| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 3,422 | $1.28M | $1.24M | -$41,975.86 | -3.27% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 2,153 | $878,458.16 | $774,631.31 | -$103,826.85 | -11.82% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 1,357 | $504,464.75 | $494,931.82 | -$9,532.93 | -1.89% |
Bepin Serraj Richard W. Paul & Associates LLC | 7 | $862.2 | $2,498.26 | $1,636.06 | 189.75% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1,622 | $418,479.03 | $583,581.98 | $165,102.95 | 39.45% |
Jeffrey Hanson Breakwater Capital Group | 2,532 | $623,769.63 | $895,973.52 | $272,203.89 | 43.64% |
Kyle Kelley Family Capital Management Inc. | 2,092 | $598,767.5 | $758,224.48 | $159,456.98 | 26.63% |
Nathan Blair Palo Alto Wealth Advisors LLC | 2,607 | $593,256.43 | $939,484.59 | $346,228.16 | 58.36% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 543 | $206,612.07 | $191,662.71 | -$14,949.36 | -7.24% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 2,178 | $809,671.74 | $783,731.52 | -$25,940.22 | -3.2% |
Salvatore Cocivera Cora Capital Advisors LLC | 1,226 | $383,537.86 | $451,817.78 | $68,279.92 | 17.8% |
Justin Halverson Great Waters Wealth Management | 3,910 | $1.04M | $1.44M | $401,674.23 | 38.62% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 35,192 | $4.89M | $12.78M | $7.89M | 161.42% |
Darren Tapley New England Capital Financial Advisors LLC | 1,175 | $194,065.79 | $414,992.37 | $220,926.58 | 113.84% |
Kelly Christopher Significant Wealth Partners LLC | 1,595 | $678,691.87 | $578,075.85 | -$100,616.02 | -14.82% |
Walter J. West Milestone Asset Management LLC | 8,039 | $2.37M | $2.91M | $539,797.05 | 22.74% |
Paul L. Moffat Arista Wealth Management LLC | 1,310 | $496,205.99 | $469,700.5 | -$26,505.49 | -5.34% |
Helen Semus Semus Wealth Partners LLC | 13,800 | $2.5M | $5.02M | $2.51M | 100.48% |
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 1,129 | $199,586.8 | $396,877.37 | $197,290.57 | 98.85% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 8,059 | $1.94M | $2.94M | $997,752.42 | 51.44% |