| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick Byrne Aspetuck Financial Management LLC | 1,498 | $313,673.76 | $279,631.66 | -$34,042.1 | -10.85% |
Kay Dee Cole Clarity Wealth Development LLC | 1,033 | $183,144.04 | $192,881.76 | $9,737.72 | 5.32% |
Pollock Investment Advisors LLC Pollock Investment Advisors LLC | 4,976 | $880,752 | $930,064.16 | $49,312.16 | 5.6% |
VestGen Advisors LLC VestGen Advisors LLC | 11,400 | $2.3M | $2.13M | -$169,889.94 | -7.38% |
John Raniolo Elwood Capital Partners LP | 12,500 | $2.71M | $2.34M | -$375,875 | -13.86% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 1,199 | $212,249.4 | $221,407.34 | $9,157.94 | 4.31% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 13,899 | $2.85M | $2.57M | -$279,533.33 | -9.82% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 110 | $19,910.55 | $20,312.6 | $402.05 | 2.02% |
Mark T. Williams InvesTrust | 4,570 | $961,804.01 | $843,896.2 | -$117,907.81 | -12.26% |
Allyson Mickool Florida Financial Advisors LLC | 1,109 | $221,683.64 | $204,787.94 | -$16,895.7 | -7.62% |
Grant Reeves CVFG LLC | 2,381 | $447,167.75 | $439,675.46 | -$7,492.29 | -1.68% |
Elizabeth Arce Sovran Advisors LLC | 3,084 | $548,440.34 | $569,491.44 | $21,051.1 | 3.84% |
Westmount Partners LLC Westmount Partners LLC | 3,763 | $748,940.33 | $694,875.58 | -$54,064.75 | -7.22% |
| EJK Edward J. King Graney & King LLC | 1,044 | $184,818.12 | $192,785.04 | $7,966.92 | 4.31% |
| RL Rajendra Lachman Berbice Capital Management LLC | 169 | $36,583.39 | $31,621.59 | -$4,961.8 | -13.56% |
| PB Paul Barry Stark Wealth Management LLC | 2,523 | $446,571 | $471,296.4 | $24,725.4 | 5.54% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 509 | $96,853.79 | $93,991.94 | -$2,861.85 | -2.95% |
| ARH Alex R. Hansen Arrien Investments Inc. | 1,096 | $229,765.92 | $204,732.8 | -$25,033.12 | -10.9% |
Bradley Wilson Crews Bank & Trust | 267 | $49,048.22 | $49,304.22 | $256 | 0.52% |
| KS Katherine Simmonds Conquis Financial LLC | 3 | $531 | $559.68 | $28.68 | 5.4% |