| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DT David Tepp Tepp RIA LLC | 9,461 | $564,912.14 | $579,297.03 | $14,384.89 | 2.55% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 36,448 | $2.18M | $2.23M | $55,401.04 | 2.55% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 5,507 | $371,953.16 | $337,606.63 | -$34,346.53 | -9.23% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 4,624 | $307,924.92 | $283,451.2 | -$24,473.72 | -7.95% |
May Hill Capital LLC May Hill Capital LLC | 69,711 | $4.55M | $4.27M | -$275,055.7 | -6.05% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 8,550 | $536,639.19 | $525,440.25 | -$11,198.94 | -2.09% |
Rossby Financial LLC Rossby Financial LLC | 26 | $1,909.52 | $1,576.9 | -$332.62 | -17.42% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 451 | $29,531.53 | $27,635.02 | -$1,896.51 | -6.42% |
Ameriflex Group Inc. Ameriflex Group Inc. | 65 | $4,565.6 | $3,942.25 | -$623.35 | -13.65% |
| KT Karen Tatman KMT Wealth Management LLC | 20,100 | $1.2M | $1.22M | $18,284 | 1.52% |
Copia Wealth Management Copia Wealth Management | 3,348 | $219,373.52 | $205,148.7 | -$14,224.82 | -6.48% |
| RM Rich Mowrer Brookwood Investment Group LLC | 12,225 | $778,848.88 | $748,292.25 | -$30,556.63 | -3.92% |
Cole Dimond Caliber Wealth Management LLC / KS | 6,611 | $440,431.33 | $405,452.63 | -$34,978.7 | -7.94% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 35,209 | $2.35M | $2.18M | -$172,520.02 | -7.33% |
| AS Aryn Sands GK Wealth Management LLC | 525 | $34,713 | $31,153.5 | -$3,559.5 | -10.25% |
Todd Arthur Gomes Sonoma Allocations LLC | 7,097 | $525,000.88 | $430,220.14 | -$94,780.74 | -18.05% |
Matthew Jenkins GatePass Capital LLC | 17,674 | $1.13M | $1.1M | -$33,307.3 | -2.95% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 4,711 | $308,904.37 | $285,722.15 | -$23,182.22 | -7.5% |