| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Gallas Harbour Trust & Investment Management Co | 62,931 | $4.79M | $4.63M | -$162,628.2 | -3.39% |
Amir Har-El Savvy Advisors, Inc. | 63,866 | $4.92M | $4.7M | -$222,589.96 | -4.52% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,593 | $121,925.62 | $117,119.27 | -$4,806.35 | -3.94% |
United Advisor Group LLC United Advisor Group, LLC | 2,941 | $225,530.74 | $216,045.86 | -$9,484.88 | -4.21% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,070 | $311,208.34 | $298,758.35 | -$12,449.99 | -4% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 30,007 | $2.34M | $2.2M | -$132,597.62 | -5.68% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 6,434 | $491,658 | $473,028.32 | -$18,629.68 | -3.79% |
PETER KRUSSEL Southland Equity Partners LLC | 5,859 | $508,344.7 | $430,079.89 | -$78,264.81 | -15.4% |
Setu Mazumdar Physician Wealth Solutions Inc. | 29,864 | $2.27M | $2.2M | -$70,947.64 | -3.13% |
Taylor Wagner Valued Wealth Advisors LLC | 26 | $2,031 | $1,913.08 | -$117.92 | -5.81% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 61,468 | $4.74M | $4.51M | -$231,708.49 | -4.88% |
Mark Fonville Fonville Wealth Management LLC | 325,750 | $25.06M | $23.98M | -$1.08M | -4.31% |
Anthony Blagrove Traveka Wealth, LLC | 6,909 | $527,901.14 | $508,986.03 | -$18,915.11 | -3.58% |
Cody Gehman Stonebridge Financial Group, LLC | 2,974 | $229,945.92 | $218,395.69 | -$11,550.23 | -5.02% |
Wayne Atkins VCI Wealth Management LLC | 124,582 | $9.49M | $9.16M | -$325,545.75 | -3.43% |
Andrea Butler Sequent Planning LLC | 4,358 | $336,062.45 | $320,138.24 | -$15,924.21 | -4.74% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 7,812 | $592,697.66 | $574,299.18 | -$18,398.48 | -3.1% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 652 | $50,559.41 | $47,912.22 | -$2,647.19 | -5.24% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 52,839 | $4.09M | $3.86M | -$224,661.53 | -5.5% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 4,197 | $318,393.93 | $308,920.18 | -$9,473.75 | -2.98% |