| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,776 | $658,012.37 | $631,527.84 | -$26,484.53 | -4.02% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,621 | $1.61M | $1.53M | -$79,337.93 | -4.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,153 | $399,653.91 | $382,749.87 | -$16,904.04 | -4.23% |
Jeffrey McGrath Cetera Trust Company, N.A | 31 | $10,743.05 | $10,290.76 | -$452.29 | -4.21% |
Kaitlin Theobald Sherrill & Hutchins Financial Advisory, Inc | 3,271 | $1.11M | $1.09M | -$20,216.94 | -1.83% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 742 | $262,595.72 | $246,314.31 | -$16,281.41 | -6.2% |
One Degree Advisors Inc. One Degree Advisors Inc | 757 | $288,735.21 | $251,293.71 | -$37,441.5 | -12.97% |
Jonathon Gold Gold Investment Management Ltd. | 450 | $159,713.26 | $158,913 | -$800.26 | -0.5% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 724 | $282,592.28 | $240,339.03 | -$42,253.25 | -14.95% |
PETER KRUSSEL Southland Equity Partners LLC | 3,418 | $1.09M | $1.13M | $46,329.58 | 4.26% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 37,792 | $11.81M | $12.55M | $736,938.2 | 6.24% |
Jon Deven Mouton CAP Partners, LLC | 1,178 | $410,492.92 | $391,048.87 | -$19,444.05 | -4.74% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 926 | $332,152.98 | $307,394.95 | -$24,758.03 | -7.45% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 1,704 | $635,546.19 | $565,659.82 | -$69,886.37 | -11% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 35,768 | $13.15M | $11.87M | -$1.28M | -9.72% |
Taylor Wagner Valued Wealth Advisors LLC | 351 | $123,026.05 | $116,517.96 | -$6,508.09 | -5.29% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,030 | $400,659.7 | $341,918.79 | -$58,740.91 | -14.66% |
Darin Sadow Freestone Grove Partners LP | 113,602 | $43.52M | $37.71M | -$5.81M | -13.36% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 2,640 | $908,305.07 | $876,374.37 | -$31,930.7 | -3.52% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 13,156 | $4.57M | $4.37M | -$201,156.68 | -4.4% |