| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 3,068 | $428,384.84 | $295,985.3 | -$132,399.54 | -30.91% |
Bree Pate Olisti Co. Wealth LLC | 200 | $7,380 | $18,302 | $10,922 | 147.99% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 34,919 | $1.42M | $3.17M | $1.74M | 122.27% |
Timothy J. Videnka Forza Wealth Management LLC | 17,631 | $489,882.14 | $1.61M | $1.12M | 228.77% |
Kevin Gray Lodestar Private Asset Management LLC | 21,278 | $939,849.23 | $1.95M | $1.01M | 107.27% |
Amy Ardeel Icon Wealth Advisors LLC | 24,507 | $491,365.35 | $2.24M | $1.75M | 355.46% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 249,363 | $31.34M | $23.78M | -$7.56M | -24.11% |
Crystal McKeon TSA Wealth Managment LLC | 2,206 | $308,024 | $210,386.22 | -$97,637.78 | -31.7% |
Ashley Goggins Hidden Cove Wealth Management LLC | 5,112 | $713,790 | $478,943.28 | -$234,846.72 | -32.9% |
Dean Pelos Commonwealth Retirement Investments LLC | 150 | $21,009 | $13,701 | -$7,308 | -34.79% |
Andy Peters Goldstein Advisors LLC | 1,916 | $230,361 | $182,728.92 | -$47,632.08 | -20.68% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 7,934 | $249,120.58 | $726,119.68 | $476,999.1 | 191.47% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 5,180 | $232,271.05 | $482,776 | $250,504.95 | 107.85% |
Bepin Serraj Richard W. Paul & Associates LLC | 66 | $2,214.25 | $6,047.58 | $3,833.33 | 173.12% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 9,305 | $1.25M | $851,593.6 | -$393,457.93 | -31.6% |
Jeffrey Hanson Breakwater Capital Group | 9,992 | $372,309.03 | $912,669.28 | $540,360.25 | 145.14% |
Kyle Kelley Family Capital Management Inc. | 2,335 | $326,106 | $222,688.95 | -$103,417.05 | -31.71% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 842 | $57,778.77 | $76,638.84 | $18,860.07 | 32.64% |
Salvatore Cocivera Cora Capital Advisors LLC | 2,672 | $373,062 | $248,308.96 | -$124,753.04 | -33.44% |
Justin Halverson Great Waters Wealth Management | 2,793 | $389,930.95 | $261,787.89 | -$128,143.06 | -32.86% |