| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,492 | $771,648.68 | $810,439.48 | $38,790.8 | 5.03% |
Amir Har-El Savvy Advisors, Inc. | 2,175 | $1.32M | $1.18M | -$141,982.75 | -10.72% |
Owen McCabe Tyche Wealth Partners LLC | 831 | $391,669.67 | $450,576.51 | $58,906.84 | 15.04% |
United Advisor Group LLC United Advisor Group, LLC | 1,228 | $621,579.84 | $665,833.88 | $44,254.04 | 7.12% |
Jeff Ramsey Quotient Wealth Partners, LLC | 625 | $288,343.18 | $338,818.75 | $50,475.57 | 17.51% |
CARL LYMANGOOD Petros Family Wealth, LLC | 494 | $337,026 | $268,637.2 | -$68,388.8 | -20.29% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,018 | $620,288 | $551,867.98 | -$68,420.02 | -11.03% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 439 | $231,823 | $238,030.19 | $6,207.19 | 2.68% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 191 | $89,435.56 | $103,543.01 | $14,107.45 | 15.77% |
Jeffrey McGrath Cetera Trust Company, N.A | 18 | $8,427 | $9,757.98 | $1,330.98 | 15.79% |
Jonathon Gold Gold Investment Management Ltd. | 2,306 | $1.1M | $1.25M | $153,612.11 | 14.01% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 78 | $53,501 | $42,292.38 | -$11,208.62 | -20.95% |
PETER KRUSSEL Southland Equity Partners LLC | 399 | $243,209.55 | $216,341.79 | -$26,867.76 | -11.05% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,133 | $630,135.77 | $616,125.4 | -$14,010.37 | -2.22% |
Taylor Wagner Valued Wealth Advisors LLC | 5 | $2,568.6 | $2,715.95 | $147.35 | 5.74% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 3,357 | $2.29M | $1.82M | -$466,791.17 | -20.38% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 343 | $234,118 | $185,954.02 | -$48,163.98 | -20.57% |
Curtis Burkholder Bare Financial Services, Inc | 21 | $11,293.73 | $11,415.39 | $121.66 | 1.08% |
Kevin Stillman Evernest Financial Advisors, LLC | 700 | $288,384.59 | $379,547 | $91,162.41 | 31.61% |
Joshua Stipcich Tidemark, LLC | 427 | $215,859.36 | $231,480.97 | $15,621.61 | 7.24% |