| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 6,155 | $806,953.74 | $663,139.7 | -$143,814.04 | -17.82% |
United Advisor Group LLC United Advisor Group, LLC | 6,500 | $788,471.46 | $695,272.5 | -$93,198.96 | -11.82% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,913 | $528,452.34 | $420,804.02 | -$107,648.32 | -20.37% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,725 | $420,052.91 | $299,954.37 | -$120,098.54 | -28.59% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 21,914 | $2.9M | $2.4M | -$508,459.38 | -17.51% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,120 | $548,881.99 | $446,814 | -$102,067.99 | -18.6% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 508 | $72,467.75 | $55,488.84 | -$16,978.91 | -23.43% |
Jeffrey McGrath Cetera Trust Company, N.A | 750 | $98,190 | $80,805 | -$17,385 | -17.71% |
Jonathon Gold Gold Investment Management Ltd. | 290 | $37,966.73 | $31,589.7 | -$6,377.03 | -16.8% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,705 | $196,634.21 | $185,154.47 | -$11,479.74 | -5.84% |
PETER KRUSSEL Southland Equity Partners LLC | 4,347 | $326,380.36 | $469,758.55 | $143,378.19 | 43.93% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 103,400 | $11.49M | $11.23M | -$261,926.8 | -2.28% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 64,785 | $9.14M | $7.07M | -$2.07M | -22.63% |
Taylor Wagner Valued Wealth Advisors LLC | 108 | $14,085.58 | $11,516.04 | -$2,569.54 | -18.24% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 23,613 | $3.26M | $2.55M | -$710,225.29 | -21.77% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 3,768 | $443,327 | $409,996.08 | -$33,330.92 | -7.52% |
Julie Beswick Advantage Trust Co | 230 | $30,112 | $25,072.3 | -$5,039.7 | -16.74% |
Curtis Burkholder Bare Financial Services, Inc | 78 | $9,358.67 | $8,522.28 | -$836.39 | -8.94% |
Joshua Stipcich Tidemark, LLC | 123 | $15,747.51 | $13,362.72 | -$2,384.79 | -15.14% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,340 | $275,345 | $251,643.6 | -$23,701.4 | -8.61% |