| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 551 | $398,373 | $279,726.18 | -$118,646.82 | -29.78% |
Owen McCabe Tyche Wealth Partners LLC | 491 | $355,329 | $262,311.84 | -$93,017.16 | -26.18% |
United Advisor Group LLC United Advisor Group, LLC | 3,268 | $833,950.02 | $1.66M | $825,115.57 | 98.94% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,500 | $696,465.96 | $1.78M | $1.08M | 155.12% |
CARL LYMANGOOD Petros Family Wealth, LLC | 412 | $297,850 | $209,160.04 | -$88,689.96 | -29.78% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 400 | $289,550 | $215,720 | -$73,830 | -25.5% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 308 | $222,331 | $156,362.36 | -$65,968.64 | -29.67% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 324 | $56,616.98 | $164,485.08 | $107,868.1 | 190.52% |
Jeffrey McGrath Cetera Trust Company, N.A | 998 | $161,746 | $506,654.67 | $344,908.67 | 213.24% |
Jonathon Gold Gold Investment Management Ltd. | 30,195 | $4.98M | $16.13M | $11.15M | 223.62% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,508 | $293,860.13 | $765,566.38 | $471,706.25 | 160.52% |
PETER KRUSSEL Southland Equity Partners LLC | 1,717 | $312,164.22 | $871,669.41 | $559,505.19 | 179.23% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 61,132 | $8.66M | $31.03M | $22.38M | 258.46% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 466 | $336,918 | $236,574.22 | -$100,343.78 | -29.78% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 1,706 | $438,460.48 | $866,085.04 | $427,624.56 | 97.53% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 43,605 | $8.31M | $22.14M | $13.83M | 166.41% |
Taylor Wagner Valued Wealth Advisors LLC | 190 | $56,628.06 | $96,457.3 | $39,829.24 | 70.33% |
Steven JE Manders BKM Wealth Management, LLC | 400 | $289,200 | $203,068 | -$86,132 | -29.78% |
Darin Sadow Freestone Grove Partners LP | 32,100 | $7.38M | $16.3M | $8.91M | 120.68% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,668 | $333,251.6 | $846,793.58 | $513,541.98 | 154.1% |