| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 1,013 | $380,643.92 | $377,960.42 | -$2,683.5 | -0.7% |
Joseph Morrison Sentry LLC | 3,094 | $1.42M | $1.15M | -$266,595.81 | -18.76% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,382 | $1.13M | $888,748 | -$239,745.38 | -21.24% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 46 | $20,008.13 | $17,163.06 | -$2,845.07 | -14.22% |
Jeffrey McGrath Cetera Trust Company, N.A | 3,801 | $1.77M | $1.42M | -$346,873.55 | -19.65% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 105 | $30,745 | $39,176.55 | $8,431.55 | 27.42% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,105 | $427,493 | $412,286.54 | -$15,206.46 | -3.56% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 807 | $262,436.2 | $301,099.76 | $38,663.56 | 14.73% |
Taylor Wagner Valued Wealth Advisors LLC | 9 | $3,441.93 | $3,357.99 | -$83.94 | -2.44% |
Darin Sadow Freestone Grove Partners LP | 207,223 | $72.64M | $77.32M | $4.67M | 6.44% |
Wayne Atkins VCI Wealth Management LLC | 9,157 | $3.21M | $3.42M | $206,581.58 | 6.44% |
Curtis Burkholder Bare Financial Services, Inc | 12 | $4,474.97 | $4,477.32 | $2.35 | 0.05% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $434.96 | $373.11 | -$61.85 | -14.22% |
Rob Dainard Hara Capital LLC | 9,956 | $3.21M | $3.71M | $500,494.45 | 15.57% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1 | $388.96 | $373.11 | -$15.85 | -4.07% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,988 | $1.34M | $1.11M | -$223,040.05 | -16.67% |
Craig Silberg EVERPAR ADVISORS LLC | 667 | $257,949 | $248,864.36 | -$9,084.64 | -3.52% |
Riley English ENGLISH CAPITAL MANAGEMENT LLC | 15,518 | $4.78M | $5.79M | $1.01M | 21.22% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,310 | $614,347.14 | $488,774.09 | -$125,573.05 | -20.44% |
Matthew Stead Sachetta, LLC | 38 | $14,696 | $14,178.18 | -$517.82 | -3.52% |