| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 4,201 | $675,403.39 | $666,152.57 | -$9,250.82 | -1.37% |
Holly Skipper Verum Partners LLC | 2,035 | $319,387.51 | $324,297.6 | $4,910.09 | 1.54% |
| BP Brett Pohl Kingdom Financial Group LLC | 16 | $2,650.26 | $2,563.04 | -$87.22 | -3.29% |
Amy Hart Phillips Wealth Planners LLC | 4,123 | $563,342.71 | $658,772.94 | $95,430.23 | 16.94% |
Bree Pate Olisti Co. Wealth LLC | 86 | $13,929 | $13,644.76 | -$284.24 | -2.04% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,508 | $888,153.31 | $873,128.16 | -$15,025.15 | -1.69% |
Amy Ardeel Icon Wealth Advisors LLC | 4,599 | $772,039.59 | $729,631.35 | -$42,408.24 | -5.49% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,757 | $417,014.41 | $436,736.37 | $19,721.96 | 4.73% |
Jeffrey Hanson Breakwater Capital Group | 2,442 | $421,607.01 | $387,227.94 | -$34,379.07 | -8.15% |
Jesse Ellington Dover Advisors LLC | 5,283 | $865,423.52 | $843,615.85 | -$21,807.67 | -2.52% |
Paul L. Moffat Arista Wealth Management LLC | 7,438 | $1.36M | $1.18M | -$184,760.06 | -13.54% |
Moises Valladares Insigneo Advisory Services LLC | 1,954 | $265,756.5 | $313,724.47 | $47,967.97 | 18.05% |
Michael Radoff LGT Financial Advisors LLC | 42 | $7,402.71 | $6,704.88 | -$697.83 | -9.43% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,863 | $402,180.42 | $454,214.95 | $52,034.53 | 12.94% |
| LK Lenny Kisin Applied Capital LLC/FL | 5,087 | $584,505.95 | $804,712.53 | $220,206.58 | 37.67% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 107 | $16,829 | $17,176.71 | $347.71 | 2.07% |
Paul B. Ordonio Park Place Capital Corp. | 259 | $27,112.56 | $40,805.45 | $13,692.89 | 50.5% |
David D. Jones Applied Finance Capital Management LLC | 4,275 | $686,809.87 | $683,059.5 | -$3,750.37 | -0.55% |
Kevin Kroskey True Wealth Design LLC | 124 | $19,101.25 | $19,642.84 | $541.59 | 2.84% |
Jill Batley Gateway Wealth Partners LLC | 1,743 | $274,136.8 | $277,625.04 | $3,488.24 | 1.27% |