| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard Zito Flynn Zito Capital Management LLC | 7,423 | $605,992.79 | $532,303.33 | -$73,689.46 | -12.16% |
Loraine Ell Better Money Decisions LLC | 6,690 | $243,296.5 | $479,739.9 | $236,443.4 | 97.18% |
Jeff Ameen Spire Wealth Management | 177,664 | $13.68M | $12.74M | -$942,038.19 | -6.89% |
Drew Waldron Canvas Wealth Advisors LLC | 6,635 | $673,785.13 | $475,795.85 | -$197,989.28 | -29.38% |
Michelle Dubey Yousif Capital Management LLC | 439,958 | $26.37M | $31.55M | $5.18M | 19.63% |
Daren Blonski Fermata Advisors LLC | 3,452 | $309,093.1 | $247,542.92 | -$61,550.18 | -19.91% |
| AL Acas LLC Acas LLC | 3,780 | $109,209.8 | $271,063.8 | $161,854 | 148.2% |
Cole Holmlund Alaethes Wealth LLC | 17,725 | $907,041.65 | $1.27M | $364,018.1 | 40.13% |
Jason Kaplan Howard Capital Management Group LLC | 2,013 | $210,178.69 | $144,352.23 | -$65,826.46 | -31.32% |
Rajesh Chelapurath Ceera Investments LLC | 2,816 | $270,758.4 | $205,962.24 | -$64,796.16 | -23.93% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 19,229 | $1.66M | $1.41M | -$248,431.96 | -14.94% |
Donna Rittershausen Koss-Olinger Consulting LLC | 2,150 | $200,894.1 | $154,176.5 | -$46,717.6 | -23.25% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 31,831 | $3.05M | $2.28M | -$768,468.38 | -25.19% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 2,591 | $158,774.06 | $185,800.61 | $27,026.55 | 17.02% |
John Nowicki LCM Capital Management Inc. | 4,404 | $392,685.71 | $315,810.84 | -$76,874.87 | -19.58% |
Kyle P. Smith NewEdge Wealth LLC | 497,157 | $41.43M | $35.65M | -$5.78M | -13.95% |
John Ledford FWG Holdings LLC | 5,476 | $542,221.76 | $392,683.96 | -$149,537.8 | -27.58% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 10,874 | $644,106.56 | $779,774.54 | $135,667.98 | 21.06% |
Jessica Clark Caerus Investment Advisors LLC | 3,477 | $369,291.63 | $249,335.67 | -$119,955.96 | -32.48% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 4,865 | $280,351.35 | $348,869.15 | $68,517.8 | 24.44% |