| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,219 | $541,569.51 | $418,180.29 | -$123,389.22 | -22.78% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 12,532 | $1.45M | $1.63M | $181,623.96 | 12.55% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 504 | $95,458.05 | $67,473 | -$27,985.05 | -29.32% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,500 | $158,145 | $194,220 | $36,075 | 22.81% |
Jonathon Gold Gold Investment Management Ltd. | 10,922 | $1.42M | $1.42M | -$2,433.82 | -0.17% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,495 | $443,370.85 | $324,724.25 | -$118,646.6 | -26.76% |
PETER KRUSSEL Southland Equity Partners LLC | 3,335 | $573,084.88 | $431,815.8 | -$141,269.08 | -24.65% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 4,956 | $855,743.29 | $645,320.76 | -$210,422.53 | -24.59% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 4,197 | $592,627.93 | $562,104.21 | -$30,523.72 | -5.15% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 15,289 | $3.3M | $2.06M | -$1.24M | -37.64% |
Taylor Wagner Valued Wealth Advisors LLC | 294 | $40,196.78 | $37,696.68 | -$2,500.1 | -6.22% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 15,283 | $2.24M | $2.06M | -$184,680.99 | -8.25% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 15,141 | $2.54M | $2.02M | -$519,055.97 | -20.42% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 14,442 | $2.24M | $1.87M | -$363,200.67 | -16.24% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 24,697 | $3.91M | $3.32M | -$591,596.58 | -15.12% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,864 | $396,187.58 | $242,245.44 | -$153,942.14 | -38.86% |
Mark Fonville Fonville Wealth Management LLC | 2,726 | $591,274.61 | $359,968.3 | -$231,306.31 | -39.12% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,191 | $864,478.01 | $804,582.36 | -$59,895.65 | -6.93% |
| MG Melissa Glennie Capital Management Associates, Inc | 20,415 | $4.06M | $2.68M | -$1.38M | -34.01% |
Anthony Blagrove Traveka Wealth, LLC | 1,991 | $369,284.6 | $258,073.42 | -$111,211.18 | -30.12% |