| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 6,197 | $642,354.33 | $536,412.32 | -$105,942.01 | -16.49% |
Brian Matter Creative Capital Management Investments LLC | 2,235 | $209,402.14 | $193,461.6 | -$15,940.54 | -7.61% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 2,130 | $213,596 | $184,372.8 | -$29,223.2 | -13.68% |
Belena Vincetti Fortis Capital Advisors LLC | 29,140 | $2.31M | $2.52M | $212,178.05 | 9.18% |
Sheryl Stephens Stephens Consulting LLC | 13,000 | $1.68M | $1.13M | -$554,341.5 | -33% |
Stephen Smith Kestra Investment Management LLC | 3,422 | $449,033.13 | $319,991.22 | -$129,041.91 | -28.74% |
Sue Oleari Trifecta Capital Advisors LLC | 37,585 | $5.23M | $3.25M | -$1.98M | -37.84% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 16,798 | $1.52M | $1.59M | $73,716.14 | 4.85% |
Amy Ardeel Icon Wealth Advisors LLC | 2,649 | $265,641.72 | $247,707.99 | -$17,933.73 | -6.75% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 29 | $2,009.74 | $2,711.79 | $702.05 | 34.93% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 8,384 | $741,084.86 | $725,719.04 | -$15,365.82 | -2.07% |
Andy Peters Goldstein Advisors LLC | 2,522 | $252,906 | $218,304.32 | -$34,601.68 | -13.68% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 2,787 | $279,480 | $241,242.72 | -$38,237.28 | -13.68% |
Moises Valladares Insigneo Advisory Services LLC | 10,234 | $1.4M | $977,961.04 | -$423,936.96 | -30.24% |
John Canning Mi LLCreek Capital Advisors LLC | 6,000 | $260,586.92 | $519,360 | $258,773.08 | 99.3% |
Michael Radoff LGT Financial Advisors LLC | 399 | $37,358 | $34,537.44 | -$2,820.56 | -7.55% |
| TAL TFB Advisors LLC TFB Advisors LLC | 5,867 | $379,070.23 | $548,623.17 | $169,552.94 | 44.73% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,860 | $186,521 | $175,546.8 | -$10,974.2 | -5.88% |
Paul B. Ordonio Park Place Capital Corp. | 24 | $3,316 | $2,293.44 | -$1,022.56 | -30.84% |
Kevin Kroskey True Wealth Design LLC | 628 | $23,399.4 | $54,359.68 | $30,960.28 | 132.31% |