| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Stulic Astoria Portfolio Advisors LLC | 4,462 | $771,147.83 | $778,529.76 | $7,381.93 | 0.96% |
David W. Chenet Presidio Capital Management LLC | 116,384 | $14.84M | $19.9M | $5.06M | 34.06% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 960 | $184,080.8 | $164,203.2 | -$19,877.6 | -10.8% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,161 | $384,089.51 | $566,609.25 | $182,519.74 | 47.52% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 840 | $129,543.78 | $146,563.2 | $17,019.42 | 13.14% |
Mark Mowrey Signature Resources Capital Management LLC | 63 | $6,604.54 | $10,643.22 | $4,038.68 | 61.15% |
Rachel Faulk Cape Investment Advisory Inc. | 589 | $105,283.83 | $101,372.79 | -$3,911.04 | -3.71% |
Mariana Coli Dunhill Financial LLC | 25,386 | $3.71M | $4.37M | $661,568.36 | 17.84% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 12 | $1,964 | $2,048.67 | $84.67 | 4.31% |
Victoria Latham Fiduciary Alliance LLC | 55,238 | $8.36M | $9.64M | $1.28M | 15.35% |
Loni Adams Daymark Wealth Partners LLC | 18,262 | $2.96M | $3.12M | $154,209.9 | 5.21% |
Jessica Thayer Unique Wealth LLC | 5,194 | $928,539.02 | $931,024.5 | $2,485.48 | 0.27% |
Michael Snyder Beaumont Financial Advisors LLC | 1,109 | $212,651 | $193,498.32 | -$19,152.68 | -9.01% |
Belena Vincetti Fortis Capital Advisors LLC | 1,678 | $321,757 | $292,777.44 | -$28,979.56 | -9.01% |
Jeffrey D. Munjack JDM Financial Group LLC | 206 | $39,500.5 | $35,942.88 | -$3,557.62 | -9.01% |
Marc White Clarendon Private LLC | 1,539 | $214,817.52 | $268,586.28 | $53,768.76 | 25.03% |
Stephen Smith Kestra Investment Management LLC | 2,742 | $525,769 | $478,424.16 | -$47,344.84 | -9% |
Amy Ardeel Icon Wealth Advisors LLC | 1,507 | $171,848.1 | $262,941.36 | $91,093.26 | 53.01% |
Bepin Serraj Richard W. Paul & Associates LLC | 5 | $526.11 | $872.4 | $346.29 | 65.82% |
Moises Valladares Insigneo Advisory Services LLC | 23,521 | $4.43M | $4.02M | -$412,194.7 | -9.3% |