| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 4,725 | $451,261.12 | $406,586.26 | -$44,674.86 | -9.9% |
Benj Foor Frazier Financial Advisors, LLC | 449 | $29,005.38 | $38,636.45 | $9,631.07 | 33.2% |
Amir Har-El Savvy Advisors, Inc. | 7,361 | $633,071.24 | $633,414.07 | $342.83 | 0.05% |
Ann Keitner Quantum Portfolio Management LLC | 3,436 | $370,435.17 | $295,667.81 | -$74,767.36 | -20.18% |
David W. Lewis Lewis Asset Management, LLC | 3,671 | $346,571.58 | $315,889.56 | -$30,682.02 | -8.85% |
United Advisor Group LLC United Advisor Group, LLC | 5,008 | $389,500.18 | $430,938.42 | $41,438.24 | 10.64% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,112 | $415,194.53 | $525,937.62 | $110,743.09 | 26.67% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 174 | $11,126.99 | $14,972.7 | $3,845.71 | 34.56% |
Jeffrey McGrath Cetera Trust Company, N.A | 150 | $9,501 | $12,907.5 | $3,406.5 | 35.85% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 841 | $77,596 | $72,368.05 | -$5,227.95 | -6.74% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,432 | $608,079.82 | $553,473.62 | -$54,606.2 | -8.98% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 3,495 | $268,681.62 | $300,744.76 | $32,063.14 | 11.93% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 12,899 | $1.03M | $1.11M | $76,517.94 | 7.4% |
Anthony Blagrove Traveka Wealth, LLC | 2,253 | $242,136.32 | $193,870.66 | -$48,265.66 | -19.93% |
Wayne Atkins VCI Wealth Management LLC | 14,229 | $1.48M | $1.22M | -$259,889.35 | -17.51% |
Curtis Burkholder Bare Financial Services, Inc | 63 | $6,179 | $5,421.15 | -$757.85 | -12.26% |
Keisuke Ichihara Rakuten Securities, Inc. | 12 | $1,293.75 | $1,032.6 | -$261.15 | -20.19% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 2,223 | $212,664.56 | $191,289.16 | -$21,375.4 | -10.05% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,145 | $242,507.46 | $270,627.26 | $28,119.8 | 11.6% |
Christy Clarin Portfolio Design Labs, LLC | 6,434 | $558,886.04 | $553,645.72 | -$5,240.32 | -0.94% |