| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 3 | $609.43 | $803.82 | $194.39 | 31.9% |
Dean Pelos Commonwealth Retirement Investments LLC | 8,444 | $2.14M | $2.25M | $106,538.93 | 4.97% |
Andy Peters Goldstein Advisors LLC | 1,212 | $267,076.81 | $322,949.51 | $55,872.7 | 20.92% |
Bepin Serraj Richard W. Paul & Associates LLC | 64 | $14,333 | $17,365.76 | $3,032.76 | 21.16% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 264 | $63,835.82 | $70,345.44 | $6,509.62 | 10.2% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 10,235 | $2.29M | $2.73M | $441,727.03 | 19.33% |
Paul L. Moffat Arista Wealth Management LLC | 11,744 | $3.49M | $3.13M | -$362,188.81 | -10.37% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,988 | $606,400.41 | $529,722.46 | -$76,677.95 | -12.64% |
Jesse Haller Compass Financial Group Inc./SD | 1,161 | $277,286.13 | $311,078.34 | $33,792.21 | 12.19% |
Neil Christ Oak Hill Wealth Advisors LLC | 6,829 | $2M | $1.82M | -$179,478.38 | -8.98% |
Moises Valladares Insigneo Advisory Services LLC | 1,469 | $364,346.05 | $400,978.23 | $36,632.18 | 10.05% |
John Canning Mi LLCreek Capital Advisors LLC | 1,539 | $366,047.96 | $410,081.92 | $44,033.96 | 12.03% |
| NH Nathaniel Holden Core Wealth Partners LLC | 4,019 | $962,449.97 | $1.07M | $108,452.73 | 11.27% |
Ashley Buboltz Moran Wealth Management LLC | 43,682 | $9.78M | $11.7M | $1.92M | 19.64% |
| LK Lenny Kisin Applied Capital LLC/FL | 4,991 | $1.19M | $1.33M | $135,255.04 | 11.32% |
Jeffrey Rosenthal Viawealth LLC | 1,539 | $370,242.17 | $421,185.82 | $50,943.65 | 13.76% |
| SL Sarah Ludden Clifford Group LLC | 4,053 | $967,219.86 | $1.11M | $139,086.98 | 14.38% |
Andrew Lewis Genesis Private Wealth LLC | 1,225 | $274,339 | $326,413.49 | $52,074.49 | 18.98% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 490 | $116,977.64 | $132,956.6 | $15,978.96 | 13.66% |
Richard W. Lowrie Park Edge Advisors LLC | 2,336 | $554,731.22 | $622,450.54 | $67,719.32 | 12.21% |