| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John J. Edwards Breed's Hi LLCapital LLC | 1,771 | $684,526.33 | $587,901.14 | -$96,625.19 | -14.12% |
| DW Donald Windle Windle Wealth LLC | 2,712 | $854,664.73 | $900,275.49 | $45,610.76 | 5.34% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,086 | $420,468.38 | $360,508.55 | -$59,959.83 | -14.26% |
Ashley Goggins Hidden Cove Wealth Management LLC | 1,583 | $605,817.54 | $525,492.66 | -$80,324.88 | -13.26% |
Dean Pelos Commonwealth Retirement Investments LLC | 25,069 | $8.34M | $8.32M | -$14,671.47 | -0.18% |
Matthew Keyes Heritage Wealth Partners LLC | 728 | $252,676.06 | $241,666.87 | -$11,009.19 | -4.36% |
Andy Peters Goldstein Advisors LLC | 2,486 | $847,431.17 | $825,252.54 | -$22,178.63 | -2.62% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 1,572 | $554,413 | $521,841.1 | -$32,571.9 | -5.88% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 618 | $203,254.02 | $205,151.27 | $1,897.25 | 0.93% |
Bepin Serraj Richard W. Paul & Associates LLC | 4,440 | $1.47M | $1.58M | $113,248.69 | 7.73% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,389 | $796,071.91 | $793,052.42 | -$3,019.49 | -0.38% |
Jeffrey Hanson Breakwater Capital Group | 4,994 | $1.62M | $1.66M | $36,705.39 | 2.26% |
Kyle Kelley Family Capital Management Inc. | 918 | $331,848.03 | $304,739.27 | -$27,108.76 | -8.17% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 201 | $66,908.66 | $66,723.96 | -$184.7 | -0.28% |
Salvatore Cocivera Cora Capital Advisors LLC | 2,872 | $1.04M | $953,389.09 | -$87,128.72 | -8.37% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 1,332 | $546,177.33 | $442,170.71 | -$104,006.62 | -19.04% |
Justin Halverson Great Waters Wealth Management | 1,110 | $360,042.1 | $368,475.59 | $8,433.49 | 2.34% |
Jesse Ellington Dover Advisors LLC | 6,726 | $2.54M | $2.39M | -$144,100.14 | -5.68% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 27,194 | $8.66M | $9.03M | $366,747.4 | 4.23% |
Darren Tapley New England Capital Financial Advisors LLC | 1,130 | $377,504.83 | $375,114.79 | -$2,390.04 | -0.63% |