| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Collin Randall Randall & Associates Wealth Management | 833 | $596,184.03 | $518,942.34 | -$77,241.69 | -12.96% |
Tammy Trenta FF Advisors,LLC | 2,254 | $873,412.98 | $1.4M | $530,783.94 | 60.77% |
Seth Hodes Able Wealth Management LLC | 634 | $407,614.94 | $394,969.32 | -$12,645.62 | -3.1% |
Kevin Kuhn Kuhn & Co Investment Counsel | 1,541 | $896,408.76 | $960,012.18 | $63,603.42 | 7.09% |
Brian Distler Lakeridge Wealth Management LLC | 1,136 | $636,224.03 | $707,705.28 | $71,481.25 | 11.23% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 532 | $330,117.27 | $331,425.36 | $1,308.09 | 0.4% |
Corey Saft Sivia Capital Partners, LLC | 8,124 | $4.24M | $5.06M | $825,564.93 | 19.49% |
Brandon Hobson Silver Coast Investments LLC | 594 | $231,701.99 | $370,050.12 | $138,348.13 | 59.71% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 609 | $319,088.41 | $379,394.82 | $60,306.41 | 18.9% |
Lynda Bartsch Chaney Capital Management, Inc. | 2,242 | $1.63M | $1.4M | -$235,806.34 | -14.44% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,976 | $734,397.24 | $1.23M | $496,611.24 | 67.62% |
| STY Samer T. Yaghnam Unisphere Establishment | 216,200 | $136.03M | $134.69M | -$1.34M | -0.98% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 2,775 | $1.17M | $1.73M | $558,757.76 | 47.76% |
Angela Pompian Sunpointe, LLC | 2,993 | $1.22M | $1.86M | $640,713.83 | 52.35% |
D. Garet Strange Hobbs Group Advisors, LLC | 625 | $460,317.95 | $389,362.5 | -$70,955.45 | -15.41% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 1,614 | $980,975.13 | $1.01M | $24,514.59 | 2.5% |
Kyle Jones Pineridge Advisors LLC | 98 | $51,137.75 | $61,052.04 | $9,914.29 | 19.39% |
Michael Koch Counterweight Ventures, LLC | 3,191 | $2.19M | $1.99M | -$198,776.73 | -9.09% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 397 | $282,950.08 | $247,323.06 | -$35,627.02 | -12.59% |
Jay S. Arce Taylor Financial Group, Inc. | 703 | $371,972 | $437,954.94 | $65,982.94 | 17.74% |