| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 60 | $5,115 | $5,383.2 | $268.2 | 5.24% |
Stephen Smith Kestra Investment Management LLC | 2,660 | $240,624 | $236,008.5 | -$4,615.5 | -1.92% |
Sue Oleari Trifecta Capital Advisors LLC | 4,350 | $340,214.43 | $374,404.5 | $34,190.07 | 10.05% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,284 | $365,215.78 | $396,527.04 | $31,311.26 | 8.57% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,450 | $161,676 | $210,871.5 | $49,195.5 | 30.43% |
Darren Tapley New England Capital Financial Advisors LLC | 528 | $39,394.08 | $45,444.96 | $6,050.88 | 15.36% |
Paul L. Moffat Arista Wealth Management LLC | 2,739 | $214,217.3 | $235,745.73 | $21,528.43 | 10.05% |
David Bach River Street Advisors LLC | 5,240 | $409,821 | $451,006.8 | $41,185.8 | 10.05% |
Moises Valladares Insigneo Advisory Services LLC | 5,896 | $533,352 | $540,073.6 | $6,721.6 | 1.26% |
David Smith Linden Thomas Advisory Services LLC | 11,130 | $891,272.36 | $957,959.1 | $66,686.74 | 7.48% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 200 | $16,016 | $17,214 | $1,198 | 7.48% |
Paul B. Ordonio Park Place Capital Corp. | 172 | $14,198.88 | $15,755.2 | $1,556.32 | 10.96% |
Kevin Kroskey True Wealth Design LLC | 386 | $29,846.21 | $33,223.02 | $3,376.81 | 11.31% |
Nicholas Brown Granite Harbor Advisors Inc. | 4,488 | $337,572.88 | $386,282.16 | $48,709.28 | 14.43% |
Johnathan Kasting DDFG Inc. | 3,300 | $246,213.15 | $284,031 | $37,817.85 | 15.36% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 4,847 | $438,460 | $443,985.2 | $5,525.2 | 1.26% |
| AW Ariel Weisbard Values Added Financial LLC | 9,654 | $903,699.71 | $830,919.78 | -$72,779.93 | -8.05% |
Jacob Going Alpine Bank Wealth Management | 450 | $40,707 | $40,374 | -$333 | -0.82% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 624 | $55,839.57 | $53,707.68 | -$2,131.89 | -3.82% |
Brett Pohl Invera Wealth Advisors, LLC | 11,555 | $908,934.54 | $994,538.85 | $85,604.31 | 9.42% |