| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 39 | $17,911 | $15,563.96 | -$2,347.04 | -13.1% |
Amir Har-El Savvy Advisors, Inc. | 3,125 | $1.59M | $1.25M | -$347,123.97 | -21.78% |
Ann Keitner Quantum Portfolio Management LLC | 671 | $294,617.72 | $267,780 | -$26,837.72 | -9.11% |
David W. Lewis Lewis Asset Management, LLC | 1,373 | $470,138.87 | $547,931.35 | $77,792.48 | 16.55% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 593 | $167,240.81 | $236,652.07 | $69,411.26 | 41.5% |
United Advisor Group LLC United Advisor Group, LLC | 2,698 | $1.13M | $1.08M | -$55,671.88 | -4.92% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,609 | $633,953.51 | $642,113.28 | $8,159.77 | 1.29% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,832 | $957,786.55 | $731,107.23 | -$226,679.32 | -23.67% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,415 | $537,956.91 | $564,692.54 | $26,735.63 | 4.97% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 16 | $5,398 | $6,381.12 | $983.12 | 18.21% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 361 | $166,417 | $143,974.02 | -$22,442.98 | -13.49% |
PETER KRUSSEL Southland Equity Partners LLC | 493 | $222,289.76 | $197,303.53 | -$24,986.23 | -11.24% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 5,150 | $1.81M | $2.07M | $257,050.94 | 14.16% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 635 | $359,638.43 | $253,413.26 | -$106,225.17 | -29.54% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 9,988 | $4.96M | $3.98M | -$975,965.34 | -19.68% |
Taylor Wagner Valued Wealth Advisors LLC | 29 | $12,647.32 | $11,565.78 | -$1,081.54 | -8.55% |
Darin Sadow Freestone Grove Partners LP | 236,782 | $114.97M | $94.43M | -$20.54M | -17.86% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 27,344 | $9.26M | $10.91M | $1.65M | 17.77% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 595 | $296,939.16 | $237,297.9 | -$59,641.26 | -20.09% |
Anthony Blagrove Traveka Wealth, LLC | 689 | $290,291.9 | $274,786.98 | -$15,504.92 | -5.34% |