| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Smith Kestra Investment Management LLC | 2,799 | $476,867.2 | $469,224.36 | -$7,642.84 | -1.6% |
Sue Oleari Trifecta Capital Advisors LLC | 20 | $2,431 | $3,352.8 | $921.8 | 37.92% |
Amy Hart Phillips Wealth Planners LLC | 1,648 | $151,487.46 | $276,270.72 | $124,783.26 | 82.37% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 689 | $207,878.18 | $115,428.17 | -$92,450.01 | -44.47% |
Bree Pate Olisti Co. Wealth LLC | 658 | $79,509.43 | $110,234.74 | $30,725.31 | 38.64% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 41,598 | $3.14M | $6.98M | $3.83M | 122.06% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 670 | $202,146 | $121,136 | -$81,010 | -40.07% |
Timothy J. Videnka Forza Wealth Management LLC | 1,300 | $392,223 | $235,469 | -$156,754 | -39.97% |
Amy Ardeel Icon Wealth Advisors LLC | 3,233 | $779,252.78 | $541,980.12 | -$237,272.66 | -30.45% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 35,661 | $7.97M | $5.98M | -$1.99M | -25.02% |
Ashley Goggins Hidden Cove Wealth Management LLC | 942 | $284,211 | $170,313.6 | -$113,897.4 | -40.07% |
Dean Pelos Commonwealth Retirement Investments LLC | 9,980 | $457,772.62 | $1.67M | $1.22M | 265.48% |
Andy Peters Goldstein Advisors LLC | 2,810 | $308,581.51 | $471,068.4 | $162,486.89 | 52.66% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1,696 | $212,564.84 | $306,636.8 | $94,071.96 | 44.26% |
Jeffrey Hanson Breakwater Capital Group | 1,060 | $319,813 | $177,698.4 | -$142,114.6 | -44.44% |
Salvatore Cocivera Cora Capital Advisors LLC | 731 | $220,550 | $122,544.84 | -$98,005.16 | -44.44% |
Jesse Ellington Dover Advisors LLC | 3,384 | $215,766.29 | $567,293.76 | $351,527.47 | 162.92% |
David Bach River Street Advisors LLC | 20,336 | $944,888.25 | $3.68M | $2.73M | 289.12% |
Moises Valladares Insigneo Advisory Services LLC | 3,055 | $340,141.38 | $512,327.78 | $172,186.4 | 50.62% |
David Stevens Stevens Capital Partners | 727 | $219,274 | $121,824.12 | -$97,449.88 | -44.44% |