| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWL Atlas Wealth LLC Atlas Wealth LLC | 4,251 | $869,286.99 | $727,686.14 | -$141,600.85 | -16.29% |
Jesse Ellington Dover Advisors LLC | 1,417 | $204,133 | $245,778.65 | $41,645.65 | 20.4% |
Darren Tapley New England Capital Financial Advisors LLC | 20 | $4,090 | $3,469 | -$621 | -15.18% |
Lydia Moore MRP Capital Investments LLC | 14,733 | $1.42M | $2.52M | $1.1M | 77.35% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 2,070 | $230,577.5 | $354,342.58 | $123,765.08 | 53.68% |
Kun Gao Sherbrooke Park Advisers LLC | 1,391 | $254,509.91 | $238,111.37 | -$16,398.54 | -6.44% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 16,725 | $2.89M | $2.86M | -$27,763.95 | -0.96% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 51 | $10,506.78 | $8,730.18 | -$1,776.6 | -16.91% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 28 | $1,765.12 | $4,793.04 | $3,027.92 | 171.54% |
| SJL Sheila J. Lindsay Bensler LLC | 44,856 | $7.89M | $7.68M | -$210,869.82 | -2.67% |
Kevin Kroskey True Wealth Design LLC | 3,098 | $224,491.25 | $530,315.61 | $305,824.36 | 136.23% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 4,105 | $456,738.9 | $702,693.86 | $245,954.96 | 53.85% |
| GZ Gregg Zeoli Empire Financial Management Company LLC | 1,778 | $258,998.65 | $304,358.02 | $45,359.37 | 17.51% |
Alexandra Stickelman Root Financial Partners, LLC | 284 | $53,145.54 | $48,615.12 | -$4,530.42 | -8.52% |
Courtney Holt Compound Planning, Inc. | 2,282 | $426,548.02 | $390,632.74 | -$35,915.28 | -8.42% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,183 | $377,312.34 | $373,685.92 | -$3,626.42 | -0.96% |
Bradley Harsch Strategic Advocates LLC | 448 | $83,620.89 | $76,688.64 | -$6,932.25 | -8.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,491 | $450,504.94 | $426,409.38 | -$24,095.56 | -5.35% |
Mathieu Cornu Pictet Asset Management Holding SA | 24,594 | $3.19M | $4.21M | $1.02M | 31.91% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 161 | $17,250.68 | $27,559.98 | $10,309.3 | 59.76% |