| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 24,553 | $2.15M | $2.04M | -$115,942.13 | -5.39% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 888 | $82,326 | $72,749.4 | -$9,576.6 | -11.63% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 5,449 | $421,208.69 | $453,302.31 | $32,093.62 | 7.62% |
Darren Tapley New England Capital Financial Advisors LLC | 205 | $16,182.03 | $17,005.77 | $823.74 | 5.09% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 9,738 | $782,360.39 | $794,474.73 | $12,114.34 | 1.55% |
Moises Valladares Insigneo Advisory Services LLC | 2,986 | $252,763.47 | $248,853.24 | -$3,910.23 | -1.55% |
Scott Highmark Mosaic Family Wealth Partners LLC | 3,637 | $337,141 | $301,707.33 | -$35,433.67 | -10.51% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 100 | $7,727 | $8,285.5 | $558.5 | 7.23% |
Paul B. Ordonio Park Place Capital Corp. | 1,201 | $98,128.07 | $98,445.97 | $317.9 | 0.32% |
David D. Jones Applied Finance Capital Management LLC | 10,111 | $831,677.06 | $840,426.32 | $8,749.26 | 1.05% |
Kevin Kroskey True Wealth Design LLC | 995 | $80,526.66 | $81,520.35 | $993.69 | 1.23% |
Jill Batley Gateway Wealth Partners LLC | 3,974 | $386,208.73 | $330,795.76 | -$55,412.97 | -14.35% |
Christopher E. Jaccard Financial Alternatives Inc. | 19,741 | $1.69M | $1.62M | -$76,478.43 | -4.52% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 9,004 | $861,663.5 | $745,936.38 | -$115,727.12 | -13.43% |
Matthew T. Miler MilWealth Group LLC | 388 | $20,988.86 | $31,790.78 | $10,801.92 | 51.47% |
| PIL PFG Investments LLC PFG Investments LLC | 2,729 | $246,139.63 | $223,436.87 | -$22,702.76 | -9.22% |
| JC Jared Calvert Buck Wealth Strategies LLC | 73,032 | $6.24M | $5.98M | -$258,923.41 | -4.15% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 2,535 | $228,099.3 | $207,046.12 | -$21,053.18 | -9.23% |
| DD Damir Durkovic Entropy Technologies, LP | 14,788 | $1.44M | $1.21M | -$227,365.58 | -15.82% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 43 | $3,809.84 | $3,510.52 | -$299.32 | -7.86% |