| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Goggins Hidden Cove Wealth Management LLC | 727 | $204,440 | $171,535.65 | -$32,904.35 | -16.09% |
Dean Pelos Commonwealth Retirement Investments LLC | 2,248 | $508,043.82 | $522,435.2 | $14,391.38 | 2.83% |
Andy Peters Goldstein Advisors LLC | 2,098 | $491,041.55 | $491,183.76 | $142.21 | 0.03% |
Robin Sherwood HTG Investment Advisors Inc. | 3,623 | $789,964.32 | $844,086.54 | $54,122.22 | 6.85% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 16,543 | $2.92M | $3.86M | $943,185.78 | 32.31% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 5,120 | $809,781.87 | $1.19M | $376,266.13 | 46.47% |
Jeffrey Hanson Breakwater Capital Group | 3,966 | $800,445.16 | $921,698.4 | $121,253.24 | 15.15% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 347 | $51,626.77 | $80,195.17 | $28,568.4 | 55.34% |
Jesse Ellington Dover Advisors LLC | 7,717 | $1.68M | $1.79M | $114,097.52 | 6.8% |
Darren Tapley New England Capital Financial Advisors LLC | 270 | $46,967.04 | $62,734.5 | $15,767.46 | 33.57% |
Walter J. West Milestone Asset Management LLC | 2,868 | $806,510.43 | $671,456.16 | -$135,054.27 | -16.75% |
Helen Semus Semus Wealth Partners LLC | 1,440 | $395,890.38 | $336,412.8 | -$59,477.58 | -15.02% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 3,365 | $816,831.3 | $781,521.25 | -$35,310.05 | -4.32% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 4,638 | $889,340.64 | $1.07M | $183,892.56 | 20.68% |
Neil Christ Oak Hill Wealth Advisors LLC | 5,394 | $1.27M | $1.26M | -$13,816.96 | -1.08% |
Moises Valladares Insigneo Advisory Services LLC | 82,135 | $22.44M | $19.01M | -$3.43M | -15.27% |
John Canning Mi LLCreek Capital Advisors LLC | 1,126 | $234,350.58 | $261,547.28 | $27,196.7 | 11.61% |
| NH Nathaniel Holden Core Wealth Partners LLC | 5,074 | $861,493.09 | $1.18M | $317,805.99 | 36.89% |
Dana Anspach Sensible Money LLC | 951 | $267,521 | $222,015.7 | -$45,505.3 | -17.01% |
Scott Highmark Mosaic Family Wealth Partners LLC | 8,452 | $2.22M | $1.96M | -$257,485.58 | -11.59% |