| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4 | $421.28 | $416.28 | -$5 | -1.19% |
Dean Pelos Commonwealth Retirement Investments LLC | 2,716 | $306,130.6 | $284,582.48 | -$21,548.12 | -7.04% |
Andy Peters Goldstein Advisors LLC | 2,613 | $255,575.24 | $271,934.91 | $16,359.67 | 6.4% |
Bepin Serraj Richard W. Paul & Associates LLC | 159 | $20,596.88 | $16,630.6 | -$3,966.28 | -19.26% |
Jeffrey Hanson Breakwater Capital Group | 6,234 | $630,659.74 | $653,977.77 | $23,318.03 | 3.7% |
Darren Tapley New England Capital Financial Advisors LLC | 77 | $10,364.7 | $8,072.29 | -$2,292.41 | -22.12% |
Kelly Christopher Significant Wealth Partners LLC | 2,100 | $230,528 | $218,547 | -$11,981 | -5.2% |
Paul L. Moffat Arista Wealth Management LLC | 2,169 | $279,627.57 | $227,267.82 | -$52,359.75 | -18.72% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 3,736 | $488,946.3 | $394,969.92 | -$93,976.38 | -19.22% |
Neil Christ Oak Hill Wealth Advisors LLC | 1,810 | $237,168.14 | $190,312.45 | -$46,855.69 | -19.76% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 5,045 | $547,144.89 | $520,932.57 | -$26,212.32 | -4.79% |
Moises Valladares Insigneo Advisory Services LLC | 2,394 | $262,742 | $252,423.36 | -$10,318.64 | -3.93% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,884 | $523,409.43 | $408,946.36 | -$114,463.07 | -21.87% |
Michael Radoff LGT Financial Advisors LLC | 638 | $86,141.22 | $67,264.34 | -$18,876.88 | -21.91% |
| TAL TFB Advisors LLC TFB Advisors LLC | 2,067 | $226,895 | $217,634.43 | -$9,260.57 | -4.08% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,029 | $224,821 | $212,578.33 | -$12,242.67 | -5.45% |
Andrew Lewis Genesis Private Wealth LLC | 2,904 | $280,149.21 | $305,762.16 | $25,612.95 | 9.14% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 7,054 | $774,318 | $738,236.37 | -$36,081.63 | -4.66% |
Ira Ravitz Beverly Hills Private Wealth LLC | 2,765 | $373,655.59 | $290,186.75 | -$83,468.84 | -22.34% |
Vickie Chrisman LMG Wealth Partners LLC | 11,848 | $1.44M | $1.25M | -$193,734.12 | -13.43% |