| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert Miller Miller Wealth Advisors LLC | 600 | $245,171.91 | $186,725.99 | -$58,445.92 | -23.84% |
M. Katherine Pieper Unionview LLC | 907 | $366,282.88 | $282,267.46 | -$84,015.42 | -22.94% |
Amir Ali Monsefi Aire Advisors LLC | 12,990 | $3.53M | $4.45M | $913,728.79 | 25.87% |
Jason Whitby Stone Summit Wealth LLC | 2,844 | $760,301.81 | $885,081.21 | $124,779.4 | 16.41% |
Katherine Saltonstall Sandy Cove Advisors LLC | 2,380 | $792,167.81 | $740,679.78 | -$51,488.03 | -6.5% |
Kimberly Foster Laraway Financial Advisors Inc. | 596 | $265,053.12 | $185,481.15 | -$79,571.97 | -30.02% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 1,122 | $494,465.4 | $349,177.61 | -$145,287.79 | -29.38% |
Tracy Murray EdgeRock Capital LLC | 4,731 | $2.12M | $1.47M | -$649,204.78 | -30.6% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 1,502 | $580,095.23 | $467,437.4 | -$112,657.83 | -19.42% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 238 | $60,269.64 | $74,067.98 | $13,798.34 | 22.89% |
David Mailloux WealthCare Investment Partners LLC | 945 | $420,260.4 | $312,681.6 | -$107,578.8 | -25.6% |
Jonathan Yarger Yarger Wealth Strategies LLC | 2,434 | $776,358.39 | $757,485.12 | -$18,873.27 | -2.43% |
Dave Reichert Echo45 Advisors LLC | 1,309 | $354,111.42 | $407,373.88 | $53,262.46 | 15.04% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 60 | $25,006.15 | $18,672.6 | -$6,333.55 | -25.33% |
Ryan Gough Perfromance Wealth Partners LLC | 13,298 | $4.32M | $4.37M | $53,230.46 | 1.23% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 22,274 | $5.45M | $6.93M | $1.48M | 27.13% |
| MS Marek Sestak Czech National Bank | 801,343 | $231.94M | $249.39M | $17.45M | 7.52% |
Clint Dunn Beaird Harris Wealth Management LLC | 26,522 | $7.3M | $8.25M | $950,413.09 | 13.01% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 3,723 | $922,856.64 | $1.23M | $309,009.6 | 33.48% |
Jennifer Carlson Gould Capital LLC | 413 | $152,127.39 | $135,703.54 | -$16,423.85 | -10.8% |