| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TT Tu Tran Crosspoint Financial LLC | 7,830 | $361,668 | $307,875.6 | -$53,792.4 | -14.87% |
| NB Nolan Baker Retirement Guys Formula LLC | 46,772 | $1.44M | $1.84M | $394,755.68 | 27.33% |
Joseph A. Feste KM Capital Management Ltd. | 3,245 | $150,016 | $127,723.2 | -$22,292.8 | -14.86% |
Crystal McKeon TSA Wealth Managment LLC | 4,402 | $187,305.14 | $173,262.72 | -$14,042.42 | -7.5% |
| NB Nathan Blair Palo Alto Wealth Advisors LLC | 5,600 | $213,472 | $220,416 | $6,944 | 3.25% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 25,923 | $1.2M | $1.02M | -$172,528.2 | -14.41% |
John Canning Mi LLCreek Capital Advisors LLC | 17,849 | $551,176.75 | $705,660.21 | $154,483.46 | 28.03% |
Jeffrey Steele Silverlake Wealth Management LLC | 45,332 | $1.44M | $1.79M | $352,815.09 | 24.52% |
| TAS Todd A. Sixt Strait & Sound Wealth Management LLC | 19,312 | $625,711.18 | $763,210.24 | $137,499.06 | 21.97% |
Courtney Holt Compound Planning, Inc. | 9,354 | $432,061 | $367,752.51 | -$64,308.49 | -14.88% |
Andrew Agosta Prosperity Financial Group, Inc. | 24,589 | $1.07M | $965,978.86 | -$108,095.96 | -10.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 105,090 | $4.09M | $4.16M | $74,007.57 | 1.81% |
NICOLE MARTIN Arlington Trust Co LLC | 4,512 | $117,425 | $177,479.52 | $60,054.52 | 51.14% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,560 | $450,215.72 | $651,387.6 | $201,171.88 | 44.68% |
Robert Shea NEOS Investment Management LLC | 1.97M | $81.4M | $77.61M | -$3.78M | -4.65% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 876 | $40,469 | $34,413.66 | -$6,055.34 | -14.96% |
Rob Dainard Hara Capital LLC | 7,500 | $195,188 | $294,787.5 | $99,599.5 | 51.03% |
Chris Chatto Encompass More Asset Management | 41,492 | $1.81M | $1.64M | -$173,521.56 | -9.57% |
David McNeely Darden Wealth Group Inc | 4,608 | $212,843 | $180,817.92 | -$32,025.08 | -15.05% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 550 | $11,239.53 | $21,601.25 | $10,361.72 | 92.19% |