| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 1,054 | $313,976.07 | $226,277.99 | -$87,698.08 | -27.93% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 29 | $2,872.45 | $6,225.86 | $3,353.41 | 116.74% |
Andy Peters Goldstein Advisors LLC | 979 | $291,634 | $183,621.24 | -$108,012.76 | -37.04% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 20,570 | $1.38M | $3.86M | $2.48M | 179.7% |
Jeffrey Hanson Breakwater Capital Group | 8,813 | $578,763.26 | $1.65M | $1.07M | 185.6% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 770 | $229,376 | $144,421.2 | -$84,954.8 | -37.04% |
Walter J. West Milestone Asset Management LLC | 3,097 | $260,364.92 | $580,873.32 | $320,508.4 | 123.1% |
Lydia Moore MRP Capital Investments LLC | 100 | $8,498 | $21,869 | $13,371 | 157.34% |
Moises Valladares Insigneo Advisory Services LLC | 4,271 | $334,686.54 | $801,068.76 | $466,382.22 | 139.35% |
| NH Nathaniel Holden Core Wealth Partners LLC | 5,491 | $420,930.09 | $1.03M | $608,961.87 | 144.67% |
David Stevens Stevens Capital Partners | 709 | $211,333 | $155,051.21 | -$56,281.79 | -26.63% |
Scott Highmark Mosaic Family Wealth Partners LLC | 8,539 | $2.54M | $1.83M | -$710,265.79 | -27.93% |
Ashley Buboltz Moran Wealth Management LLC | 82,156 | $24.47M | $17.64M | -$6.84M | -27.93% |
David Smith Linden Thomas Advisory Services LLC | 8,781 | $539,195.83 | $1.65M | $1.11M | 205.45% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 12 | $3,606 | $2,250.72 | -$1,355.28 | -37.58% |
Paul B. Ordonio Park Place Capital Corp. | 19 | $1,597.33 | $3,563.64 | $1,966.31 | 123.1% |
Roland Vetter West Tower Group LLC | 1,000 | $297,890 | $187,560 | -$110,330 | -37.04% |
Sheila J. Lindsay Bensler LLC | 2,903 | $425,117.81 | $544,486.68 | $119,368.87 | 28.08% |
Kevin Kroskey True Wealth Design LLC | 575 | $43,687.45 | $107,847 | $64,159.55 | 146.86% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 2,515 | $249,110.75 | $471,713.4 | $222,602.65 | 89.36% |