| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 52 | $14,545.58 | $12,227.8 | -$2,317.78 | -15.93% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 977 | $274,742.16 | $218,506.04 | -$56,236.12 | -20.47% |
Ashley Goggins Hidden Cove Wealth Management LLC | 727 | $204,440 | $162,593.54 | -$41,846.46 | -20.47% |
Dean Pelos Commonwealth Retirement Investments LLC | 2,212 | $497,920.26 | $494,713.78 | -$3,206.48 | -0.64% |
Andy Peters Goldstein Advisors LLC | 2,052 | $480,924.77 | $458,929.78 | -$21,994.99 | -4.57% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 19,052 | $2.73M | $4.26M | $1.53M | 55.98% |
Robin Sherwood HTG Investment Advisors Inc. | 3,623 | $789,964.32 | $843,217.02 | $53,252.7 | 6.74% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 16,543 | $2.92M | $3.7M | $780,402.49 | 26.73% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 5,008 | $785,147.31 | $1.12M | $334,891.84 | 42.65% |
Jeffrey Hanson Breakwater Capital Group | 4,269 | $840,989.62 | $954,761.81 | $113,772.19 | 13.53% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 347 | $51,626.77 | $77,606.55 | $25,979.78 | 50.32% |
Jesse Ellington Dover Advisors LLC | 7,717 | $1.68M | $1.83M | $151,910.74 | 9.05% |
Darren Tapley New England Capital Financial Advisors LLC | 270 | $46,967.04 | $60,385.5 | $13,418.46 | 28.57% |
Walter J. West Milestone Asset Management LLC | 11,240 | $2.89M | $2.51M | -$372,778.86 | -12.91% |
Helen Semus Semus Wealth Partners LLC | 1,440 | $395,890.38 | $340,286.4 | -$55,603.98 | -14.05% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 3,365 | $816,831.3 | $752,582.22 | -$64,249.08 | -7.87% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 4,341 | $824,016.01 | $970,864.61 | $146,848.6 | 17.82% |
Neil Christ Oak Hill Wealth Advisors LLC | 5,394 | $1.27M | $1.21M | -$67,433.37 | -5.29% |
Moises Valladares Insigneo Advisory Services LLC | 82,135 | $22.44M | $19.25M | -$3.19M | -14.23% |
John Canning Mi LLCreek Capital Advisors LLC | 1,126 | $234,350.58 | $251,829.89 | $17,479.31 | 7.46% |