| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 3,710 | $343,299.9 | $261,814.7 | -$81,485.2 | -23.74% |
Asio Capital Asio Capital LLC | 78,976 | $2.94M | $5.74M | $2.8M | 95.48% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 28,685 | $1.54M | $2.02M | $483,653.02 | 31.39% |
Daniel Russell Naviter Wealth LLC | 36,495 | $2.01M | $2.58M | $564,604.31 | 28.08% |
| RR rosemary richard WCG Wealth Advisors LLC | 248,866 | $22.53M | $17.56M | -$4.96M | -22.03% |
| YA Yinka Akinsola Blue Trust Inc. | 20,084 | $2.09M | $1.46M | -$622,870.19 | -29.86% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 130,493 | $12.08M | $9.21M | -$2.87M | -23.77% |
Richard Zito Flynn Zito Capital Management LLC | 7,423 | $605,992.79 | $523,024.58 | -$82,968.21 | -13.69% |
Loraine Ell Better Money Decisions LLC | 6,690 | $243,296.5 | $487,299.6 | $244,003.1 | 100.29% |
Jeff Ameen Spire Wealth Management | 177,664 | $13.68M | $12.9M | -$782,140.59 | -5.72% |
Drew Waldron Canvas Wealth Advisors LLC | 6,635 | $673,785.13 | $468,231.95 | -$205,553.18 | -30.51% |
Michelle Dubey Yousif Capital Management LLC | 409,720 | $24.55M | $29.75M | $5.2M | 21.17% |
Daren Blonski Fermata Advisors LLC | 3,561 | $316,677.32 | $251,299.77 | -$65,377.55 | -20.64% |
| AL Acas LLC Acas LLC | 3,780 | $109,209.8 | $275,477.71 | $166,267.91 | 152.25% |
Cole Holmlund Alaethes Wealth LLC | 17,865 | $917,037.65 | $1.3M | $381,658.52 | 41.62% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 5,336 | $381,898 | $388,247.36 | $6,349.36 | 1.66% |
Jason Kaplan Howard Capital Management Group LLC | 2,013 | $210,178.69 | $142,057.41 | -$68,121.28 | -32.41% |
Rajesh Chelapurath Ceera Investments LLC | 2,816 | $270,758.4 | $204,934.4 | -$65,824 | -24.31% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 19,229 | $1.66M | $1.4M | -$262,853.71 | -15.8% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 32,437 | $3.09M | $2.37M | -$725,982.61 | -23.47% |