| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 5,663 | $710,803.36 | $627,290.51 | -$83,512.85 | -11.75% |
United Advisor Group LLC United Advisor Group, LLC | 3,509 | $424,261.9 | $392,867.64 | -$31,394.26 | -7.4% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,036 | $362,740.04 | $341,580.36 | -$21,159.68 | -5.83% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 44 | $5,775.13 | $4,965.4 | -$809.73 | -14.02% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,108 | $280,313.59 | $235,821.96 | -$44,491.63 | -15.87% |
Taylor Wagner Valued Wealth Advisors LLC | 26 | $3,395.86 | $2,880.54 | -$515.32 | -15.17% |
Darin Sadow Freestone Grove Partners LP | 573,503 | $74.91M | $64.53M | -$10.37M | -13.85% |
Joel Arber L1 Capital International Pty Ltd | 336,203 | $38.86M | $37.47M | -$1.38M | -3.56% |
Curtis Burkholder Bare Financial Services, Inc | 46 | $5,665.16 | $5,141.42 | -$523.74 | -9.24% |
Joshua Stipcich Tidemark, LLC | 2 | $261.22 | $224.58 | -$36.64 | -14.03% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 166 | $23,570.5 | $18,642.63 | -$4,927.87 | -20.91% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,273 | $458,644.3 | $371,125.47 | -$87,518.83 | -19.08% |
Craig Silberg EVERPAR ADVISORS LLC | 2,971 | $410,088.91 | $336,465.75 | -$73,623.16 | -17.95% |
Carol Smith Access Investment Management LLC | 141,562 | $13.23M | $16.14M | $2.92M | 22.04% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 181 | $20,455.15 | $20,248.47 | -$206.68 | -1.01% |
Christian Scharosch 1248 Management, LLC | 131,165 | $16.28M | $14.97M | -$1.31M | -8.05% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 6,859 | $916,989.68 | $768,070.82 | -$148,918.86 | -16.24% |
Kelly Richert Clayton Financial Group LLC | 681 | $79,037 | $77,361.6 | -$1,675.4 | -2.12% |
David McNeely Darden Wealth Group Inc | 1,700 | $222,037 | $194,157 | -$27,880 | -12.56% |
Christopher Griffith Stablepoint Partners, LLC | 13,024 | $1.3M | $1.48M | $181,370.13 | 13.97% |