| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DW Darren Woolson Asset Allocation Strategies LLC | 13,562.42 | $1.25M | $758,207.31 | -$494,011.65 | -39.45% |
Brad Saenz Coastwise Capital Group LLC | 4,229.77 | $201,074.62 | $235,090.39 | $34,015.77 | 16.92% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 25,316.99 | $2.25M | $1.39M | -$860,386.89 | -38.24% |
| JG John Ginter Callan Family Office LLC | 6,393.6 | $228,289.88 | $353,182.46 | $124,892.58 | 54.71% |
Rachel Faulk Cape Investment Advisory Inc. | 1,661.67 | $59,331.59 | $92,073.13 | $32,741.54 | 55.18% |
Kyle R. Spahn Spahn Wealth & Retirement LLC | 31,592.71 | $1.13M | $1.72M | $587,434.83 | 52.08% |
Loni Adams Daymark Wealth Partners LLC | 4,853.47 | $173,293.32 | $264,562.92 | $91,269.6 | 52.67% |
| QS Quentin Stoker Gallacher Capital Management LLC | 9,061.26 | $430,754.32 | $499,638.04 | $68,883.72 | 15.99% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,027.97 | $64,613.4 | $56,754.28 | -$7,859.12 | -12.16% |
| PIS PPSC Investment Service Corp PPSC Investment Service Corp | 63,936 | $4.34M | $3.48M | -$854,736.41 | -19.72% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 522.81 | $23,561.2 | $28,414.72 | $4,853.52 | 20.6% |
Salvatore Cocivera Cora Capital Advisors LLC | 17,968.35 | $873,491.06 | $1M | $127,884.92 | 14.64% |
Moises Valladares Insigneo Advisory Services LLC | 43,197.76 | $3.15M | $2.35M | -$802,227.87 | -25.47% |
Brendan G. Moody Watershed Private Wealth LLC | 17,581.07 | $1.06M | $974,342.79 | -$84,695.59 | -8% |
Jill Batley Gateway Wealth Partners LLC | 3,883.11 | $189,111.07 | $211,998.55 | $22,887.48 | 12.1% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 33,233.73 | $1.67M | $1.85M | $182,315.94 | 10.94% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 116,791.76 | $8.62M | $6.41M | -$2.21M | -25.67% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,116.22 | $105,621.94 | $61,324.91 | -$44,297.03 | -41.94% |
Shawn Scholz Impact Partnership Wealth, LLC | 34,532.43 | $1.77M | $1.89M | $128,374.19 | 7.27% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 22,180.8 | $1.64M | $1.23M | -$407,035.28 | -24.86% |