| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sue Oleari Trifecta Capital Advisors LLC | 20 | $2,431 | $3,656.4 | $1,225.4 | 50.41% |
Amy Hart Phillips Wealth Planners LLC | 2,030 | $186,601.66 | $371,124.62 | $184,522.96 | 98.89% |
Bree Pate Olisti Co. Wealth LLC | 658 | $79,509.43 | $120,295.57 | $40,786.14 | 51.3% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 41,230 | $3.03M | $7.54M | $4.51M | 148.73% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 670 | $202,146 | $122,489.41 | -$79,656.59 | -39.41% |
Timothy J. Videnka Forza Wealth Management LLC | 1,300 | $392,223 | $237,666.01 | -$154,556.99 | -39.41% |
Amy Ardeel Icon Wealth Advisors LLC | 3,233 | $779,252.78 | $631,889.85 | -$147,362.93 | -18.91% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 35,661 | $7.97M | $6.97M | -$1M | -12.58% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 450 | $66,258.9 | $82,269 | $16,010.1 | 24.16% |
Ashley Goggins Hidden Cove Wealth Management LLC | 942 | $284,211 | $172,216.45 | -$111,994.55 | -39.41% |
Dean Pelos Commonwealth Retirement Investments LLC | 9,980 | $457,772.62 | $1.82M | $1.37M | 298.57% |
Andy Peters Goldstein Advisors LLC | 2,810 | $308,581.51 | $513,724.23 | $205,142.72 | 66.48% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1,696 | $212,564.84 | $310,062.74 | $97,497.9 | 45.87% |
Jeffrey Hanson Breakwater Capital Group | 1,060 | $319,813 | $193,789.21 | -$126,023.79 | -39.41% |
Salvatore Cocivera Cora Capital Advisors LLC | 731 | $220,550 | $133,641.43 | -$86,908.57 | -39.41% |
Jesse Ellington Dover Advisors LLC | 33,510 | $1.84M | $6.13M | $4.28M | 232.47% |
David Bach River Street Advisors LLC | 20,336 | $944,888.25 | $3.72M | $2.77M | 293.47% |
Moises Valladares Insigneo Advisory Services LLC | 3,700 | $397,899.2 | $676,434.04 | $278,534.84 | 70% |
| TAL TFB Advisors LLC TFB Advisors LLC | 2,385 | $176,810.13 | $465,611.62 | $288,801.49 | 163.34% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,555 | $1.68M | $1.09M | -$590,113.25 | -35.21% |