, LLC | 52 | $12,640 | $12,337 | -$303 | -2.4% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,370 | $760,185.96 | $325,032.5 | -$435,153.46 | -57.24% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,126 | $475,136.13 | $267,143.5 | -$207,992.63 | -43.78% |
Rob Dainard Hara Capital LLC | 28 | $10,833 | $6,643 | -$4,190 | -38.68% |