| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 23,527 | $652,869.83 | $589,351.33 | -$63,518.5 | -9.73% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 31,083 | $783,717.22 | $778,629.12 | -$5,088.1 | -0.65% |
Taylor Wagner Valued Wealth Advisors LLC | 481 | $13,194.87 | $12,049.05 | -$1,145.82 | -8.68% |
Steven JE Manders BKM Wealth Management, LLC | 8,652 | $249,033.94 | $216,732.59 | -$32,301.35 | -12.97% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 10,295 | $263,967 | $257,889.74 | -$6,077.26 | -2.3% |
Darin Sadow Freestone Grove Partners LP | 80,886 | $2.01M | $2.03M | $12,132.81 | 0.6% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 23,283 | $612,153.4 | $583,239.13 | -$28,914.27 | -4.72% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 28,974 | $811,714.66 | $725,798.67 | -$85,915.99 | -10.58% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 10,262 | $254,145.61 | $257,063.09 | $2,917.48 | 1.15% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 21,615 | $567,251.33 | $541,455.73 | -$25,795.6 | -4.55% |
Michel Del Buono a16z Perennial Management, L.P. | 10,118 | $257,806.71 | $253,455.89 | -$4,350.82 | -1.69% |
Julie Beswick Advantage Trust Co | 5,353 | $152,700.28 | $134,092.64 | -$18,607.64 | -12.19% |
Cody Gehman Stonebridge Financial Group, LLC | 11,290 | $290,689 | $282,814.49 | -$7,874.51 | -2.71% |
Kent Keister Bear Mountain Capital, Inc. | 23 | $574.16 | $569.25 | -$4.91 | -0.86% |
Curtis Burkholder Bare Financial Services, Inc | 1,013 | $27,990.81 | $25,071.75 | -$2,919.06 | -10.43% |
Keisuke Ichihara Rakuten Securities, Inc. | 40,243 | $1.09M | $1.01M | -$77,390.11 | -7.13% |
Joshua Stipcich Tidemark, LLC | 2,492 | $70,227.5 | $62,424.6 | -$7,802.9 | -11.11% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 23,766 | $675,033.07 | $588,208.5 | -$86,824.57 | -12.86% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 22,529 | $631,796.45 | $564,351.43 | -$67,445.02 | -10.68% |
Wynn Capital LLC Wynn Capital, LLC | 31,704 | $858,605.22 | $794,185.17 | -$64,420.05 | -7.5% |