| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PLM Paul L. Moffat Arista Wealth Management LLC | 1,772 | $220,508 | $247,371.22 | $26,863.22 | 12.18% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 2,352 | $594,401.3 | $330,350.16 | -$264,051.14 | -44.42% |
| MV Moises Valladares Insigneo Advisory Services LLC | 2,360 | $784,549.8 | $331,155.2 | -$453,394.6 | -57.79% |
John Canning Mi LLCreek Capital Advisors LLC | 1,992 | $543,729.19 | $279,786.36 | -$263,942.83 | -48.54% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 2,616 | $645,980.16 | $367,430.28 | -$278,549.88 | -43.12% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 13,458 | $3.74M | $1.89M | -$1.85M | -49.41% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 20,903 | $4.14M | $2.94M | -$1.21M | -29.17% |
Jeffrey Rosenthal Viawealth LLC | 1,822 | $477,207.87 | $255,909.01 | -$221,298.86 | -46.37% |
| DS David Smith Linden Thomas Advisory Services LLC | 5,396 | $1.69M | $739,359.92 | -$954,225.16 | -56.34% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 5,001 | $1.47M | $702,290.43 | -$767,062.88 | -52.2% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 2,645 | $721,489.59 | $371,437.35 | -$350,052.24 | -48.52% |
| RM Rick Mordesovich Sonoma Private Wealth LLC | 1,067 | $330,922.61 | $149,865.48 | -$181,057.13 | -54.71% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 115 | $22,803 | $16,535.85 | -$6,267.15 | -27.48% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 5,126 | $1.46M | $719,844.18 | -$736,758.29 | -50.58% |
David D. Jones Applied Finance Capital Management LLC | 9,437 | $3.03M | $1.32M | -$1.7M | -56.28% |
Kevin Kroskey True Wealth Design LLC | 261 | $69,324.35 | $35,762.22 | -$33,562.13 | -48.41% |
Jill Batley Gateway Wealth Partners LLC | 1,200 | $238,090 | $168,516 | -$69,574 | -29.22% |
| KM Kyle Minges Broyhill Asset Management | 6,383 | $1.71M | $895,662.56 | -$816,896.17 | -47.7% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 1,016 | $201,463 | $142,676.88 | -$58,786.12 | -29.18% |
| NB Nicholas Brown Granite Harbor Advisors Inc. | 1,170 | $360,068.42 | $164,303.1 | -$195,765.32 | -54.37% |