| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc White Clarendon Private LLC | 853 | $434,221.63 | $384,566.52 | -$49,655.11 | -11.44% |
| BP Brett Pohl Kingdom Financial Group LLC | 25 | $12,092.16 | $11,271 | -$821.16 | -6.79% |
| SS Stephen Smith Kestra Investment Management LLC | 567 | $288,510.18 | $255,626.28 | -$32,883.9 | -11.4% |
Amy Hart Phillips Wealth Planners LLC | 678 | $299,330.89 | $305,669.52 | $6,338.63 | 2.12% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,757 | $821,365.35 | $792,125.88 | -$29,239.47 | -3.56% |
Amy Ardeel Icon Wealth Advisors LLC | 2,955 | $1.55M | $1.33M | -$215,529.96 | -13.93% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1,304 | $687,756.51 | $587,895.36 | -$99,861.15 | -14.52% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 1,254 | $533,376 | $565,353.36 | $31,977.36 | 6% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,875 | $745,464.49 | $844,650 | $99,185.51 | 13.31% |
Jeffrey Hanson Breakwater Capital Group | 584 | $296,864.46 | $263,290.56 | -$33,573.9 | -11.31% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,365 | $705,232.97 | $616,488.61 | -$88,744.36 | -12.58% |
| MV Moises Valladares Insigneo Advisory Services LLC | 672 | $325,281.56 | $302,964.48 | -$22,317.08 | -6.86% |
John Canning Mi LLCreek Capital Advisors LLC | 786 | $292,393.94 | $354,360.24 | $61,966.3 | 21.19% |
| DS David Stevens Stevens Capital Partners | 2,267 | $1.1M | $1.02M | -$82,867.93 | -7.5% |
Ashley Buboltz Moran Wealth Management LLC | 24,323 | $10.72M | $10.97M | $250,345.35 | 2.34% |
Kun Gao Sherbrooke Park Advisers LLC | 726 | $353,351.41 | $327,309.84 | -$26,041.57 | -7.37% |
| LK Lenny Kisin Applied Capital LLC/FL | 1,017 | $340,634.25 | $458,504.28 | $117,870.03 | 34.6% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 1,246 | $514,978.27 | $561,746.64 | $46,768.37 | 9.08% |
| DS David Smith Linden Thomas Advisory Services LLC | 14,370 | $6.09M | $6.48M | $387,984.92 | 6.37% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 1,985 | $767,877.37 | $894,917.4 | $127,040.03 | 16.54% |