| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 789 | $221,874.68 | $166,684.14 | -$55,190.54 | -24.87% |
Asio Capital Asio Capital LLC | 13,639 | $3.35M | $2.9M | -$446,925.87 | -13.35% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 1,014 | $169,866.72 | $216,068.2 | $46,201.48 | 27.2% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,727 | $652,267.94 | $581,082.82 | -$71,185.12 | -10.91% |
| MC Michael Corrigan Advocate Group LLC | 37,927 | $5.29M | $8.07M | $2.78M | 52.46% |
Christian McGill CFC Planning Co. LLC | 12,815 | $3.07M | $2.73M | -$334,596.68 | -10.92% |
Daniel Russell Naviter Wealth LLC | 8,445 | $1.38M | $1.8M | $419,976.26 | 30.44% |
| RR rosemary richard WCG Wealth Advisors LLC | 12,685 | $3.69M | $2.7M | -$982,482.75 | -26.66% |
| YA Yinka Akinsola Blue Trust Inc. | 20,636 | $3.65M | $4.39M | $734,428.58 | 20.11% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 26,022 | $5.59M | $5.53M | -$53,959.03 | -0.97% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 1,605 | $231,313.59 | $342,001.44 | $110,687.85 | 47.85% |
Jeff Ameen Spire Wealth Management | 12,416 | $1.74M | $2.7M | $953,269.11 | 54.73% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 1,467 | $351,979.63 | $312,485.66 | -$39,493.97 | -11.22% |
| MD Michelle Dubey Yousif Capital Management LLC | 131,183 | $17.56M | $27.71M | $10.14M | 57.74% |
| EB Eric Becker Guardian Wealth Advisors LLC | 1,368 | $216,449.36 | $291,500.29 | $75,050.93 | 34.67% |
Daren Blonski Fermata Advisors LLC | 1,327 | $339,379.24 | $282,053.85 | -$57,325.39 | -16.89% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 62,345 | $10.94M | $13.53M | $2.59M | 23.69% |
Jason Kaplan Howard Capital Management Group LLC | 3,766 | $622,094.1 | $795,379.2 | $173,285.1 | 27.86% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 6,663 | $946,107.52 | $1.42M | $473,677.9 | 50.07% |
Marc Trottier Coerente Capital Management | 1,750 | $435,155 | $372,898.77 | -$62,256.23 | -14.31% |