| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Phillips Fortitude Family Office LLC | 336 | $18,671.68 | $17,445.12 | -$1,226.56 | -6.57% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 13,423 | $866,749.08 | $691,083.15 | -$175,665.93 | -20.27% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 3,860 | $163,548.2 | $198,441.06 | $34,892.86 | 21.33% |
Brian Dechow SWAN Capital LLC | 615 | $30,145.27 | $30,885.3 | $740.03 | 2.45% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,426 | $288,370.69 | $222,273.72 | -$66,096.97 | -22.92% |
Bert D. Barre Colonial Trust Co. / SC | 1,234 | $32,787.38 | $63,526.32 | $30,738.94 | 93.75% |
Daniel Guy Ethos Financial Group LLC | 19,655 | $919,203.59 | $987,074.1 | $67,870.51 | 7.38% |
Victoria Latham Fiduciary Alliance LLC | 10,787 | $496,974.88 | $541,723.14 | $44,748.26 | 9% |
Loni Adams Daymark Wealth Partners LLC | 5,962 | $187,559.87 | $306,864.14 | $119,304.27 | 63.61% |
Michael Snyder Beaumont Financial Advisors LLC | 14,603 | $321,265.5 | $733,362.66 | $412,097.16 | 128.27% |
Erik Brenner Hilltop Partners LLC | 4,935 | $263,874 | $247,835.7 | -$16,038.3 | -6.08% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 285,306 | $8.67M | $14.81M | $6.14M | 70.85% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 6,023 | $130,397.96 | $322,170.27 | $191,772.31 | 147.07% |
Belena Vincetti Fortis Capital Advisors LLC | 50,740 | $3.25M | $2.55M | -$703,720.61 | -21.64% |
Sheryl Stephens Stephens Consulting LLC | 500 | $11,277.36 | $25,110 | $13,832.64 | 122.66% |
| BP Brett Pohl Kingdom Financial Group LLC | 447 | $28,795.7 | $23,056.26 | -$5,739.44 | -19.93% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 3,927 | $252,999 | $210,055.23 | -$42,943.77 | -16.97% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 7,458 | $488,907.36 | $374,540.76 | -$114,366.6 | -23.39% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 28,645 | $905,251.88 | $1.44M | $533,300.02 | 58.91% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,194 | $26,291.93 | $59,962.68 | $33,670.75 | 128.06% |