| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 977 | $15,127.01 | $8,216.57 | -$6,910.44 | -45.68% |
Keith Dubauskas One Plus One Wealth Management LLC | 1.79M | $18.61M | $15.07M | -$3.54M | -19.02% |
Kurt Van Dyken Lifeworks Advisors LLC | 18,243 | $176,558.09 | $154,518.21 | -$22,039.88 | -12.48% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 11,000 | $108,170 | $92,565 | -$15,605 | -14.43% |
Christopher C. Powers Farther Finance Advisors, LLC | 500 | $4,335 | $4,215 | -$120 | -2.77% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 26,489 | $249,791.91 | $223,434.71 | -$26,357.2 | -10.55% |
Define Financial LLC DEFINE FINANCIAL, LLC | 10,727 | $90,965 | $90,696.78 | -$268.22 | -0.29% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 178,621 | $1.68M | $1.5M | -$179,357.52 | -10.67% |
| PR Peter Recchia 4Wealth Advisors Inc. | 111,047 | $1.05M | $934,460.5 | -$111,973.75 | -10.7% |
| BJR Brian Joseph Rellihan Wise Wealth Partners | 298,975 | $2.59M | $2.53M | -$65,774.26 | -2.54% |