| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gabriel M. Gallante Rockline Wealth Management, LLC | 17,513 | $5.19M | $4.74M | -$448,392.99 | -8.64% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,363 | $702,221.82 | $648,608.03 | -$53,613.79 | -7.63% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,138 | $1.52M | $1.39M | -$127,727.4 | -8.41% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 950 | $281,924.92 | $257,108.01 | -$24,816.91 | -8.8% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,110 | $627,785.04 | $581,727 | -$46,058.04 | -7.34% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 308 | $88,222.24 | $83,357.12 | -$4,865.12 | -5.51% |
Jonathon Gold Gold Investment Management Ltd. | 784 | $232,342.4 | $214,816 | -$17,526.4 | -7.54% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,140 | $340,260.02 | $314,298 | -$25,962.02 | -7.63% |
PETER KRUSSEL Southland Equity Partners LLC | 20,026 | $5.66M | $5.42M | -$239,241.95 | -4.23% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 36,421 | $9.72M | $9.86M | $133,819.92 | 1.38% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 63,139 | $18.68M | $17.09M | -$1.59M | -8.52% |
Taylor Wagner Valued Wealth Advisors LLC | 76 | $22,402.52 | $20,568.64 | -$1,833.88 | -8.19% |
Steven JE Manders BKM Wealth Management, LLC | 5,428 | $1.57M | $1.47M | -$101,184.78 | -6.44% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 1,278 | $370,479.43 | $345,877.93 | -$24,601.5 | -6.64% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 1,896 | $540,369.36 | $513,133.46 | -$27,235.9 | -5.04% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 8,815 | $2.62M | $2.41M | -$202,433.56 | -7.74% |
Dane Grouell Turning Point Benefit Group, Inc. | 1,445 | $433,351.63 | $391,074.81 | -$42,276.82 | -9.76% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 10,221 | $2.99M | $2.77M | -$227,946.16 | -7.61% |
Mark Fonville Fonville Wealth Management LLC | 891 | $271,619.28 | $241,140.25 | -$30,479.03 | -11.22% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 9,822 | $2.91M | $2.68M | -$230,850.91 | -7.93% |