| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 1,401.93 | $66,643.55 | $76,461.26 | $9,817.71 | 14.73% |
| FG Fabian Guerra Guerra Advisors Inc. | 83.25 | $7,878.03 | $4,595.32 | -$3,282.71 | -41.67% |
Clune & Associates Ltd. Clune & Associates Ltd. | 4,259.74 | $202,495.07 | $238,502.62 | $36,007.55 | 17.78% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 17,602.38 | $1.2M | $952,024.72 | -$251,326.41 | -20.89% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 149.85 | $9,434.16 | $8,261.23 | -$1,172.93 | -12.43% |
| SC Shawn Clark Accredited Wealth Management LLC | 5,942.05 | $562,266.67 | $326,396.92 | -$235,869.75 | -41.95% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 277.72 | $18,491.23 | $15,069.2 | -$3,422.03 | -18.51% |
| PR Philip Rice Warm Springs Advisors Inc. | 14,652 | $986,914.76 | $808,497.36 | -$178,417.4 | -18.08% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,274.06 | $67,238.83 | $70,595.55 | $3,356.72 | 4.99% |
Copia Wealth Management Copia Wealth Management | 5,454.54 | $328,682.55 | $295,963.34 | -$32,719.21 | -9.95% |
Kagan Cocozza Asset Management Kagan Cocozza Asset Management | 3,333.33 | $253,153.08 | $184,199.82 | -$68,953.26 | -27.24% |
| AS Aryn Sands GK Wealth Management LLC | 3,860.8 | $137,853.8 | $218,830.26 | $80,976.46 | 58.74% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 290.71 | $12,065 | $15,800.03 | $3,735.03 | 30.96% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 299.7 | $28,359.11 | $16,209.27 | -$12,149.84 | -42.84% |
Michael Alfred Alpine Fox Capital LLC | 186,480 | $10.07M | $10.18M | $109,636.25 | 1.09% |