| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Smith Delos Wealth Advisors LLC | 4,193 | $761,120.69 | $982,755.34 | $221,634.65 | 29.12% |
Kevin B. Crawford JB Capital LLC | 3,984 | $607,088.73 | $891,021.56 | $283,932.83 | 46.77% |
Richard Slavik Newbridge Financial Services Group Inc. | 19,126 | $5.17M | $4.48M | -$687,534 | -13.3% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 1,200 | $231,638.62 | $268,379.99 | $36,741.37 | 15.86% |
| BO Brian Oliveira Clear Street Group Inc. | 326,538 | $91.83M | $77.06M | -$14.77M | -16.08% |
Kurt Van Dyken Lifeworks Advisors LLC | 27,336 | $5.34M | $6.41M | $1.07M | 20.03% |
| EJL Emery J. Levick US Asset Management LLC | 2,200 | $294,159.82 | $519,156 | $224,996.18 | 76.49% |
Kimberly Cappellano Private Wealth Asset Management LLC | 30,458 | $7.62M | $7.2M | -$423,880.69 | -5.56% |
Sima Elimelech Activest Wealth Management | 123 | $31,556.68 | $27,508.95 | -$4,047.73 | -12.83% |
Jodi Greenlund Financial Council LLC | 861 | $214,096.26 | $192,562.64 | -$21,533.62 | -10.06% |
Christina Forster Pazienza Guardian Partners Inc. | 604 | $169,851 | $135,084.59 | -$34,766.41 | -20.47% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 957 | $232,005.51 | $214,033.04 | -$17,972.47 | -7.75% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 41,468 | $5.98M | $9.27M | $3.29M | 54.96% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,851 | $901,962.88 | $861,276.11 | -$40,686.77 | -4.51% |
| EW Enzi Wealth Enzi Wealth | 1,288 | $286,945.11 | $288,061.19 | $1,116.08 | 0.39% |
| WB William Bromley Innova Wealth Partners | 2,408 | $682,354.6 | $538,549.18 | -$143,805.42 | -21.07% |
Robert Tutela Essex LLC | 9,788 | $1.42M | $2.19M | $768,648.95 | 54.11% |
Troy Winegarner Strong Tower Advisory Services | 14,076 | $3.96M | $3.15M | -$810,214.56 | -20.47% |
Brian Baylis Bell Investment Advisors Inc. | 773 | $159,825.74 | $183,417.44 | $23,591.7 | 14.76% |
Kalon Hoard Holland Advisory Services Inc. | 1,025 | $165,051.18 | $229,241.24 | $64,190.06 | 38.89% |