| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darren Tapley New England Capital Financial Advisors LLC | 195 | $37,145.55 | $36,008.7 | -$1,136.85 | -3.06% |
Walter J. West Milestone Asset Management LLC | 1,432 | $303,714.4 | $264,433.12 | -$39,281.28 | -12.93% |
Paul L. Moffat Arista Wealth Management LLC | 1,232 | $266,691 | $227,501.12 | -$39,189.88 | -14.69% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 3,592 | $681,867.58 | $663,298.72 | -$18,568.86 | -2.72% |
Lydia Moore MRP Capital Investments LLC | 500 | $108,560 | $92,330 | -$16,230 | -14.95% |
Moises Valladares Insigneo Advisory Services LLC | 21,711 | $4.73M | $4.06M | -$670,276.24 | -14.17% |
| NH Nathaniel Holden Core Wealth Partners LLC | 14,341 | $2.73M | $2.65M | -$83,709.34 | -3.06% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,020 | $213,887.59 | $188,353.2 | -$25,534.39 | -11.94% |
Scott Highmark Mosaic Family Wealth Partners LLC | 15,370 | $3.47M | $2.84M | -$632,979.77 | -18.24% |
Scott Paschal Financial Partners Group LLC | 4,002 | $684,060.8 | $748,333.98 | $64,273.18 | 9.4% |
Ashley Buboltz Moran Wealth Management LLC | 1,265 | $273,835 | $233,594.9 | -$40,240.1 | -14.7% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,624 | $508,725.38 | $484,547.84 | -$24,177.54 | -4.75% |
| LK Lenny Kisin Applied Capital LLC/FL | 7,655 | $1.46M | $1.43M | -$26,345.2 | -1.81% |
Jeffrey Rosenthal Viawealth LLC | 5,040 | $968,105.77 | $939,909.65 | -$28,196.12 | -2.91% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 1,723 | $331,035.06 | $323,148.65 | -$7,886.41 | -2.38% |
Andrew Lewis Genesis Private Wealth LLC | 1,533 | $267,939.16 | $283,083.78 | $15,144.62 | 5.65% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 50 | $10,622 | $9,233 | -$1,389 | -13.08% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 2,504 | $474,338.21 | $462,388.64 | -$11,949.57 | -2.52% |
Vickie Chrisman LMG Wealth Partners LLC | 1,420 | $296,289.02 | $264,815.81 | -$31,473.21 | -10.62% |
Paul B. Ordonio Park Place Capital Corp. | 72 | $13,943.79 | $13,461.84 | -$481.95 | -3.46% |