| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SL Sarah Ludden Clifford Group LLC | 3,989 | $441,346.08 | $401,612.52 | -$39,733.56 | -9% |
Andrew Lewis Genesis Private Wealth LLC | 2,987 | $334,391.58 | $300,731.16 | -$33,660.42 | -10.07% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 533 | $58,517.92 | $53,662.44 | -$4,855.48 | -8.3% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 25,473 | $3.19M | $2.56M | -$626,891.09 | -19.64% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 4,088 | $444,054.87 | $411,579.84 | -$32,475.03 | -7.31% |
| DS David Smith Linden Thomas Advisory Services LLC | 48,804 | $5.71M | $4.91M | -$795,810.42 | -13.94% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 12,230 | $1.34M | $1.23M | -$106,288.78 | -7.95% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 6,985 | $722,556.98 | $703,249.8 | -$19,307.18 | -2.67% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 19,687 | $2.59M | $1.98M | -$609,354.41 | -23.52% |
| VC Vickie Chrisman LMG Wealth Partners LLC | 2,074 | $238,576.01 | $208,810.32 | -$29,765.69 | -12.48% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2,974 | $334,912.58 | $299,422.32 | -$35,490.26 | -10.6% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 738 | $77,915.43 | $74,301.84 | -$3,613.59 | -4.64% |
| SM Sarah Moore BOS Asset Management LLC | 2,521 | $275,364.74 | $253,814.28 | -$21,550.46 | -7.83% |
Andrew Hass RF&L Wealth Management LLC | 9,494 | $1.04M | $955,855.92 | -$86,528.5 | -8.3% |
David D. Jones Applied Finance Capital Management LLC | 7,117 | $807,932.35 | $716,539.56 | -$91,392.79 | -11.31% |
Kevin Kroskey True Wealth Design LLC | 1,435 | $146,581.37 | $145,968.2 | -$613.17 | -0.42% |
Jill Batley Gateway Wealth Partners LLC | 23,995 | $2.53M | $2.42M | -$118,051.93 | -4.66% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 9,117 | $994,005.89 | $917,899.56 | -$76,106.33 | -7.66% |
| EBP Eric B. Parsons St. Louis Financial Planners Asset Management LLC | 51,393 | $4.66M | $5.17M | $510,846.42 | 10.95% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 3,828 | $407,768.99 | $385,403.04 | -$22,365.95 | -5.48% |