| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 137,396 | $6.06M | $7.06M | $999,996.74 | 16.5% |
John J. Edwards Breed's Hi LLCapital LLC | 10,156 | $379,631.05 | $521,916.84 | $142,285.79 | 37.48% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4,534 | $258,347 | $234,407.8 | -$23,939.2 | -9.27% |
Crystal McKeon TSA Wealth Managment LLC | 4,153 | $228,415 | $214,627.04 | -$13,787.96 | -6.04% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 7,272 | $352,371.48 | $373,708.08 | $21,336.6 | 6.06% |
Ashley Goggins Hidden Cove Wealth Management LLC | 4,137 | $235,726 | $212,600.43 | -$23,125.57 | -9.81% |
Dean Pelos Commonwealth Retirement Investments LLC | 1,090 | $62,085 | $56,015.1 | -$6,069.9 | -9.78% |
Andy Peters Goldstein Advisors LLC | 7,748 | $333,390.93 | $400,571.6 | $67,180.67 | 20.15% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 4,331 | $226,422.75 | $233,700.76 | $7,278.01 | 3.21% |
Bepin Serraj Richard W. Paul & Associates LLC | 14,647 | $506,211.69 | $752,709.33 | $246,497.64 | 48.69% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 5,268 | $238,949.22 | $284,261.28 | $45,312.06 | 18.96% |
Jeffrey Hanson Breakwater Capital Group | 37,608 | $1.31M | $1.93M | $625,964.89 | 47.9% |
Nathan Blair Palo Alto Wealth Advisors LLC | 4,553 | $244,191 | $235,959.22 | -$8,231.78 | -3.37% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 396 | $18,140.12 | $20,350.44 | $2,210.32 | 12.18% |
Salvatore Cocivera Cora Capital Advisors LLC | 7,305 | $280,161.77 | $375,403.95 | $95,242.18 | 34% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 4,118 | $234,355.6 | $213,147.68 | -$21,207.92 | -9.05% |
Jesse Ellington Dover Advisors LLC | 6,259 | $255,241.9 | $321,650.01 | $66,408.11 | 26.02% |
Darren Tapley New England Capital Financial Advisors LLC | 428 | $14,188.49 | $21,994.92 | $7,806.43 | 55.02% |
Paul L. Moffat Arista Wealth Management LLC | 12,220 | $595,996.34 | $659,391.2 | $63,394.86 | 10.64% |
Helen Semus Semus Wealth Partners LLC | 10,559 | $370,998.43 | $545,794.71 | $174,796.28 | 47.12% |