| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 969 | $15,055.01 | $8,362.47 | -$6,692.54 | -44.45% |
Keith Dubauskas One Plus One Wealth Management LLC | 1.79M | $18.61M | $15.48M | -$3.14M | -16.86% |
Kurt Van Dyken Lifeworks Advisors LLC | 24,469 | $235,269.27 | $211,289.81 | -$23,979.46 | -10.19% |
| TAS Todd A. Sixt Strait & Sound Wealth Management LLC | 10,000 | $99,500 | $86,199 | -$13,301 | -13.37% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 26,707 | $251,847.65 | $230,347.87 | -$21,499.78 | -8.54% |
Adam Stalnaker Rockport Wealth LLC | 2.9M | $27.45M | $25.14M | -$2.31M | -8.4% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 152,745 | $1.46M | $1.33M | -$125,821.65 | -8.64% |
| PR Peter Recchia 4Wealth Advisors Inc. | 80,746 | $790,296.9 | $705,720.04 | -$84,576.86 | -10.7% |