| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Highline Wealth Partners LLC Highline Wealth Partners LLC | 2,168 | $29,692.75 | $108,465.04 | $78,772.29 | 265.29% |
Tim Rowsey Lighthouse Wealth Management Inc. | 4,271 | $225,338 | $212,589.02 | -$12,748.98 | -5.66% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 129 | $9,549 | $6,244.89 | -$3,304.11 | -34.6% |
Jefferson H. West Legacy Investment Solutions LLC | 2,129 | $131,740.09 | $104,108.1 | -$27,631.99 | -20.97% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 700 | $60,949.06 | $34,230 | -$26,719.06 | -43.84% |
Stephen A. Greco Pandora Wealth Inc. | 1,600 | $104,272.33 | $77,456 | -$26,816.33 | -25.72% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 5,000 | $448,850 | $242,050 | -$206,800 | -46.07% |
VestGen Advisors LLC VestGen Advisors LLC | 16,176 | $1.29M | $794,079.84 | -$497,311.44 | -38.51% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 327 | $29,354.79 | $16,052.43 | -$13,302.36 | -45.32% |
Westmount Partners LLC Westmount Partners LLC | 7,764 | $499,290.58 | $381,134.76 | -$118,155.82 | -23.66% |
| EJK Edward J. King Graney & King LLC | 100 | $7,402 | $4,909 | -$2,493 | -33.68% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,450 | $107,329 | $72,050.5 | -$35,278.5 | -32.87% |
| MP Marcus Pimentel SLT Holdings LLC | 124,037 | $9.22M | $6.16M | -$3.05M | -33.12% |
| WAL Wilmar Advisors LLC Wilmar Advisors LLC | 2,200 | $150,392 | $107,998 | -$42,394 | -28.19% |
| JB Joshalyn Baca TigerOak Management LLC | 36,132 | $2.67M | $1.77M | -$900,770.31 | -33.68% |
| MK Matthew Klein Matauro LLC | 10,665 | $789,423.37 | $522,265.05 | -$267,158.32 | -33.84% |
| AH Amanda Holloway Illumine Investment Management LLC | 26,951 | $1.99M | $1.32M | -$675,122.16 | -33.84% |
Citrine Capital LLC Citrine Capital LLC | 101,811 | $7.54M | $4.99M | -$2.55M | -33.84% |
| FLP Financial Life Planners Financial Life Planners | 224 | $11,819 | $10,969.28 | -$849.72 | -7.19% |
| SC Stacey Cole Haven Private LLC | 73,162 | $5.39M | $3.58M | -$1.81M | -33.57% |