| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CARL LYMANGOOD Petros Family Wealth, LLC | 4,279 | $1.05M | $776,595.71 | -$277,928.82 | -26.36% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,677 | $615,001.53 | $485,848.73 | -$129,152.8 | -21% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 203 | $45,863.07 | $36,842.47 | -$9,020.6 | -19.67% |
Jeffrey McGrath Cetera Trust Company, N.A | 11,525 | $1.86M | $2.09M | $229,724.03 | 12.34% |
| TPW Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 470 | $98,713 | $85,300.3 | -$13,412.7 | -13.59% |
| WG William Garver Leibman Financial Services, Inc. | 18,698 | $3.44M | $3.39M | -$44,233.28 | -1.29% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,394 | $543,628.94 | $434,487.06 | -$109,141.88 | -20.08% |
Taylor Wagner Valued Wealth Advisors LLC | 244 | $46,007.26 | $44,283.56 | -$1,723.7 | -3.75% |
Darin Sadow Freestone Grove Partners LP | 2,050 | $488,433.01 | $372,054.5 | -$116,378.51 | -23.83% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,932 | $327,109.48 | $350,638.68 | $23,529.2 | 7.19% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 1,047 | $232,390.68 | $190,020.03 | -$42,370.65 | -18.23% |
Curtis Burkholder Bare Financial Services, Inc | 55 | $11,780.16 | $9,981.95 | -$1,798.21 | -15.26% |
Joshua Stipcich Tidemark, LLC | 122 | $20,647.13 | $22,141.78 | $1,494.65 | 7.24% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 1,224 | $252,584.38 | $222,143.76 | -$30,440.62 | -12.05% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 341 | $80,190.23 | $61,888.09 | -$18,302.14 | -22.82% |
Christy Clarin Portfolio Design Labs, LLC | 14,799 | $2.99M | $2.69M | -$300,755.44 | -10.07% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 1,000 | $206,360 | $181,490 | -$24,870 | -12.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,291 | $2.12M | $1.87M | -$252,323.76 | -11.9% |
Craig Silberg EVERPAR ADVISORS LLC | 1,343 | $305,452.89 | $243,741.07 | -$61,711.82 | -20.2% |
Matthew Stead Sachetta, LLC | 159 | $30,371.06 | $28,856.91 | -$1,514.15 | -4.99% |