| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Advisor Group LLC United Advisor Group, LLC | 9,202 | $293,403.95 | $247,257.74 | -$46,146.21 | -15.73% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 445 | $13,227.54 | $11,957.15 | -$1,270.39 | -9.6% |
Jeffrey McGrath Cetera Trust Company, N.A | 8,251 | $263,186.05 | $221,704.37 | -$41,481.68 | -15.76% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 385 | $10,525 | $10,344.95 | -$180.05 | -1.71% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,912 | $243,476 | $239,465.44 | -$4,010.56 | -1.65% |
Darin Sadow Freestone Grove Partners LP | 731,781 | $19.99M | $19.66M | -$329,301.52 | -1.65% |
Curtis Burkholder Bare Financial Services, Inc | 18 | $492 | $483.66 | -$8.34 | -1.7% |
Joshua Stipcich Tidemark, LLC | 76 | $2,423.13 | $2,042.12 | -$381.01 | -15.72% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 20,764 | $662,841.58 | $557,928.68 | -$104,912.9 | -15.83% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,000 | $28,120 | $26,870 | -$1,250 | -4.45% |
Christy Clarin Portfolio Design Labs, LLC | 9,099 | $296,810.14 | $244,490.13 | -$52,320.01 | -17.63% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,997 | $130,141.93 | $107,399.39 | -$22,742.54 | -17.48% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 122 | $3,334 | $3,278.14 | -$55.86 | -1.68% |
Kelly Richert Clayton Financial Group LLC | 180 | $4,918 | $4,836.6 | -$81.4 | -1.66% |
Alan Gilmore Private Wealth Management Group, LLC | 351 | $10,453.64 | $9,431.37 | -$1,022.27 | -9.78% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 1,462 | $47,560.25 | $39,283.94 | -$8,276.31 | -17.4% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 76,943 | $2.43M | $2.07M | -$359,381.97 | -14.81% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 19,918 | $649,524.69 | $535,196.66 | -$114,328.03 | -17.6% |
Corey Saft Sivia Capital Partners, LLC | 76,358 | $2.09M | $2.05M | -$34,361.54 | -1.65% |
Ashley Meredith Abel Hall, LLC | 15,442 | $434,062.55 | $414,926.54 | -$19,136.01 | -4.41% |