| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Vollmer PFS Partners, LLC | 46 | $18,678.88 | $19,642.92 | $964.04 | 5.16% |
Benj Foor Frazier Financial Advisors, LLC | 100 | $48,175.76 | $42,727 | -$5,448.76 | -11.31% |
Amir Har-El Savvy Advisors, Inc. | 2,629 | $1.26M | $1.12M | -$144,646.08 | -11.45% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 166 | $63,959.47 | $70,776.59 | $6,817.12 | 10.66% |
Owen McCabe Tyche Wealth Partners LLC | 575 | $300,448.91 | $245,289.25 | -$55,159.66 | -18.36% |
United Advisor Group LLC United Advisor Group, LLC | 508 | $195,731.38 | $216,474.04 | $20,742.66 | 10.6% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,176 | $523,653.33 | $501,722.76 | -$21,930.57 | -4.19% |
CARL LYMANGOOD Petros Family Wealth, LLC | 750 | $384,158.16 | $322,462.5 | -$61,695.66 | -16.06% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,295 | $584,195.7 | $552,440.52 | -$31,755.18 | -5.44% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 216 | $95,331.86 | $91,225.44 | -$4,106.42 | -4.31% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 24,444 | $11.18M | $10.38M | -$800,801.51 | -7.16% |
Taylor Wagner Valued Wealth Advisors LLC | 59 | $25,526.02 | $25,353.18 | -$172.84 | -0.68% |
Steven JE Manders BKM Wealth Management, LLC | 4,063 | $1.83M | $1.74M | -$86,956.96 | -4.75% |
| CPC Charles P. Cocke Jr LB Partners LLC | 750 | $330,390 | $320,452.5 | -$9,937.5 | -3.01% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 2,000 | $1.02M | $844,680 | -$171,520.05 | -16.88% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 495 | $190,722.51 | $211,558.05 | $20,835.54 | 10.92% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 866 | $392,749.59 | $369,565.5 | -$23,184.09 | -5.9% |
Anthony Blagrove Traveka Wealth, LLC | 635 | $287,070.29 | $271,932.4 | -$15,137.89 | -5.27% |
Curtis Burkholder Bare Financial Services, Inc | 46 | $20,934.7 | $19,541.26 | -$1,393.44 | -6.66% |
Joshua Stipcich Tidemark, LLC | 11 | $4,605.15 | $4,630.23 | $25.08 | 0.54% |