| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 19,427 | $3M | $2.47M | -$536,512.28 | -17.87% |
David W. Lewis Lewis Asset Management, LLC | 6,865 | $934,105.26 | $871,237.15 | -$62,868.11 | -6.73% |
Owen McCabe Tyche Wealth Partners LLC | 6,058 | $795,539.83 | $768,820.78 | -$26,719.05 | -3.36% |
United Advisor Group LLC United Advisor Group, LLC | 5,400 | $659,034.46 | $685,314 | $26,279.54 | 3.99% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,219 | $446,795.34 | $408,523.29 | -$38,272.05 | -8.57% |
CARL LYMANGOOD Petros Family Wealth, LLC | 3,431 | $528,881.29 | $435,428.21 | -$93,453.08 | -17.67% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 23,186 | $3.07M | $2.94M | -$128,313.54 | -4.18% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,313 | $574,149.54 | $547,362.83 | -$26,786.71 | -4.67% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 412 | $61,171.5 | $52,286.92 | -$8,884.58 | -14.52% |
Jeffrey McGrath Cetera Trust Company, N.A | 750 | $98,190 | $95,182.5 | -$3,007.5 | -3.06% |
Jonathon Gold Gold Investment Management Ltd. | 850 | $111,281.79 | $107,873.5 | -$3,408.29 | -3.06% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,510 | $173,683 | $191,634.1 | $17,951.1 | 10.34% |
PETER KRUSSEL Southland Equity Partners LLC | 4,356 | $326,963.61 | $552,819.96 | $225,856.35 | 69.08% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 102,203 | $11.36M | $12.97M | $1.61M | 14.21% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 56,803 | $8.23M | $7.21M | -$1.02M | -12.37% |
Taylor Wagner Valued Wealth Advisors LLC | 142 | $18,536.86 | $18,021.22 | -$515.64 | -2.78% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 29,653 | $4.05M | $3.76M | -$290,532.3 | -7.17% |
Mark Fonville Fonville Wealth Management LLC | 2,055 | $262,622.64 | $260,800.05 | -$1,822.59 | -0.69% |
Julie Beswick Advantage Trust Co | 230 | $30,112 | $29,189.3 | -$922.7 | -3.06% |
Wayne Atkins VCI Wealth Management LLC | 9,914 | $1.56M | $1.26M | -$300,134.65 | -19.26% |