| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Menachem Striks Morton Capital Management LLC/CA | 2,847 | $208,833 | $158,577.9 | -$50,255.1 | -24.06% |
David Vollmer PFS Partners, LLC | 54 | $2,967.11 | $2,988.9 | $21.79 | 0.73% |
Benj Foor Frazier Financial Advisors, LLC | 277 | $17,596.71 | $15,315.33 | -$2,281.38 | -12.96% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 21,257 | $1.24M | $1.17M | -$66,008.17 | -5.32% |
Amir Har-El Savvy Advisors, Inc. | 12,232 | $748,522.74 | $667,806.04 | -$80,716.7 | -10.78% |
Joseph Morrison Sentry LLC | 4,310 | $197,182.05 | $240,196.3 | $43,014.25 | 21.81% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 79 | $5,795 | $4,352.11 | -$1,442.89 | -24.9% |
Owen McCabe Tyche Wealth Partners LLC | 5,374 | $310,392.64 | $297,558.38 | -$12,834.26 | -4.13% |
Jeff Ramsey Quotient Wealth Partners, LLC | 15,039 | $874,140.07 | $830,152.8 | -$43,987.27 | -5.03% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 13,997 | $833,890.46 | $776,833.5 | -$57,056.96 | -6.84% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,001 | $56,354.23 | $54,594.54 | -$1,759.69 | -3.12% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 308 | $18,138.95 | $17,081.68 | -$1,057.27 | -5.83% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,739 | $212,911.46 | $205,495.44 | -$7,416.02 | -3.48% |
Taylor Wagner Valued Wealth Advisors LLC | 47 | $2,960.99 | $2,583.59 | -$377.4 | -12.75% |
Steven JE Manders BKM Wealth Management, LLC | 3,418 | $192,467.35 | $189,459.74 | -$3,007.61 | -1.56% |
Darin Sadow Freestone Grove Partners LP | 1.01M | $73.69M | $54.7M | -$18.99M | -25.77% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 5,577 | $320,421.3 | $305,034.01 | -$15,387.29 | -4.8% |
Curtis Burkholder Bare Financial Services, Inc | 33 | $2,163.78 | $1,813.68 | -$350.1 | -16.18% |
Simon Batten Prevatt Capital Ltd | 395,000 | $21.2M | $21.74M | $543,300 | 2.56% |
Keisuke Ichihara Rakuten Securities, Inc. | 18 | $1,020.21 | $989.46 | -$30.75 | -3.01% |