| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey McGrath Cetera Trust Company, N.A | 1,872 | $317,940.31 | $259,646.4 | -$58,293.91 | -18.33% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 3,036 | $506,999.61 | $423,704.16 | -$83,295.45 | -16.43% |
Jonathon Gold Gold Investment Management Ltd. | 676 | $109,315.43 | $94,031.61 | -$15,283.82 | -13.98% |
PETER KRUSSEL Southland Equity Partners LLC | 14,384 | $2.36M | $2.01M | -$350,328.35 | -14.86% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 16,691 | $2.63M | $2.33M | -$305,108.12 | -11.58% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 40,061 | $5.87M | $5.59M | -$275,744.43 | -4.7% |
Taylor Wagner Valued Wealth Advisors LLC | 95 | $15,373.18 | $13,258.2 | -$2,114.98 | -13.76% |
Steven JE Manders BKM Wealth Management, LLC | 9,094 | $1.48M | $1.27M | -$207,132.69 | -14.03% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 47,584 | $8.12M | $6.55M | -$1.56M | -19.25% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 2,611 | $443,041.97 | $364,391.16 | -$78,650.81 | -17.75% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 3,304 | $507,988.49 | $461,106.24 | -$46,882.25 | -9.23% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,348 | $363,392.46 | $330,574.9 | -$32,817.56 | -9.03% |
Julie Beswick Advantage Trust Co | 1,717 | $288,171.39 | $239,624.52 | -$48,546.87 | -16.85% |
Cody Gehman Stonebridge Financial Group, LLC | 4,077 | $618,948.61 | $568,986.12 | -$49,962.49 | -8.07% |
Curtis Burkholder Bare Financial Services, Inc | 201 | $27,344.81 | $28,051.56 | $706.75 | 2.58% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,392 | $338,174.36 | $331,770.4 | -$6,403.96 | -1.89% |
Joshua Stipcich Tidemark, LLC | 963 | $161,874.17 | $132,633.99 | -$29,240.18 | -18.06% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,283 | $879,846.82 | $737,295.48 | -$142,551.34 | -16.2% |
Andrea Butler Sequent Planning LLC | 21,598 | $3.77M | $3.04M | -$732,138.8 | -19.41% |
Jaran Day OPINICUS CAPITAL, INC. | 5,614 | $788,448.23 | $783,489.84 | -$4,958.39 | -0.63% |