| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen A. Greco Pandora Wealth Inc. | 38 | $1,846 | $2,267.84 | $421.84 | 22.85% |
Howard Teutsch Arcadia Investment Advisors LLC | 5 | $243 | $298.4 | $55.4 | 22.8% |
Carol Somoano Asset Planning Inc. | 948 | $46,054 | $57,391.92 | $11,337.92 | 24.62% |
REAP Financial Group LLC REAP Financial Group LLC | 100 | $4,858.02 | $5,647 | $788.98 | 16.24% |
Lyn Dippel Curio Wealth LLC | 1 | $76 | $56.47 | -$19.53 | -25.7% |
VestGen Advisors LLC VestGen Advisors LLC | 3,225 | $245,616 | $182,115.75 | -$63,500.25 | -25.85% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 286 | $21,783 | $17,351.62 | -$4,431.38 | -20.34% |
Grant Reeves CVFG LLC | 2,856 | $217,513 | $177,500.4 | -$40,012.6 | -18.4% |
| EJK Edward J. King Graney & King LLC | 26 | $1,263 | $1,612 | $349 | 27.63% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 25,317 | $1.23M | $1.43M | $199,061.59 | 16.18% |
Bradley Wilson Crews Bank & Trust | 1,354 | $103,120.83 | $83,961.54 | -$19,159.29 | -18.58% |
SummitTX Capital LP SummitTX Capital LP | 3,450 | $262,752 | $213,934.5 | -$48,817.5 | -18.58% |
| RN Ron New Whipplewood Advisors LLC | 1 | $76.17 | $60.54 | -$15.63 | -20.52% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 68,663 | $4.99M | $4.1M | -$898,316.31 | -17.99% |
| FLP Financial Life Planners Financial Life Planners | 1 | $77 | $56.47 | -$20.53 | -26.66% |
Samira Kadam Synergy Investment Management LLC | 6 | $456.96 | $371.76 | -$85.2 | -18.64% |
Heather LeVar Roxbury Financial LLC | 294 | $22,402 | $18,226.53 | -$4,175.47 | -18.64% |
| CW Chung Wu Chung Wu Investment Group LLC | 8,406 | $408,363 | $521,129.97 | $112,766.97 | 27.61% |
| BM Berkeley Meredith Hughes Financial Services LLC | 218 | $16,294.34 | $13,514.91 | -$2,779.43 | -17.06% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 19 | $923.06 | $1,072.93 | $149.87 | 16.24% |