| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC Diane Collins Rovin Capital /UT/ /ADV | 6,285 | $539,838.87 | $1.09M | $547,874.65 | 101.49% |
Private Capital Private Capital Management | 15,300 | $1.61M | $2.63M | $1.02M | 63.27% |
Daniel Guy Ethos Financial Group LLC | 5,116 | $808,993.25 | $886,628.38 | $77,635.13 | 9.6% |
| MV Moises Valladares Insigneo Advisory Services LLC | 2,658 | $433,910.27 | $460,139.67 | $26,229.4 | 6.04% |
Alexandra Stickelman Root Financial Partners, LLC | 92 | $16,288.4 | $15,841.48 | -$446.92 | -2.74% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,531 | $536,924 | $783,500.52 | $246,576.52 | 45.92% |
| TGI Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 64,270 | $11.43M | $10.93M | -$506,447.6 | -4.43% |