| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC mike Chen Byrne Asset Management LLC | 1,030 | $73,758.3 | $54,528.2 | -$19,230.1 | -26.07% |
| LWL Leo Wealth LLC Leo Wealth LLC | 32,858 | $876,631.51 | $1.74M | $862,871.01 | 98.43% |
| EM Erin Mccann Simplicity Wealth LLC | 59,624 | $2.46M | $3.16M | $693,915.71 | 28.18% |
Michael Byun SageView Advisory Group LLC | 255 | $17,249 | $13,498.42 | -$3,750.58 | -21.74% |
Craig Johnsen Fortitude Advisory Group LLC | 2,845 | $192,435.8 | $150,585.85 | -$41,849.95 | -21.75% |
Mariana Coli Dunhill Financial LLC | 600 | $29,388.49 | $32,049 | $2,660.51 | 9.05% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 120 | $8,593 | $6,382.8 | -$2,210.2 | -25.72% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 9,641 | $221,363.89 | $514,974.01 | $293,610.12 | 132.64% |
Daniel Guy Ethos Financial Group LLC | 19,544 | $1.37M | $1.04M | -$325,018.51 | -23.74% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 6,000 | $283,092 | $319,980 | $36,888 | 13.03% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 5,503 | $372,222.58 | $293,474.99 | -$78,747.59 | -21.16% |
Ashley Goggins Hidden Cove Wealth Management LLC | 3,250 | $219,830 | $173,013.75 | -$46,816.25 | -21.3% |
Andy Peters Goldstein Advisors LLC | 3,303 | $223,776.51 | $175,835.2 | -$47,941.31 | -21.42% |
| MV Moises Valladares Insigneo Advisory Services LLC | 9,424 | $362,213.79 | $504,890.8 | $142,677.01 | 39.39% |
| MR Michael Radoff LGT Financial Advisors LLC | 10 | $444.8 | $535.75 | $90.95 | 20.45% |
| SM Sarah Moore BOS Asset Management LLC | 15,249 | $350,422.02 | $806,290.87 | $455,868.85 | 130.09% |
Jill Batley Gateway Wealth Partners LLC | 11,598 | $572,234.83 | $621,072.9 | $48,838.07 | 8.53% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 115,844 | $8.3M | $6.2M | -$2.09M | -25.22% |
Charles Mattingly Leading Edge Financial Planning LLC | 5,023 | $228,680.29 | $268,981.65 | $40,301.36 | 17.62% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 6,896 | $493,823 | $368,729.12 | -$125,093.88 | -25.33% |