| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,100 | $723,703.92 | $490,761 | -$232,942.92 | -32.19% |
Amir Har-El Savvy Advisors, Inc. | 8,560 | $1.95M | $1.35M | -$603,616.93 | -30.92% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 97 | $16,270.07 | $15,448.22 | -$821.85 | -5.05% |
Owen McCabe Tyche Wealth Partners LLC | 3,402 | $712,564.44 | $541,488.86 | -$171,075.58 | -24.01% |
United Advisor Group LLC United Advisor Group, LLC | 1,243 | $285,019.96 | $197,003.07 | -$88,016.89 | -30.88% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,718 | $485,314.72 | $432,243.54 | -$53,071.18 | -10.94% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,268 | $1.22M | $834,345.84 | -$386,062.42 | -31.63% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 148 | $33,909.86 | $23,311.48 | -$10,598.38 | -31.25% |
Jeffrey McGrath Cetera Trust Company, N.A | 11,525 | $1.86M | $1.83M | -$27,539.33 | -1.48% |
| WG William Garver Leibman Financial Services, Inc. | 21,218 | $3.86M | $3.36M | -$499,437.38 | -12.96% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,305 | $496,937.69 | $361,954.15 | -$134,983.54 | -27.16% |
Taylor Wagner Valued Wealth Advisors LLC | 211 | $40,716.37 | $33,570.1 | -$7,146.27 | -17.55% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,804 | $306,587.27 | $286,890.12 | -$19,697.15 | -6.42% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 6,099 | $1.02M | $967,545.36 | -$55,453.64 | -5.42% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,556 | $317,744.68 | $246,439.28 | -$71,305.4 | -22.44% |
Curtis Burkholder Bare Financial Services, Inc | 76 | $15,302.36 | $11,934.28 | -$3,368.08 | -22.01% |
Keisuke Ichihara Rakuten Securities, Inc. | 46 | $9,199.65 | $7,318.6 | -$1,881.05 | -20.45% |
Sam Tedawes Quantessence Capital LLC | 2,140 | $358,942 | $336,478.62 | -$22,463.38 | -6.26% |
Joshua Stipcich Tidemark, LLC | 108 | $18,551.67 | $17,086.14 | -$1,465.53 | -7.9% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 353 | $82,203 | $55,858.72 | -$26,344.28 | -32.05% |