| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Howard Teutsch Arcadia Investment Advisors LLC | 5 | $243 | $325.2 | $82.2 | 33.83% |
Carol Somoano Asset Planning Inc. | 949 | $46,142.58 | $61,884.29 | $15,741.71 | 34.12% |
REAP Financial Group LLC REAP Financial Group LLC | 100 | $4,858.02 | $6,521 | $1,662.98 | 34.23% |
VestGen Advisors LLC VestGen Advisors LLC | 3,230 | $246,059.01 | $210,628.3 | -$35,430.71 | -14.4% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 286 | $21,783 | $18,650.06 | -$3,132.94 | -14.38% |
| CAL Caxton Associates LLP Caxton Associates LLP | 3,702 | $327,997 | $241,529.22 | -$86,467.78 | -26.36% |
| EJK Edward J. King Graney & King LLC | 26 | $1,263 | $1,696.32 | $433.32 | 34.31% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 25,317 | $1.23M | $1.65M | $420,752.43 | 34.19% |
Bradley Wilson Crews Bank & Trust | 1,354 | $103,120.83 | $88,338.89 | -$14,781.94 | -14.33% |
SummitTX Capital LP SummitTX Capital LP | 10,963 | $928,403.94 | $715,079.22 | -$213,324.72 | -22.98% |
| RN Ron New Whipplewood Advisors LLC | 1 | $76.17 | $65.24 | -$10.93 | -14.35% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 71,085 | $5.21M | $4.64M | -$572,707.23 | -10.99% |
| FLP Financial Life Planners Financial Life Planners | 1 | $77 | $65.26 | -$11.74 | -15.25% |
Samira Kadam Synergy Investment Management LLC | 16 | $1,342.96 | $1,040.96 | -$302 | -22.49% |
Heather LeVar Roxbury Financial LLC | 294 | $22,402 | $19,127.64 | -$3,274.36 | -14.62% |
| CW Chung Wu Chung Wu Investment Group LLC | 8,506 | $417,223 | $553,400.36 | $136,177.36 | 32.64% |
| BM Berkeley Meredith Hughes Financial Services LLC | 218 | $16,294.34 | $14,184.04 | -$2,110.3 | -12.95% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 25 | $1,454.66 | $1,626.5 | $171.84 | 11.81% |
| DN Daniel Newman Noble Wealth Management PBC | 47 | $3,580 | $3,058.96 | -$521.04 | -14.55% |
| PR Philippe Reitzer Banque Transatlantique SA | 194 | $14,775 | $12,633.28 | -$2,141.72 | -14.5% |