| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JE John Ervin Ervin Investment Management LLC | 7,100 | $480,244 | $384,287.5 | -$95,956.5 | -19.98% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 17,884 | $442,833.08 | $975,482.78 | $532,649.7 | 120.28% |
Bill McVay Red Tortoise LLC | 14,307 | $636,375.36 | $777,156.24 | $140,780.88 | 22.12% |
| MC mike Chen Byrne Asset Management LLC | 995 | $71,251.95 | $54,018.55 | -$17,233.4 | -24.19% |
| LWL Leo Wealth LLC Leo Wealth LLC | 32,858 | $876,631.51 | $1.78M | $906,900.73 | 103.45% |
| EM Erin Mccann Simplicity Wealth LLC | 60,819 | $2.53M | $3.29M | $759,329.77 | 30.02% |
Mariana Coli Dunhill Financial LLC | 800 | $40,632.49 | $43,656 | $3,023.51 | 7.44% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 8,634 | $198,223.03 | $467,703.78 | $269,480.75 | 135.95% |
Daniel Guy Ethos Financial Group LLC | 19,544 | $1.37M | $1.06M | -$308,894.71 | -22.56% |
Michael Snyder Beaumont Financial Advisors LLC | 6,000 | $283,092 | $325,980 | $42,888 | 15.15% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 6,067 | $403,930.68 | $328,042.69 | -$75,887.99 | -18.79% |
Moises Valladares Insigneo Advisory Services LLC | 9,079 | $350,342.33 | $491,446.27 | $141,103.94 | 40.28% |
Michael Radoff LGT Financial Advisors LLC | 10 | $444.8 | $545.4 | $100.6 | 22.62% |
| SM Sarah Moore BOS Asset Management LLC | 7,522 | $172,855.56 | $412,092.77 | $239,237.21 | 138.4% |
Jill Batley Gateway Wealth Partners LLC | 3,879 | $277,774.93 | $209,970.27 | -$67,804.66 | -24.41% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 117,368 | $8.38M | $6.37M | -$2.01M | -24.02% |
Charles Mattingly Leading Edge Financial Planning LLC | 5,023 | $228,680.29 | $271,970.33 | $43,290.04 | 18.93% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 6,896 | $493,823 | $374,901.04 | -$118,921.96 | -24.08% |
| PIL PFG Investments LLC PFG Investments LLC | 6,726 | $454,946.47 | $364,919.13 | -$90,027.34 | -19.79% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 4,568 | $209,488.28 | $249,275.76 | $39,787.48 | 18.99% |