| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 17,727 | $2.18M | $2.89M | $711,029.97 | 32.61% |
Sincerus Advisory LLC Sincerus Advisory LLC | 1,214 | $245,107 | $190,719.41 | -$54,387.59 | -22.19% |
Allyson Mickool Florida Financial Advisors LLC | 1,909 | $256,600.67 | $316,970.35 | $60,369.68 | 23.53% |
| EJK Edward J. King Graney & King LLC | 8 | $984 | $1,328.32 | $344.32 | 34.99% |
| RL Rajendra Lachman Berbice Capital Management LLC | 2,000 | $315,883.5 | $314,200.02 | -$1,683.48 | -0.53% |
Bryan Molinar Atlas Legacy Advisors LLC | 1,821 | $353,929 | $286,079.12 | -$67,849.88 | -19.17% |
| CW Chung Wu Chung Wu Investment Group LLC | 1,900 | $383,610 | $298,490.02 | -$85,119.98 | -22.19% |
| SID Sava Infond d.o.o. Sava Infond d.o.o. | 225 | $45,428 | $35,347.5 | -$10,080.5 | -22.19% |
Yuen Man Lee Persistent Asset Partners Ltd. | 344 | $69,454 | $57,117.76 | -$12,336.24 | -17.76% |
Navigoe LLC Navigoe LLC | 552 | $67,901.52 | $86,719.21 | $18,817.69 | 27.71% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 1,000 | $201,900 | $157,100.01 | -$44,799.99 | -22.19% |
| RFL Rossby Financial LLC Rossby Financial LLC | 375 | $47,333 | $58,912.5 | $11,579.5 | 24.46% |
| DR Don Ruffin Park Square Financial Group LLC | 52 | $10,499 | $8,169.2 | -$2,329.8 | -22.19% |
| CWM Copia Wealth Management Copia Wealth Management | 5,850 | $693,070.62 | $1.08M | $389,764.38 | 56.24% |
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 3,340 | $410,801.07 | $524,714.03 | $113,912.96 | 27.73% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 72 | $9,620.36 | $11,311.2 | $1,690.84 | 17.58% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 1,480 | $130,911.2 | $232,508.01 | $101,596.81 | 77.61% |
Bryce Maxwell Westerkirk Capital Inc. | 141,667 | $14.04M | $23.52M | $9.48M | 67.48% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 147 | $29,679 | $24,407.88 | -$5,271.12 | -17.76% |
| PCL Payne Capital LLC Payne Capital LLC | 12,325 | $1.52M | $2.01M | $488,281.7 | 32.08% |