| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 858 | $15,917.37 | $17,142.84 | $1,225.47 | 7.7% |
Daniel Guy Ethos Financial Group LLC | 19,107 | $415,250.12 | $358,447.32 | -$56,802.8 | -13.68% |
Richard S. Levenson Western Financial Corp./CA | 30,404 | $575,760.01 | $570,379.04 | -$5,380.97 | -0.93% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 142,819 | $2.95M | $2.84M | -$108,493.96 | -3.68% |
Loni Adams Daymark Wealth Partners LLC | 23,292 | $451,831.83 | $436,957.92 | -$14,873.91 | -3.29% |
Michael Snyder Beaumont Financial Advisors LLC | 12,540 | $260,430.24 | $235,250.4 | -$25,179.84 | -9.67% |
Belena Vincetti Fortis Capital Advisors LLC | 13,591 | $271,820.04 | $254,967.16 | -$16,852.88 | -6.2% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $20.23 | $20 | -$0.23 | -1.14% |
Scott Register Register Financial Advisors LLC | 80,038 | $1.53M | $1.5M | -$29,810.35 | -1.95% |
Crystal McKeon TSA Wealth Managment LLC | 15,823 | $285,130 | $296,839.48 | $11,709.48 | 4.11% |
| MWL Melia Wealth LLC Melia Wealth LLC | 460,440 | $9.35M | $9.15M | -$196,297.84 | -2.1% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 9,950 | $201,289 | $186,662 | -$14,627 | -7.27% |
David Bach River Street Advisors LLC | 59,267 | $1.1M | $1.11M | $13,629.92 | 1.24% |
John Canning Mi LLCreek Capital Advisors LLC | 39,225 | $706,835 | $735,861 | $29,026 | 4.11% |
| NH Nathaniel Holden Core Wealth Partners LLC | 10,678 | $197,223 | $200,319.28 | $3,096.28 | 1.57% |
Steven Trigili Garden State Investment Advisory Services LLC | 21,535 | $443,087.49 | $430,269.3 | -$12,818.19 | -2.89% |
David Smith Linden Thomas Advisory Services LLC | 71,192 | $1.4M | $1.34M | -$67,617.17 | -4.82% |
Ira Ravitz Beverly Hills Private Wealth LLC | 45,111 | $845,196.23 | $902,445.52 | $57,249.29 | 6.77% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 32,662 | $655,887.71 | $612,739.12 | -$43,148.59 | -6.58% |
Jill Batley Gateway Wealth Partners LLC | 269,136 | $5.33M | $5.05M | -$285,812.61 | -5.36% |