| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 59,694 | $5.72M | $4.28M | -$1.44M | -25.15% |
Ann Keitner Quantum Portfolio Management LLC | 14,135 | $1.72M | $1.01M | -$705,379 | -41.03% |
David W. Lewis Lewis Asset Management, LLC | 8,087 | $889,962.27 | $579,918.77 | -$310,043.5 | -34.84% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,134 | $95,645.46 | $224,739.14 | $129,093.68 | 134.97% |
Owen McCabe Tyche Wealth Partners LLC | 31,935 | $1.7M | $2.34M | $634,491.92 | 37.3% |
United Advisor Group LLC United Advisor Group, LLC | 11,372 | $967,922 | $815,486.12 | -$152,435.88 | -15.75% |
Jeff Ramsey Quotient Wealth Partners, LLC | 21,093 | $1.41M | $1.51M | $98,552.59 | 6.97% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,546 | $503,861.67 | $397,703.66 | -$106,158.01 | -21.07% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 48,205 | $3.41M | $3.46M | $45,661.43 | 1.34% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 230 | $11,293.39 | $16,493.3 | $5,199.91 | 46.04% |
Jeffrey McGrath Cetera Trust Company, N.A | 15,915 | $1.52M | $1.14M | -$382,317.39 | -25.09% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 340 | $20,166.6 | $24,381.4 | $4,214.8 | 20.9% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 6,769 | $396,561.46 | $485,404.99 | $88,843.53 | 22.4% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 10,725 | $670,628.59 | $769,089.75 | $98,461.16 | 14.68% |
Setu Mazumdar Physician Wealth Solutions Inc. | 3,030 | $204,488.64 | $217,281.3 | $12,792.66 | 6.26% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 37,665 | $4.37M | $2.7M | -$1.66M | -38.13% |
Taylor Wagner Valued Wealth Advisors LLC | 985 | $83,388.05 | $70,634.35 | -$12,753.7 | -15.29% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 31,002 | $2.34M | $2.22M | -$118,354.28 | -5.05% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 2,920 | $197,064.96 | $209,393.2 | $12,328.24 | 6.26% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 8,053 | $737,485.38 | $577,480.63 | -$160,004.75 | -21.7% |