| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 2,162.17 | $119,541.9 | $118,681.46 | -$860.44 | -0.72% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 9,689.3 | $403,282.18 | $532,620.88 | $129,338.7 | 32.07% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 20,147.17 | $1.17M | $1.1M | -$68,071.55 | -5.84% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 77,823.43 | $3.55M | $4.3M | $746,918.06 | 21.04% |
Bobby Adusumilli SJS Investment Consulting Inc. | 6,751.91 | $278,106.19 | $374,123.22 | $96,017.03 | 34.53% |
| JB Joel Blattner Avaii Wealth Management LLC | 3,392.27 | $205,880.32 | $189,644.91 | -$16,235.41 | -7.89% |
Craig Kurth PCG Wealth Advisors LLC | 11,787.87 | $778,227.07 | $655,405.41 | -$122,821.66 | -15.78% |
Tyler Glazier New Millennium Group LLC | 0.67 | $27.64 | $36.56 | $8.92 | 32.27% |
Caroline Jankowski Operose Advisors LLC | 1,100.56 | $39,296.77 | $59,650.62 | $20,353.85 | 51.8% |
John Gorlow Cardiff Park Advisors LLC | 5,230.43 | $294,941.22 | $288,405.97 | -$6,535.25 | -2.22% |
Stefan Demuth Ameliora Wealth Management Ltd. | 4,695.63 | $223,221 | $259,198.94 | $35,977.94 | 16.12% |
Samantha Pierangeli City State Bank | 5,351.31 | $415,565.27 | $291,699.91 | -$123,865.36 | -29.81% |
W. Travis McKinney HB Wealth Management LLC | 3,337.99 | $119,186.34 | $184,958.14 | $65,771.8 | 55.18% |
Nathan Geraci ETF Store Inc. | 5,434.56 | $499,494.17 | $301,753.94 | -$197,740.23 | -39.59% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,988.34 | $399,540.3 | $328,520.28 | -$71,020.02 | -17.78% |
| YH Yanjuan Huang Vienna Asset Management LLC | 60,090.52 | $3.9M | $3.32M | -$577,653.87 | -14.82% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 3,455.87 | $327,012.08 | $189,675.64 | -$137,336.44 | -42% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 3,557.77 | $127,033.81 | $195,286.11 | $68,252.3 | 53.73% |
Penny Paul Andina Capital Management LLC | 5,473.19 | $356,474.27 | $302,065.25 | -$54,409.02 | -15.26% |
Jason Matthews Kfg Wealth Management LLC | 6,106.22 | $258,840.12 | $332,850.11 | $74,009.99 | 28.59% |