| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 656 | $200,230.39 | $159,867.2 | -$40,363.19 | -20.16% |
Victoria Latham Fiduciary Alliance LLC | 3,092 | $768,895.16 | $753,783.22 | -$15,111.94 | -1.97% |
Loni Adams Daymark Wealth Partners LLC | 28,281 | $5.89M | $6.94M | $1.05M | 17.8% |
Brian Matter Creative Capital Management Investments LLC | 1,228 | $257,164.72 | $295,334 | $38,169.28 | 14.84% |
Michael Snyder Beaumont Financial Advisors LLC | 934 | $304,346.25 | $227,681.18 | -$76,665.07 | -25.19% |
Cornell P. Abod Beacon Investment Advisors LLC | 7,778 | $1.54M | $1.9M | $363,319 | 23.63% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,610 | $350,333.59 | $388,187.1 | $37,853.51 | 10.8% |
| BP Brett Pohl Kingdom Financial Group LLC | 57 | $16,751.12 | $13,988.08 | -$2,763.04 | -16.49% |
Sue Oleari Trifecta Capital Advisors LLC | 16,416 | $3.81M | $4M | $186,324.92 | 4.89% |
Scott Register Register Financial Advisors LLC | 1,177 | $406,062.93 | $286,717.2 | -$119,345.73 | -29.39% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,989 | $443,836.71 | $484,719.3 | $40,882.59 | 9.21% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,362 | $305,526.47 | $331,599.33 | $26,072.86 | 8.53% |
Timothy J. Videnka Forza Wealth Management LLC | 1,931 | $408,230.25 | $470,256.43 | $62,026.18 | 15.19% |
Amy Ardeel Icon Wealth Advisors LLC | 861 | $205,171.83 | $209,739.6 | $4,567.77 | 2.23% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2 | $690.3 | $481 | -$209.3 | -30.32% |
Dean Pelos Commonwealth Retirement Investments LLC | 1,463 | $305,253.82 | $356,481.89 | $51,228.07 | 16.78% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,115 | $233,832.69 | $271,825.85 | $37,993.16 | 16.25% |
Darren Tapley New England Capital Financial Advisors LLC | 300 | $87,303 | $73,080 | -$14,223 | -16.29% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 2,010 | $500,772.25 | $489,495.3 | -$11,276.95 | -2.25% |
Neil Christ Oak Hill Wealth Advisors LLC | 4,396 | $924,351.04 | $1.07M | $149,020.28 | 16.12% |