| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,158 | $736,671.37 | $895,175.82 | $158,504.45 | 21.52% |
Amy Ardeel Icon Wealth Advisors LLC | 6,719 | $1.68M | $1.44M | -$237,370.03 | -14.12% |
Jonathan Seed Seed Wealth Management Inc. | 987 | $128,023.69 | $213,261.09 | $85,237.4 | 66.58% |
Ashley Goggins Hidden Cove Wealth Management LLC | 934 | $204,032 | $201,566.54 | -$2,465.46 | -1.21% |
Andy Peters Goldstein Advisors LLC | 1,694 | $407,030.96 | $362,092.5 | -$44,938.46 | -11.04% |
Kelly Christopher Significant Wealth Partners LLC | 8,902 | $1.77M | $1.9M | $134,113.22 | 7.58% |
Lydia Moore MRP Capital Investments LLC | 650 | $129,361.92 | $141,537.5 | $12,175.58 | 9.41% |
Moises Valladares Insigneo Advisory Services LLC | 4,248 | $931,910.97 | $925,724.16 | -$6,186.81 | -0.66% |
Scott Highmark Mosaic Family Wealth Partners LLC | 917 | $200,324 | $197,109.15 | -$3,214.85 | -1.6% |
Ashley Buboltz Moran Wealth Management LLC | 43,178 | $10.13M | $9.3M | -$833,212.27 | -8.22% |
Jeffrey Rosenthal Viawealth LLC | 3,969 | $549,489.69 | $858,832.06 | $309,342.37 | 56.3% |
Andrew Lewis Genesis Private Wealth LLC | 1,413 | $323,686.01 | $306,953.05 | -$16,732.96 | -5.17% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 3,176 | $847,527.94 | $685,698.4 | -$161,829.54 | -19.09% |
David Smith Linden Thomas Advisory Services LLC | 4,072 | $921,256.79 | $876,660.88 | -$44,595.91 | -4.84% |
Ira Ravitz Beverly Hills Private Wealth LLC | 3,732 | $472,330.12 | $809,060.28 | $336,730.16 | 71.29% |
Paul B. Ordonio Park Place Capital Corp. | 10,562 | $2.45M | $2.28M | -$172,856.61 | -7.06% |
Sheila J. Lindsay Bensler LLC | 77,707 | $12.27M | $16.92M | $4.65M | 37.9% |
David D. Jones Applied Finance Capital Management LLC | 10,929 | $2.6M | $2.38M | -$223,410.07 | -8.58% |
Kevin Kroskey True Wealth Design LLC | 336 | $78,503.82 | $71,820 | -$6,683.82 | -8.51% |
David Kronour Kapstone Financial Advisors LLC | 1,515 | $281,856.86 | $327,649.05 | $45,792.19 | 16.25% |