| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sue Oleari Trifecta Capital Advisors LLC | 1,665 | $223,713.45 | $174,134.02 | -$49,579.43 | -22.16% |
Amy Hart Phillips Wealth Planners LLC | 8,398 | $886,223.6 | $877,808.51 | -$8,415.09 | -0.95% |
Scott Register Register Financial Advisors LLC | 5,864 | $619,184.2 | $614,488.56 | -$4,695.64 | -0.76% |
Bree Pate Olisti Co. Wealth LLC | 508 | $63,646.9 | $53,243.48 | -$10,403.42 | -16.35% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 25,628 | $2.88M | $2.68M | -$194,249.25 | -6.76% |
Timothy J. Videnka Forza Wealth Management LLC | 4,097 | $416,860.06 | $430,512.76 | $13,652.7 | 3.28% |
Kevin Gray Lodestar Private Asset Management LLC | 2,717 | $296,294 | $283,654.8 | -$12,639.2 | -4.27% |
Amy Ardeel Icon Wealth Advisors LLC | 18,446 | $2.13M | $1.93M | -$199,634.08 | -9.36% |
John J. Edwards Breed's Hi LLCapital LLC | 11,844 | $1.33M | $1.25M | -$77,236.85 | -5.81% |
Steve Alexandrowski GEM Asset Management LLC | 2,339 | $258,260.36 | $244,869.91 | -$13,390.45 | -5.18% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 3 | $308.01 | $314.07 | $6.06 | 1.97% |
Dean Pelos Commonwealth Retirement Investments LLC | 5,893 | $686,769.16 | $617,586.4 | -$69,182.76 | -10.07% |
Andy Peters Goldstein Advisors LLC | 3,739 | $398,343.06 | $391,398.52 | -$6,944.54 | -1.74% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 12,830 | $1.4M | $1.35M | -$57,510.59 | -4.1% |
Jeffrey Hanson Breakwater Capital Group | 2,462 | $320,249.38 | $258,177.63 | -$62,071.75 | -19.38% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 115 | $12,768.67 | $11,997.95 | -$770.72 | -6.04% |
Justin Halverson Great Waters Wealth Management | 8,143 | $855,874.05 | $857,132.18 | $1,258.13 | 0.15% |
Jesse Ellington Dover Advisors LLC | 24,750 | $2.75M | $2.6M | -$149,487.77 | -5.44% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 37,058 | $4.1M | $3.88M | -$216,087.54 | -5.27% |
Darren Tapley New England Capital Financial Advisors LLC | 462 | $52,129.56 | $48,412.98 | -$3,716.58 | -7.13% |