| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 438 | $304,492.69 | $593,060.76 | $288,568.07 | 94.77% |
Brian Matter Creative Capital Management Investments LLC | 2 | $4,547.46 | $2,789.66 | -$1,757.8 | -38.65% |
Nolan Langford Left Brain Wealth Management LLC | 545 | $1.24M | $744,974.15 | -$494,208.85 | -39.88% |
Michael Snyder Beaumont Financial Advisors LLC | 150 | $341,060 | $210,501 | -$130,559 | -38.28% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 182 | $413,533 | $255,407.88 | -$158,125.12 | -38.24% |
Holly Skipper Verum Partners LLC | 289 | $657,108 | $428,393.36 | -$228,714.64 | -34.81% |
Belena Vincetti Fortis Capital Advisors LLC | 501 | $318,304.93 | $703,073.32 | $384,768.39 | 120.88% |
Patrick D. Hayes Canopy Partners LLC | 323 | $734,691 | $453,278.81 | -$281,412.19 | -38.3% |
Marc White Clarendon Private LLC | 166 | $377,439 | $232,954.44 | -$144,484.56 | -38.28% |
Cornell P. Abod Beacon Investment Advisors LLC | 558 | $354,520 | $827,140.12 | $472,620.12 | 133.31% |
| BG Becki Goebel TCP Asset Management LLC | 158 | $359,249 | $221,727.72 | -$137,521.28 | -38.28% |
Lucas Mosher SP Asset Management LLC | 131 | $296,842 | $183,837.54 | -$113,004.46 | -38.07% |
| BP Brett Pohl Kingdom Financial Group LLC | 4 | $2,541.35 | $5,430.44 | $2,889.09 | 113.68% |
Stephen Smith Kestra Investment Management LLC | 111 | $252,384 | $155,770.74 | -$96,613.26 | -38.28% |
Sue Oleari Trifecta Capital Advisors LLC | 1 | $2,274 | $1,403.34 | -$870.66 | -38.29% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 989 | $1.36M | $1.39M | $23,914.45 | 1.75% |
Matthew C. Jessup Jessup Wealth Management Inc. | 916 | $217,439.62 | $1.23M | $1.01M | 466.12% |
Ashley Goggins Hidden Cove Wealth Management LLC | 105 | $238,742 | $147,350.7 | -$91,391.3 | -38.28% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 369 | $87,593.32 | $517,832.45 | $430,239.13 | 491.18% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 110 | $245,169.42 | $154,367.4 | -$90,802.02 | -37.04% |