| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Gissy Tactive Advisors, LLC | 1,941 | $578,283 | $364,053.96 | -$214,229.04 | -37.05% |
Benj Foor Frazier Financial Advisors, LLC | 307 | $30,831.11 | $67,137.83 | $36,306.72 | 117.76% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 8,035 | $566,373.72 | $1.51M | $940,670.88 | 166.09% |
Amir Har-El Savvy Advisors, Inc. | 4,299 | $344,342.17 | $806,320.44 | $461,978.27 | 134.16% |
Cindi Hill Keener Financial Planning LLC | 867 | $258,270.64 | $162,614.52 | -$95,656.12 | -37.04% |
David W. Lewis Lewis Asset Management, LLC | 4,238 | $1.26M | $794,879.28 | -$467,466.72 | -37.03% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 79 | $23,533 | $14,817.24 | -$8,715.76 | -37.04% |
William Ramsay Financial Symmetry Inc | 700 | $208,523 | $131,292 | -$77,231 | -37.04% |
United Advisor Group LLC United Advisor Group, LLC | 4,118 | $1.23M | $772,372.08 | -$454,338.92 | -37.04% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,095 | $306,529 | $580,498.2 | $273,969.2 | 89.38% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,139 | $251,377.19 | $776,310.84 | $524,933.65 | 208.82% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 96 | $6,846.75 | $18,005.76 | $11,159.01 | 162.98% |
Jeffrey McGrath Cetera Trust Company, N.A | 123 | $7,418 | $23,069.88 | $15,651.88 | 211% |
Jonathon Gold Gold Investment Management Ltd. | 1,393 | $84,012.06 | $293,282.22 | $209,270.16 | 249.1% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 375 | $30,881.3 | $70,335 | $39,453.7 | 127.76% |
PETER KRUSSEL Southland Equity Partners LLC | 861 | $256,483 | $161,489.16 | -$94,993.84 | -37.04% |
Jon Deven Mouton CAP Partners, LLC | 871 | $259,470 | $163,364.76 | -$96,105.24 | -37.04% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,102 | $328,276 | $206,691.12 | -$121,584.88 | -37.04% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 9,997 | $2.98M | $1.88M | -$1.1M | -37.04% |
Anthony Blagrove Traveka Wealth, LLC | 1,000 | $297,895 | $187,560 | -$110,335 | -37.04% |