| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas McElroy Philip James Wealth Mangement, LLC | 4,401 | $1.06M | $1.02M | -$33,799.61 | -3.2% |
Amir Har-El Savvy Advisors, Inc. | 931 | $261,759 | $212,179.55 | -$49,579.45 | -18.94% |
Ann Keitner Quantum Portfolio Management LLC | 1,224 | $272,667.15 | $284,145.48 | $11,478.33 | 4.21% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 115 | $32,318 | $26,566.15 | -$5,751.85 | -17.8% |
Jeff Ramsey Quotient Wealth Partners, LLC | 959 | $269,409 | $223,418.23 | -$45,990.77 | -17.07% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 240 | $53,505.2 | $54,784.8 | $1,279.6 | 2.39% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,055 | $470,094.41 | $479,965.8 | $9,871.39 | 2.1% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 17 | $3,904.56 | $3,976.13 | $71.57 | 1.83% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 1,000 | $281,030 | $227,770 | -$53,260 | -18.95% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,437 | $382,500.83 | $332,076.32 | -$50,424.51 | -13.18% |
Taylor Wagner Valued Wealth Advisors LLC | 1 | $207.87 | $229.29 | $21.42 | 10.3% |
Darin Sadow Freestone Grove Partners LP | 41,105 | $11.55M | $9.37M | -$2.18M | -18.91% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 741 | $208,295 | $173,442.16 | -$34,852.84 | -16.73% |
Curtis Burkholder Bare Financial Services, Inc | 53 | $12,952.19 | $12,247.77 | -$704.42 | -5.44% |
Keisuke Ichihara Rakuten Securities, Inc. | 81 | $21,227.94 | $18,572.89 | -$2,655.05 | -12.51% |
Joshua Stipcich Tidemark, LLC | 29 | $6,245.35 | $6,616.06 | $370.71 | 5.94% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,316 | $302,656.83 | $307,378.12 | $4,721.29 | 1.56% |
Jeremy Edelstein BlackBarn Capital Partners LP | 90,000 | $20.24M | $20.8M | $559,200 | 2.76% |
Christy Clarin Portfolio Design Labs, LLC | 865 | $243,091 | $202,479.2 | -$40,611.8 | -16.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 612 | $129,647.93 | $135,147.96 | $5,500.03 | 4.24% |