| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 23,544 | $1.34M | $2.44M | $1.11M | 82.84% |
| MCM Massar Capital Management LP Massar Capital Management LP | 2,498 | $267,111 | $259,192.48 | -$7,918.52 | -2.96% |
Steve Solano Global Wealth Management LLC | 5,741 | $620,131.88 | $574,186.11 | -$45,945.77 | -7.41% |
Jefferson H. West Legacy Investment Solutions LLC | 250 | $16,458 | $24,520 | $8,062 | 48.99% |
VestGen Advisors LLC VestGen Advisors LLC | 5,223 | $563,221.42 | $524,389.2 | -$38,832.22 | -6.89% |
Lionel Daguzan Wormser Freres Gestion | 638 | $36,267.75 | $63,646.88 | $27,379.13 | 75.49% |
| FLP Financial Life Planners Financial Life Planners | 138 | $14,915 | $13,780.68 | -$1,134.32 | -7.61% |
Samira Kadam Synergy Investment Management LLC | 191 | $20,630 | $19,140.11 | -$1,489.89 | -7.22% |
Heather LeVar Roxbury Financial LLC | 144 | $8,209.54 | $14,379.84 | $6,170.3 | 75.16% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,806 | $102,491 | $183,020.04 | $80,529.04 | 78.57% |
| MWM McMill Wealth Management McMill Wealth Management | 1.33M | $141.9M | $132.6M | -$9.3M | -6.55% |
Rossby Financial LLC Rossby Financial LLC | 579 | $61,912 | $58,675.86 | -$3,236.14 | -5.23% |
Ameriflex Group Inc. Ameriflex Group Inc. | 30 | $3,208 | $3,040.2 | -$167.8 | -5.23% |
Rydar Equities Inc. Rydar Equities Inc. | 252 | $26,464 | $25,036.2 | -$1,427.8 | -5.4% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 2,190 | $204,981.06 | $227,234.4 | $22,253.34 | 10.86% |
| AS Aryn Sands GK Wealth Management LLC | 1,406 | $172,938 | $145,886.56 | -$27,051.44 | -15.64% |
Jon Lewis Midwest Trust Co | 2,300 | $214,337 | $229,678 | $15,341 | 7.16% |
Caldwell Trust Co Caldwell Trust Co | 215 | $22,990 | $21,609.65 | -$1,380.35 | -6% |
Berman McAleer LLC Berman McAleer LLC | 6,486 | $629,476.53 | $672,987.36 | $43,510.83 | 6.91% |