| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Helen Semus Semus Wealth Partners LLC | 636 | $215,097 | $199,812.12 | -$15,284.88 | -7.11% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 657 | $222,317 | $209,412.18 | -$12,904.82 | -5.8% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 2,687 | $601,921.42 | $859,060.77 | $257,139.35 | 42.72% |
Lydia Moore MRP Capital Investments LLC | 350 | $129,482.5 | $111,135.5 | -$18,347 | -14.17% |
Moises Valladares Insigneo Advisory Services LLC | 20,602 | $5.6M | $6.46M | $859,830.22 | 15.36% |
Michael Radoff LGT Financial Advisors LLC | 27 | $8,612 | $8,573.31 | -$38.69 | -0.45% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,006 | $340,287 | $315,934.3 | -$24,352.7 | -7.16% |
Robert B. LaRue Owen LaRue LLC | 3,054 | $977,239.15 | $970,866.6 | -$6,372.55 | -0.65% |
Ashley Buboltz Moran Wealth Management LLC | 55,870 | $16.3M | $17.5M | $1.19M | 7.32% |
Kun Gao Sherbrooke Park Advisers LLC | 1,338 | $494,993 | $425,992.44 | -$69,000.56 | -13.94% |
| LK Lenny Kisin Applied Capital LLC/FL | 9,085 | $1.38M | $2.85M | $1.48M | 107.2% |
| SL Sarah Ludden Clifford Group LLC | 1,178 | $225,951.41 | $369,715.3 | $143,763.89 | 63.63% |
Andrew Lewis Genesis Private Wealth LLC | 849 | $311,455.9 | $270,406.5 | -$41,049.4 | -13.18% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 792 | $214,380.98 | $248,787 | $34,406.02 | 16.05% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,235 | $182,471.47 | $389,531.35 | $207,059.88 | 113.48% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 11,606 | $4.29M | $3.69M | -$600,378.52 | -13.98% |
Richard W. Lowrie Park Edge Advisors LLC | 722 | $202,114.85 | $229,834.26 | $27,719.41 | 13.71% |
David Smith Linden Thomas Advisory Services LLC | 3,962 | $1.17M | $1.24M | $72,333.81 | 6.19% |
Ira Ravitz Beverly Hills Private Wealth LLC | 3,495 | $644,878.68 | $1.11M | $461,096.59 | 71.5% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 6,272 | $1.16M | $1.98M | $824,715.86 | 71.13% |