| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 328 | $114,318.25 | $83,262.8 | -$31,055.45 | -27.17% |
| SS Stephen Smith Kestra Investment Management LLC | 1,536 | $363,048.55 | $389,913.6 | $26,865.05 | 7.4% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 243 | $78,431.1 | $61,685.55 | -$16,745.55 | -21.35% |
Amy Hart Phillips Wealth Planners LLC | 1,003 | $280,087.75 | $254,611.55 | -$25,476.2 | -9.1% |
Bree Pate Olisti Co. Wealth LLC | 77 | $25,869.44 | $19,279.26 | -$6,590.18 | -25.47% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 7,049 | $1.77M | $1.79M | $21,218.71 | 1.2% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 6,508 | $1.76M | $1.65M | -$106,762.11 | -6.07% |
Kevin Gray Lodestar Private Asset Management LLC | 1,279 | $253,025.85 | $324,674.15 | $71,648.3 | 28.32% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 6,985 | $1.95M | $1.78M | -$173,638.15 | -8.89% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 2,476 | $277,019.92 | $630,685.98 | $353,666.06 | 127.67% |
| SBI Samuel Bridgers, III Redwood Wealth Management Group LLC | 720 | $232,387.48 | $183,398.18 | -$48,989.3 | -21.08% |
| LQ Louise Quant Trium Capital LLP | 2,566 | $637,317.42 | $662,323.09 | $25,005.67 | 3.92% |
Jeffrey Hanson Breakwater Capital Group | 1,814 | $365,531.41 | $462,061.54 | $96,530.13 | 26.41% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 904 | $79,461.76 | $230,266.61 | $150,804.85 | 189.78% |
| SC Salvatore Cocivera Cora Capital Advisors LLC | 2,160 | $562,596.47 | $550,194.55 | -$12,401.92 | -2.2% |
Kelly Christopher Significant Wealth Partners LLC | 3,031 | $443,322.72 | $766,358.04 | $323,035.32 | 72.87% |
David Bach River Street Advisors LLC | 1,484 | $335,280.19 | $376,739.07 | $41,458.88 | 12.37% |
| MV Moises Valladares Insigneo Advisory Services LLC | 1,464 | $465,331.67 | $371,607.12 | -$93,724.55 | -20.14% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,503 | $409,853.25 | $381,562.55 | -$28,290.7 | -6.9% |
| RBL Robert B. LaRue Owen LaRue LLC | 3,865 | $556,089.41 | $981,197.11 | $425,107.7 | 76.45% |