| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elyxium Wealth LLC Elyxium Wealth LLC | 1,497 | $591,469.94 | $561,704.34 | -$29,765.6 | -5.03% |
Tory Parke Three Seasons Wealth LLC | 2,252 | $862,622.34 | $844,995.44 | -$17,626.9 | -2.04% |
Pascal Bechtold Raiffeisen Bank International AG | 3,306 | $1.18M | $1.23M | $56,193.43 | 4.78% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 1 | $353 | $372.96 | $19.96 | 5.65% |
Antonio Cavarero Generali Asset Management SPA SGR | 1,582 | $631,360.39 | $590,022.7 | -$41,337.69 | -6.55% |
| PS Paula Spurgeon BankPlus Trust Department | 430 | $153,329 | $160,372.8 | $7,043.8 | 4.59% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 1,402 | $503,543.18 | $523,478.76 | $19,935.58 | 3.96% |
Bayforest Capital Ltd. Bayforest Capital Ltd. | 423 | $136,837.2 | $156,378.87 | $19,541.67 | 14.28% |
REAP Financial Group LLC REAP Financial Group LLC | 660 | $192,767.93 | $243,995.4 | $51,227.47 | 26.57% |
Lyn Dippel Curio Wealth LLC | 3 | $968 | $1,109.07 | $141.07 | 14.57% |
VestGen Advisors LLC VestGen Advisors LLC | 8,105 | $3.09M | $3M | -$96,847.48 | -3.13% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,155 | $460,949 | $426,911.1 | -$34,037.9 | -7.38% |
Bradley Wilson Crews Bank & Trust | 13 | $4,669 | $4,792.19 | $123.19 | 2.64% |
| RN Ron New Whipplewood Advisors LLC | 29 | $9,361 | $10,730.29 | $1,369.29 | 14.63% |
Cache Advisors LLC Cache Advisors LLC | 2,173 | $766,809 | $800,946.07 | $34,137.07 | 4.45% |
Citrine Capital LLC Citrine Capital LLC | 3,070 | $1.1M | $1.14M | $33,938.85 | 3.08% |
| IAL IFC Advisors LLC IFC Advisors LLC | 1,069 | $383,905.99 | $395,540.69 | $11,634.7 | 3.03% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 2,202 | $790,116.15 | $814,762.02 | $24,645.87 | 3.12% |
| SK Samira Kadam Synergy Investment Management LLC | 11 | $3,551 | $4,058.34 | $507.34 | 14.29% |
Crux Wealth Advisors Crux Wealth Advisors | 2,419 | $780,805 | $892,465.86 | $111,660.86 | 14.3% |