| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Snyder Beaumont Financial Advisors LLC | 820 | $227,798.21 | $702,026.6 | $474,228.39 | 208.18% |
Marc White Clarendon Private LLC | 231 | $222,915 | $197,766.03 | -$25,148.97 | -11.28% |
| BS Ben Salamian Arvin Capital Management LP | 6,928 | $6.69M | $6.08M | -$601,281.12 | -8.99% |
Dennis Wallace Fortune Financial Advisors LLC | 3,420 | $1.34M | $2.93M | $1.59M | 118.53% |
| BP Brett Pohl Kingdom Financial Group LLC | 745 | $291,861.43 | $605,386.99 | $313,525.56 | 107.42% |
Stephen Smith Kestra Investment Management LLC | 379 | $89,486.71 | $326,815.49 | $237,328.78 | 265.21% |
Sue Oleari Trifecta Capital Advisors LLC | 17 | $3,109.06 | $14,554.21 | $11,445.15 | 368.12% |
Bree Pate Olisti Co. Wealth LLC | 25 | $6,885 | $21,403.25 | $14,518.25 | 210.87% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 972 | $231,011.76 | $853,620.12 | $622,608.36 | 269.51% |
Timothy J. Videnka Forza Wealth Management LLC | 3,600 | $238,031.78 | $3.08M | $2.84M | 1,194.81% |
Kevin Gray Lodestar Private Asset Management LLC | 2,640 | $227,882.81 | $2.26M | $2.03M | 891.82% |
Amy Ardeel Icon Wealth Advisors LLC | 970 | $167,917.92 | $836,440.7 | $668,522.78 | 398.12% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 13,592 | $9.09M | $11.72M | $2.63M | 28.95% |
Crystal McKeon TSA Wealth Managment LLC | 633 | $149,426.09 | $541,930.29 | $392,504.2 | 262.67% |
Ashley Goggins Hidden Cove Wealth Management LLC | 270 | $260,803 | $231,155.1 | -$29,647.9 | -11.37% |
Robin Sherwood HTG Investment Advisors Inc. | 455 | $125,651.56 | $388,092.25 | $262,440.69 | 208.86% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 573 | $553,366 | $490,562.49 | -$62,803.51 | -11.35% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,767 | $118,774.2 | $1.44M | $1.32M | 1,108.9% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 341 | $329,065 | $291,940.33 | -$37,124.67 | -11.28% |
Moises Valladares Insigneo Advisory Services LLC | 2,116 | $1.43M | $2.06M | $628,533.35 | 43.91% |