| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathon Gold Gold Investment Management Ltd. | 916 | $134,573.54 | $128,404.88 | -$6,164.08 | -4.58% |
| TPW Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,177 | $332,031.49 | $305,258.94 | -$26,772.55 | -8.06% |
PETER KRUSSEL Southland Equity Partners LLC | 43,170 | $6.42M | $6.06M | -$368,074.17 | -5.73% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 51,137 | $7.57M | $7.17M | -$401,212.19 | -5.3% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 100,406 | $16.04M | $14.08M | -$1.96M | -12.21% |
Taylor Wagner Valued Wealth Advisors LLC | 464 | $76,587.32 | $65,089.92 | -$11,497.4 | -15.01% |
Steven JE Manders BKM Wealth Management, LLC | 11,241 | $1.66M | $1.58M | -$82,478.11 | -4.97% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 5,612 | $916,214.6 | $786,914.64 | -$129,299.96 | -14.11% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 27,091 | $3.98M | $3.8M | -$177,697.63 | -4.47% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 4,684 | $688,083.45 | $656,790.48 | -$31,292.97 | -4.55% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,581 | $261,684.15 | $221,672.01 | -$40,012.14 | -15.29% |
Mark Fonville Fonville Wealth Management LLC | 1,441 | $239,942.02 | $202,057.02 | -$37,885 | -15.79% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,843 | $575,975.65 | $539,096.04 | -$36,879.61 | -6.4% |
| MG Melissa Glennie Capital Management Associates, Inc | 4,478 | $710,313.38 | $627,905.16 | -$82,408.22 | -11.6% |
Anthony Blagrove Traveka Wealth, LLC | 4,781 | $802,344.18 | $670,344.01 | -$131,976.27 | -16.45% |
Julie Beswick Advantage Trust Co | 75 | $11,948.93 | $10,513.5 | -$1,435.06 | -12.01% |
Cody Gehman Stonebridge Financial Group, LLC | 39,863 | $6.65M | $5.59M | -$1.06M | -15.91% |
Kent Keister Bear Mountain Capital, Inc. | 15 | $2,167 | $2,102.7 | -$64.22 | -2.96% |
Curtis Burkholder Bare Financial Services, Inc | 167 | $25,098.71 | $23,415.07 | -$1,683.64 | -6.71% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,219 | $639,417.12 | $591,588.18 | -$47,828.94 | -7.48% |