| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert Miller Miller Wealth Advisors LLC | 600 | $245,171.91 | $217,458 | -$27,713.91 | -11.3% |
M. Katherine Pieper Unionview LLC | 907 | $366,282.88 | $326,751.28 | -$39,531.6 | -10.79% |
Amir Ali Monsefi Aire Advisors LLC | 12,990 | $3.53M | $4.69M | $1.16M | 32.89% |
Jason Whitby Stone Summit Wealth LLC | 2,250 | $569,436.92 | $807,446.23 | $238,009.31 | 41.8% |
Katherine Saltonstall Sandy Cove Advisors LLC | 2,380 | $792,167.81 | $865,534.6 | $73,366.79 | 9.26% |
Kimberly Foster Laraway Financial Advisors Inc. | 596 | $265,053.12 | $218,630.68 | -$46,422.44 | -17.51% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 1,122 | $494,465.4 | $409,328.04 | -$85,137.36 | -17.22% |
Tracy Murray EdgeRock Capital LLC | 4,731 | $2.12M | $1.74M | -$384,505.28 | -18.12% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 1,502 | $580,095.23 | $544,354.84 | -$35,740.39 | -6.16% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 238 | $60,269.64 | $85,482.46 | $25,212.82 | 41.83% |
David Mailloux WealthCare Investment Partners LLC | 945 | $420,260.4 | $340,138.57 | -$80,121.83 | -19.06% |
Jonathan Yarger Yarger Wealth Strategies LLC | 2,434 | $776,358.39 | $893,667.44 | $117,309.05 | 15.11% |
Dave Reichert Echo45 Advisors LLC | 1,486 | $416,912.79 | $538,585.84 | $121,673.05 | 29.18% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 60 | $25,006.15 | $21,405 | -$3,601.15 | -14.4% |
Ryan Gough Perfromance Wealth Partners LLC | 13,298 | $4.32M | $4.78M | $460,016.41 | 10.66% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 22,274 | $5.45M | $7.83M | $2.38M | 43.6% |
| MS Marek Sestak Czech National Bank | 809,753 | $234.92M | $284.74M | $49.82M | 21.21% |
Clint Dunn Beaird Harris Wealth Management LLC | 26,522 | $7.3M | $9.35M | $2.05M | 28.05% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 3,723 | $922,856.64 | $1.35M | $427,736.07 | 46.35% |
Jennifer Carlson Gould Capital LLC | 413 | $152,127.39 | $148,031.59 | -$4,095.8 | -2.69% |