| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Advisor Group LLC United Advisor Group, LLC | 71,971 | $10.73M | $8.41M | -$2.32M | -21.61% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,482 | $245,943.15 | $290,021.7 | $44,078.55 | 17.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,892 | $226,917.31 | $221,193.72 | -$5,723.59 | -2.52% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,668 | $733,949.67 | $545,455.8 | -$188,493.87 | -25.68% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 439 | $43,189 | $51,323.49 | $8,134.49 | 18.83% |
PETER KRUSSEL Southland Equity Partners LLC | 3,049 | $486,136.32 | $355,909.77 | -$130,226.55 | -26.79% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,152 | $514,900.71 | $602,320.32 | $87,419.61 | 16.98% |
Taylor Wagner Valued Wealth Advisors LLC | 57 | $6,774.37 | $6,663.87 | -$110.5 | -1.63% |
Darin Sadow Freestone Grove Partners LP | 50,142 | $4.93M | $5.86M | $929,131.22 | 18.84% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 11,724 | $1.47M | $1.37M | -$94,461.43 | -6.45% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,532 | $249,055 | $296,016.12 | $46,961.12 | 18.86% |
Cody Gehman Stonebridge Financial Group, LLC | 5,459 | $662,884.44 | $638,211.69 | -$24,672.75 | -3.72% |
Wayne Atkins VCI Wealth Management LLC | 8,804 | $771,744.94 | $1.03M | $257,530.7 | 33.37% |
Curtis Burkholder Bare Financial Services, Inc | 37 | $3,520.27 | $4,326.04 | $805.77 | 22.89% |
Keisuke Ichihara Rakuten Securities, Inc. | 705 | $63,610.95 | $82,428.6 | $18,817.65 | 29.58% |
Sam Tedawes Quantessence Capital LLC | 4,692 | $461,599 | $548,541.72 | $86,942.72 | 18.84% |
Joshua Stipcich Tidemark, LLC | 324 | $44,228.17 | $37,882.08 | -$6,346.09 | -14.35% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,304 | $879,475.7 | $737,063.68 | -$142,412.02 | -16.19% |
Jaran Day OPINICUS CAPITAL, INC. | 4,809 | $604,800.24 | $562,220.19 | -$42,580.05 | -7.04% |
Wynn Capital LLC Wynn Capital, LLC | 3,700 | $447,962.39 | $432,604 | -$15,358.39 | -3.43% |