| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 4,561 | $534,011.53 | $658,562.79 | $124,551.26 | 23.32% |
William Ramsay Financial Symmetry Inc | 1,462 | $309,196.38 | $189,869.94 | -$119,326.44 | -38.59% |
United Advisor Group LLC United Advisor Group, LLC | 5,309 | $1.02M | $689,479.83 | -$329,031.7 | -32.31% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,897 | $832,575.81 | $1.03M | $193,007.58 | 23.18% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,319 | $339,849 | $301,168.53 | -$38,680.47 | -11.38% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 61,080 | $9.09M | $7.93M | -$1.15M | -12.71% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,219 | $541,569.51 | $472,999.86 | -$68,569.65 | -12.66% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 12,532 | $1.45M | $1.63M | $180,496.08 | 12.47% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 504 | $95,458.05 | $65,454.48 | -$30,003.57 | -31.43% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,500 | $158,145 | $194,805 | $36,660 | 23.18% |
Jonathon Gold Gold Investment Management Ltd. | 10,922 | $1.42M | $1.58M | $157,889.13 | 11.13% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,495 | $443,370.85 | $382,433.6 | -$60,937.25 | -13.74% |
PETER KRUSSEL Southland Equity Partners LLC | 2,655 | $479,712.22 | $344,804.85 | -$134,907.37 | -28.12% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 4,222 | $754,973.65 | $548,311.14 | -$206,662.51 | -27.37% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 4,197 | $592,627.93 | $643,316.16 | $50,688.23 | 8.55% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 15,157 | $3.28M | $1.97M | -$1.31M | -39.97% |
Taylor Wagner Valued Wealth Advisors LLC | 294 | $40,196.78 | $38,181.78 | -$2,015 | -5.01% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 15,283 | $2.24M | $1.98M | -$254,982.79 | -11.38% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 15,141 | $2.54M | $1.97M | -$574,926.26 | -22.62% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 14,442 | $2.24M | $2.1M | -$134,872.65 | -6.03% |