| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Armand Doucette Surience Private Wealth LLC | 11,685 | $911,780.54 | $797,033.85 | -$114,746.69 | -12.58% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 593 | $44,142.92 | $43,775.26 | -$367.66 | -0.83% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 8,009 | $336,371.9 | $559,989.28 | $223,617.38 | 66.48% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 450 | $19,926.72 | $33,354 | $13,427.28 | 67.38% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 7,708 | $319,882 | $568,966.02 | $249,084.02 | 77.87% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 13,700 | $279,774 | $1.01M | $731,560 | 261.48% |
| RS Radon Stancil POM Investment Strategies LLC | 868 | $64,613.92 | $60,803.4 | -$3,810.52 | -5.9% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 4,762 | $354,483.28 | $351,507.03 | -$2,976.25 | -0.84% |
April Lamb Sovereign Investment Advisors LLC | 3,232 | $240,590.08 | $239,378.08 | -$1,212 | -0.5% |
| CF Cheryl Fluker Members Advisory Group LLC | 3,252 | $242,078.88 | $221,818.92 | -$20,259.96 | -8.37% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 1,039 | $48,924.93 | $73,010.53 | $24,085.6 | 49.23% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 7,101 | $528,598.44 | $524,160.31 | -$4,438.13 | -0.84% |
Ana-Maria Ignat Covestor Ltd | 3,804 | $202,346.92 | $280,811.28 | $78,464.36 | 38.78% |
W. Travis McKinney HB Wealth Management LLC | 10,483 | $780,354.52 | $773,855.06 | -$6,499.46 | -0.83% |
Brian Clay Clay Northam Wealth Management LLC | 4,930 | $366,989.2 | $365,140.45 | -$1,848.75 | -0.5% |
Taro Kuriyama Axq Capita LLP | 13,163 | $979,853.72 | $957,081.73 | -$22,771.99 | -2.32% |
Jaimie Palmer Beacon Capital Management LLC | 2,721 | $140,083.92 | $196,401.78 | $56,317.86 | 40.2% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 18,948 | $395,432.68 | $1.37M | $975,455.12 | 246.68% |
Mark Mowrey Signature Resources Capital Management LLC | 440 | $11,360.14 | $30,012.4 | $18,652.26 | 164.19% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 9,387 | $436,622.76 | $657,559.35 | $220,936.59 | 50.6% |