| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 842 | $57,500 | $53,626.98 | -$3,873.02 | -6.74% |
Sue Oleari Trifecta Capital Advisors LLC | 1,100 | $66,745.8 | $69,943.5 | $3,197.7 | 4.79% |
Scott Register Register Financial Advisors LLC | 7,442 | $432,113.15 | $473,720.51 | $41,607.36 | 9.63% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 10,328 | $512,489.33 | $656,757.52 | $144,268.19 | 28.15% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 9,366 | $639,575.52 | $588,746.76 | -$50,828.76 | -7.95% |
Dean Pelos Commonwealth Retirement Investments LLC | 12,082 | $719,151.89 | $769,200.53 | $50,048.64 | 6.96% |
Andy Peters Goldstein Advisors LLC | 3,739 | $236,469.65 | $235,033.54 | -$1,436.11 | -0.61% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 3,634 | $248,142 | $231,413.12 | -$16,728.88 | -6.74% |
Bepin Serraj Richard W. Paul & Associates LLC | 21,898 | $1.25M | $1.39M | $143,302.67 | 11.46% |
Jesse Ellington Dover Advisors LLC | 13,945 | $832,208.88 | $890,248.8 | $58,039.92 | 6.97% |
Darren Tapley New England Capital Financial Advisors LLC | 148 | $8,773.03 | $9,415.76 | $642.73 | 7.33% |
Neil Christ Oak Hill Wealth Advisors LLC | 9,582 | $518,338.86 | $610,277.58 | $91,938.72 | 17.74% |
Moises Valladares Insigneo Advisory Services LLC | 12,791 | $704,516.72 | $814,275.06 | $109,758.34 | 15.58% |
Andrew Lewis Genesis Private Wealth LLC | 3,922 | $241,339.33 | $249,635.3 | $8,295.97 | 3.44% |
Ira Ravitz Beverly Hills Private Wealth LLC | 10,904 | $651,758.59 | $694,693.84 | $42,935.25 | 6.59% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 6,555 | $389,706.21 | $416,832.45 | $27,126.24 | 6.96% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,060 | $314,122.46 | $322,094.3 | $7,971.84 | 2.54% |
Philip Rc Dudley Dudley Capital Management LLC | 3,047 | $188,365.63 | $194,124.37 | $5,758.74 | 3.06% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 11,604 | $561,478.83 | $738,362.52 | $176,883.69 | 31.5% |
Paul B. Ordonio Park Place Capital Corp. | 293 | $16,229.77 | $18,391.61 | $2,161.84 | 13.32% |