| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey McGrath Cetera Trust Company, N.A | 1,872 | $317,940.31 | $245,119.68 | -$72,820.63 | -22.9% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 3,036 | $506,999.61 | $397,958.88 | -$109,040.73 | -21.51% |
Jonathon Gold Gold Investment Management Ltd. | 676 | $109,315.43 | $88,664.16 | -$20,651.27 | -18.89% |
PETER KRUSSEL Southland Equity Partners LLC | 14,332 | $2.35M | $1.88M | -$471,409.27 | -20.06% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 16,510 | $2.6M | $2.16M | -$440,530.87 | -16.92% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 42,991 | $6.24M | $5.52M | -$718,765.3 | -11.52% |
Taylor Wagner Valued Wealth Advisors LLC | 95 | $15,373.18 | $12,491.55 | -$2,881.63 | -18.74% |
Steven JE Manders BKM Wealth Management, LLC | 9,094 | $1.48M | $1.18M | -$292,343.47 | -19.8% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 47,584 | $8.12M | $6.24M | -$1.88M | -23.11% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 2,611 | $443,041.97 | $338,542.26 | -$104,499.71 | -23.59% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 3,304 | $507,988.49 | $432,658.8 | -$75,329.69 | -14.83% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,348 | $363,392.46 | $307,658.44 | -$55,734.02 | -15.34% |
Julie Beswick Advantage Trust Co | 1,717 | $288,171.39 | $225,253.23 | -$62,918.16 | -21.83% |
Cody Gehman Stonebridge Financial Group, LLC | 4,074 | $618,492.43 | $533,510.67 | -$84,981.76 | -13.74% |
Curtis Burkholder Bare Financial Services, Inc | 201 | $27,344.81 | $25,804.38 | -$1,540.43 | -5.63% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,392 | $338,174.36 | $314,524.08 | -$23,650.28 | -6.99% |
Joshua Stipcich Tidemark, LLC | 963 | $161,874.17 | $125,483.71 | -$36,390.46 | -22.48% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,283 | $879,846.82 | $692,416.39 | -$187,430.43 | -21.3% |
Andrea Butler Sequent Planning LLC | 21,598 | $3.77M | $2.83M | -$942,935.06 | -24.99% |
Jaran Day OPINICUS CAPITAL, INC. | 5,614 | $788,448.23 | $719,209.54 | -$69,238.69 | -8.78% |