| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bree Pate Olisti Co. Wealth LLC | 1,229 | $230,502.61 | $159,524.2 | -$70,978.41 | -30.79% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 36,716 | $6.85M | $4.71M | -$2.14M | -31.22% |
Joseph Gentili Riverview Capital Advisers LLC | 2,966 | $746,125.52 | $397,236.38 | -$348,889.14 | -46.76% |
Timothy J. Videnka Forza Wealth Management LLC | 2,364 | $370,256.4 | $306,823.56 | -$63,432.84 | -17.13% |
Kevin Gray Lodestar Private Asset Management LLC | 4,825 | $505,091.86 | $628,215 | $123,123.14 | 24.38% |
Amy Ardeel Icon Wealth Advisors LLC | 20,716 | $3.27M | $2.69M | -$581,007.07 | -17.79% |
John J. Edwards Breed's Hi LLCapital LLC | 6,163 | $773,997.25 | $813,947.41 | $39,950.16 | 5.16% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 95,749 | $14.03M | $12.87M | -$1.16M | -8.26% |
Dean Pelos Commonwealth Retirement Investments LLC | 668 | $97,926 | $86,596.18 | -$11,329.82 | -11.57% |
Matthew Keyes Heritage Wealth Partners LLC | 2,652 | $415,041.01 | $354,201.12 | -$60,839.89 | -14.66% |
Andy Peters Goldstein Advisors LLC | 3,242 | $566,525.36 | $435,951.74 | -$130,573.62 | -23.05% |
Robin Sherwood HTG Investment Advisors Inc. | 2,823 | $309,930.68 | $378,084.39 | $68,153.71 | 21.99% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 2,687 | $393,780 | $353,918.2 | -$39,861.8 | -10.12% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,522 | $371,011.06 | $326,548.56 | -$44,462.5 | -11.98% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,876 | $463,365.31 | $373,049.12 | -$90,316.19 | -19.49% |
Jeffrey Hanson Breakwater Capital Group | 25,984 | $3.15M | $3.37M | $224,543.59 | 7.13% |
Kyle Kelley Family Capital Management Inc. | 1,794 | $366,192.03 | $241,194.33 | -$124,997.7 | -34.13% |
Nathan Blair Palo Alto Wealth Advisors LLC | 1,241 | $123,032.69 | $165,536.99 | $42,504.3 | 34.55% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 600 | $102,234.37 | $77,478 | -$24,756.37 | -24.22% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 4,064 | $359,350.09 | $546,384.48 | $187,034.39 | 52.05% |