| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Hart Phillips Wealth Planners LLC | 3,752 | $352,237.84 | $415,383.92 | $63,146.08 | 17.93% |
Timothy J. Videnka Forza Wealth Management LLC | 5,736 | $662,075.56 | $635,577.48 | -$26,498.08 | -4% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 12 | $1,105.44 | $1,329.36 | $223.92 | 20.26% |
Dean Pelos Commonwealth Retirement Investments LLC | 18,108 | $2.04M | $2M | -$48,929.52 | -2.39% |
Bepin Serraj Richard W. Paul & Associates LLC | 291 | $29,400.76 | $32,120.58 | $2,719.82 | 9.25% |
Darren Tapley New England Capital Financial Advisors LLC | 49 | $5,911.72 | $5,393.92 | -$517.8 | -8.76% |
Paul L. Moffat Arista Wealth Management LLC | 7,464 | $1.09M | $822,570.12 | -$263,143.55 | -24.24% |
Neil Christ Oak Hill Wealth Advisors LLC | 1,840 | $258,005 | $203,448.8 | -$54,556.2 | -21.15% |
Moises Valladares Insigneo Advisory Services LLC | 3,248 | $376,717.05 | $361,372.48 | -$15,344.57 | -4.07% |
Michael Radoff LGT Financial Advisors LLC | 537 | $62,366.38 | $59,440.53 | -$2,925.85 | -4.69% |
Scott Highmark Mosaic Family Wealth Partners LLC | 14,546 | $1.43M | $1.6M | $171,924.9 | 12.02% |
| KLM Kate L. Miller STAR Financial Bank | 2,560 | $296,309.41 | $283,558.4 | -$12,751.01 | -4.3% |
| LK Lenny Kisin Applied Capital LLC/FL | 9,325 | $1.04M | $1.04M | $2,184.94 | 0.21% |
Andrew Lewis Genesis Private Wealth LLC | 3,272 | $301,416.33 | $361,619.15 | $60,202.82 | 19.97% |
Richard W. Lowrie Park Edge Advisors LLC | 2,210 | $255,388 | $244,359.7 | -$11,028.3 | -4.32% |
David Smith Linden Thomas Advisory Services LLC | 28,963 | $3.73M | $3.18M | -$541,502.55 | -14.53% |
Ira Ravitz Beverly Hills Private Wealth LLC | 3,723 | $416,492.01 | $410,386.29 | -$6,105.72 | -1.47% |
Vickie Chrisman LMG Wealth Partners LLC | 13,886 | $1.61M | $1.53M | -$78,425.58 | -4.87% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 102 | $9,589.33 | $11,345.97 | $1,756.64 | 18.32% |
Paul B. Ordonio Park Place Capital Corp. | 7,768 | $783,713.08 | $871,220.04 | $87,506.96 | 11.17% |