| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 1,585 | $682,194.47 | $636,781.67 | -$45,412.8 | -6.66% |
Andrew Brady Brady Family Wealth LLC | 1,697 | $894,079.52 | $695,761.51 | -$198,318.01 | -22.18% |
Gregg Zeoli Empire Financial Management Company LLC | 490 | $203,937 | $197,131.9 | -$6,805.1 | -3.34% |
Ann Reilley Alpha Financial Advisors LLC | 1,418 | $442,373.33 | $581,592.7 | $139,219.37 | 31.47% |
Amber Anderson Aspen Wealth Strategies LLC | 1,457 | $755,889.63 | $598,776 | -$157,113.63 | -20.79% |
| PIL PFG Investments LLC PFG Investments LLC | 10,130 | $4.17M | $4.15M | -$19,885.53 | -0.48% |
| JC Jared Calvert Buck Wealth Strategies LLC | 974 | $263,553.47 | $399,568.89 | $136,015.42 | 51.61% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 585 | $202,000.71 | $234,596.7 | $32,595.99 | 16.14% |
| AW Ariel Weisbard Values Added Financial LLC | 1,254 | $563,390.86 | $499,982.34 | -$63,408.52 | -11.25% |
Andy Warning Resolute Wealth Strategies LLC | 1,658 | $784,935.2 | $661,459.1 | -$123,476.1 | -15.73% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 1,523 | $719,754.77 | $610,205.18 | -$109,549.59 | -15.22% |
| KB Kyle Bubeck TrueMark Investments LLC | 38,459 | $13.87M | $15.42M | $1.54M | 11.13% |
Jacob Going Alpine Bank Wealth Management | 340 | $141,314 | $136,486.2 | -$4,827.8 | -3.42% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 9,398 | $2.93M | $3.77M | $836,867.49 | 28.54% |
Scott Boyce Decker Retirement Planning Inc. | 38 | $10,288.63 | $15,217.48 | $4,928.85 | 47.91% |
| AW ARIN WESNITZER Pinnacle West Asset Management, Inc. | 7,338 | $3.43M | $3M | -$432,847.49 | -12.62% |
David Silver INSTRUMENTAL WEALTH, LLC | 1,146 | $403,115.1 | $470,965.89 | $67,850.79 | 16.83% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 364 | $160,569.81 | $149,287.32 | -$11,282.49 | -7.03% |
Gregory Bosch Strategies Wealth Advisors, LLC | 1,869 | $752,414.98 | $750,057.73 | -$2,357.25 | -0.31% |
Brett Pohl Invera Wealth Advisors, LLC | 1,286 | $534,500.18 | $513,049.7 | -$21,450.48 | -4.01% |