| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 128,041 | $12.62M | $12.22M | -$400,550.06 | -3.18% |
Joseph C. Gissy Tactive Advisors, LLC | 72,122 | $6.98M | $6.87M | -$103,978.91 | -1.49% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 76,770 | $7.6M | $7.33M | -$272,642.66 | -3.59% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 3,603 | $349,130.32 | $344,176.57 | -$4,953.75 | -1.42% |
Benj Foor Frazier Financial Advisors, LLC | 451 | $44,771 | $42,991.57 | -$1,779.43 | -3.97% |
Derek Ripp Austin Wealth Management, LLC | 25,025 | $2.47M | $2.38M | -$83,700.21 | -3.39% |
Amir Har-El Savvy Advisors, Inc. | 719,535 | $71.54M | $68.65M | -$2.89M | -4.04% |
Ann Keitner Quantum Portfolio Management LLC | 3,264 | $323,071 | $311,108.16 | -$11,962.84 | -3.7% |
Cindi Hill Keener Financial Planning LLC | 2,028 | $202,556.64 | $193,450.92 | -$9,105.72 | -4.5% |
David W. Lewis Lewis Asset Management, LLC | 3,971 | $394,130.85 | $378,714.27 | -$15,416.58 | -3.91% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 208,626 | $19.93M | $19.89M | -$39,596.36 | -0.2% |
Owen McCabe Tyche Wealth Partners LLC | 3,061 | $303,775.3 | $291,621.47 | -$12,153.83 | -4% |
United Advisor Group LLC United Advisor Group, LLC | 46,789 | $4.64M | $4.46M | -$182,269.46 | -3.93% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1.94M | $192.1M | $185.2M | -$6.91M | -3.6% |
CARL LYMANGOOD Petros Family Wealth, LLC | 9,058 | $904,712.65 | $863,952.04 | -$40,760.61 | -4.51% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,399 | $637,170.78 | $609,632.73 | -$27,538.05 | -4.32% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,905 | $290,343.12 | $276,904.6 | -$13,438.52 | -4.63% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 663 | $65,773 | $63,164.01 | -$2,608.99 | -3.97% |
Jon Deven Mouton CAP Partners, LLC | 3,698 | $367,500.66 | $353,177.49 | -$14,323.17 | -3.9% |
Steven JE Manders BKM Wealth Management, LLC | 6,618 | $647,564.11 | $632,184.45 | -$15,379.66 | -2.38% |