| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 742 | $262,595.72 | $219,268.43 | -$43,327.29 | -16.5% |
One Degree Advisors Inc. One Degree Advisors Inc | 767 | $292,262.01 | $234,598.45 | -$57,663.56 | -19.73% |
Jonathon Gold Gold Investment Management Ltd. | 450 | $159,713.26 | $132,264 | -$27,449.26 | -17.19% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,092 | $412,380.02 | $320,960.65 | -$91,419.37 | -22.17% |
PETER KRUSSEL Southland Equity Partners LLC | 3,439 | $1.09M | $1.02M | -$78,024.86 | -7.13% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 38,491 | $12.01M | $11.31M | -$694,076.85 | -5.78% |
Jon Deven Mouton CAP Partners, LLC | 1,178 | $410,492.92 | $348,110.79 | -$62,382.13 | -15.2% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 926 | $332,152.98 | $273,642.26 | -$58,510.72 | -17.62% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 1,831 | $680,334.53 | $559,928.95 | -$120,405.58 | -17.7% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 34,335 | $12.63M | $10.58M | -$2.04M | -16.18% |
Taylor Wagner Valued Wealth Advisors LLC | 351 | $123,026.05 | $107,021.65 | -$16,004.4 | -13.01% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,030 | $400,659.7 | $314,088.2 | -$86,571.5 | -21.61% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 2,640 | $908,305.07 | $805,041.6 | -$103,263.47 | -11.37% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 12,956 | $4.5M | $3.81M | -$691,083.61 | -15.36% |
Kaitlyn Barnes Financial Architects, LLC | 1,025 | $352,702.35 | $315,331 | -$37,371.35 | -10.6% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 648 | $225,943.69 | $197,831.16 | -$28,112.53 | -12.44% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 6,464 | $2.35M | $1.9M | -$449,895.03 | -19.15% |
Mark Fonville Fonville Wealth Management LLC | 631 | $207,530.41 | $186,466.82 | -$21,063.59 | -10.15% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 5,497 | $1.94M | $1.62M | -$323,874.85 | -16.7% |
Anthony Blagrove Traveka Wealth, LLC | 1,767 | $623,378 | $519,356.66 | -$104,021.34 | -16.69% |