| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PLM Paul L. Moffat Arista Wealth Management LLC | 4,848 | $1.03M | $1.01M | -$24,905.88 | -2.42% |
David Bach River Street Advisors LLC | 9,458 | $2.01M | $1.97M | -$40,840.43 | -2.03% |
| MV Moises Valladares Insigneo Advisory Services LLC | 3,060 | $551,925.63 | $636,571.8 | $84,646.17 | 15.34% |
John Canning Mi LLCreek Capital Advisors LLC | 1,130 | $240,709.08 | $235,073.9 | -$5,635.18 | -2.34% |
Ashley Buboltz Moran Wealth Management LLC | 35,962 | $7.65M | $7.48M | -$170,100.35 | -2.22% |
Kun Gao Sherbrooke Park Advisers LLC | 1,840 | $445,942 | $382,775.2 | -$63,166.8 | -14.16% |
Jeffrey Rosenthal Viawealth LLC | 3,173 | $447,985.07 | $660,079.19 | $212,094.12 | 47.34% |
| FFL Financial Freedom LLC Financial Freedom LLC | 43 | $7,844 | $8,945.29 | $1,101.29 | 14.04% |
Andrew Lewis Genesis Private Wealth LLC | 1,532 | $284,364.51 | $318,701.96 | $34,337.45 | 12.08% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 203 | $43,190 | $42,230.09 | -$959.91 | -2.22% |
| DS David Smith Linden Thomas Advisory Services LLC | 1,209 | $163,655.76 | $251,508.27 | $87,852.51 | 53.68% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,157 | $207,450.1 | $240,690.71 | $33,240.61 | 16.02% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 8,119 | $1.07M | $1.69M | $621,551.8 | 58.23% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 407 | $48,306.1 | $84,668.21 | $36,362.11 | 75.27% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,112 | $449,258 | $439,359.36 | -$9,898.64 | -2.2% |
Kevin Kroskey True Wealth Design LLC | 1,207 | $256,162.48 | $251,092.21 | -$5,070.27 | -1.98% |
Jill Batley Gateway Wealth Partners LLC | 2,244 | $409,262 | $466,819.32 | $57,557.32 | 14.06% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 2,194 | $485,608.62 | $456,417.82 | -$29,190.8 | -6.01% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 68,387 | $14.42M | $14.23M | -$194,005.06 | -1.35% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 654 | $136,343.29 | $136,051.62 | -$291.67 | -0.21% |