| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Gray Lodestar Private Asset Management LLC | 317,168 | $14.41M | $14.5M | $91,981.54 | 0.64% |
Amy Ardeel Icon Wealth Advisors LLC | 1.03M | $46.54M | $46.92M | $381,361.4 | 0.82% |
| TT Thaddeus Toal RCS Financial Planning LLC | 27,868 | $1.3M | $1.27M | -$24,332.5 | -1.87% |
Crystal McKeon TSA Wealth Managment LLC | 249,885 | $11.47M | $11.43M | -$41,591.22 | -0.36% |
Matthew Keyes Heritage Wealth Partners LLC | 21,948 | $1.01M | $1M | -$7,594.17 | -0.75% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 77,064 | $3.49M | $3.52M | $31,988.56 | 0.92% |
Bepin Serraj Richard W. Paul & Associates LLC | 89,575 | $4.1M | $4.1M | -$2,881.74 | -0.07% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 7,433 | $344,329.82 | $339,613.77 | -$4,716.05 | -1.37% |
| WJW Walter J. West Milestone Asset Management LLC | 131,069 | $6.05M | $5.99M | -$65,556.39 | -1.08% |
| HS Helen Semus Semus Wealth Partners LLC | 12,863 | $602,018.24 | $588,276.44 | -$13,741.8 | -2.28% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 88,999 | $4.14M | $4.07M | -$65,707.31 | -1.59% |
| TAL TFB Advisors LLC TFB Advisors LLC | 8,539 | $379,754.08 | $390,701.94 | $10,947.86 | 2.88% |
| FFL Financial Freedom LLC Financial Freedom LLC | 966 | $44,606 | $44,199.33 | -$406.67 | -0.91% |
Andrew Lewis Genesis Private Wealth LLC | 81,159 | $3.78M | $3.71M | -$62,897.78 | -1.67% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 4,589 | $208,569.25 | $209,976.58 | $1,407.33 | 0.67% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 43,118 | $2.01M | $1.97M | -$39,967.89 | -1.99% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 104,054 | $4.84M | $4.76M | -$79,948.03 | -1.65% |
| SM Sarah Moore BOS Asset Management LLC | 82,755 | $3.8M | $3.79M | -$7,815.35 | -0.21% |
| SJL Sheila J. Lindsay Bensler LLC | 252,557 | $11.84M | $11.56M | -$281,549.36 | -2.38% |
Jill Batley Gateway Wealth Partners LLC | 495,031 | $22.76M | $22.65M | -$104,129.55 | -0.46% |