| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dennis Wallace Fortune Financial Advisors LLC | 530 | $220,284 | $219,631.99 | -$652.01 | -0.3% |
Lucas Mosher SP Asset Management LLC | 137,805 | $56.58M | $57.11M | $526,712.25 | 0.93% |
| BP Brett Pohl Kingdom Financial Group LLC | 454 | $140,807.36 | $184,805.24 | $43,997.88 | 31.25% |
Stephen Smith Kestra Investment Management LLC | 5,273 | $2.55M | $2.18M | -$370,483.64 | -14.55% |
Sue Oleari Trifecta Capital Advisors LLC | 785 | $288,196.14 | $325,303.99 | $37,107.85 | 12.88% |
Amy Hart Phillips Wealth Planners LLC | 1,516 | $722,651.13 | $617,102.96 | -$105,548.17 | -14.61% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 494 | $205,321.22 | $198,454.62 | -$6,866.6 | -3.34% |
Bree Pate Olisti Co. Wealth LLC | 1,369 | $553,154.69 | $567,313.59 | $14,158.9 | 2.56% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 9,602 | $4.55M | $3.83M | -$720,224.34 | -15.82% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 5,460 | $2.76M | $2.26M | -$499,544.38 | -18.09% |
Amy Ardeel Icon Wealth Advisors LLC | 25,806 | $10.88M | $10.65M | -$229,466.25 | -2.11% |
John J. Edwards Breed's Hi LLCapital LLC | 718 | $369,850.63 | $297,539.19 | -$72,311.44 | -19.55% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,284 | $949,299 | $942,721 | -$6,578 | -0.69% |
Matthew C. Jessup Jessup Wealth Management Inc. | 33,489 | $11.73M | $13.69M | $1.96M | 16.71% |
Jonathan Seed Seed Wealth Management Inc. | 504 | $209,478 | $208,857.59 | -$620.41 | -0.3% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 2,263 | $776,305.78 | $937,787.18 | $161,481.4 | 20.8% |
Ashley Goggins Hidden Cove Wealth Management LLC | 699 | $290,531 | $289,665.59 | -$865.41 | -0.3% |
Dean Pelos Commonwealth Retirement Investments LLC | 10,492 | $4.87M | $4.35M | -$518,618.42 | -10.66% |
Matthew Keyes Heritage Wealth Partners LLC | 795 | $464,851.25 | $329,447.99 | -$135,403.26 | -29.13% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 768 | $257,859.91 | $318,259.19 | $60,399.28 | 23.42% |