| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Hanson Breakwater Capital Group | 1,973 | $408,977.65 | $397,253.68 | -$11,723.97 | -2.87% |
Darren Tapley New England Capital Financial Advisors LLC | 81 | $11,645.31 | $16,285.86 | $4,640.55 | 39.85% |
Paul L. Moffat Arista Wealth Management LLC | 4,848 | $1.03M | $977,744.64 | -$53,024.28 | -5.14% |
David Bach River Street Advisors LLC | 10,348 | $2.19M | $2.1M | -$88,158.62 | -4.03% |
Moises Valladares Insigneo Advisory Services LLC | 2,788 | $516,260.96 | $560,945.6 | $44,684.64 | 8.66% |
John Canning Mi LLCreek Capital Advisors LLC | 1,130 | $240,709.08 | $227,898.4 | -$12,810.68 | -5.32% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,778 | $356,774 | $357,484.68 | $710.68 | 0.2% |
Ashley Buboltz Moran Wealth Management LLC | 34,876 | $7.42M | $7M | -$424,440.97 | -5.72% |
Kun Gao Sherbrooke Park Advisers LLC | 1,840 | $445,942 | $373,446.4 | -$72,495.6 | -16.26% |
Jeffrey Rosenthal Viawealth LLC | 4,345 | $683,134.66 | $879,254.2 | $196,119.54 | 28.71% |
Andrew Lewis Genesis Private Wealth LLC | 1,532 | $284,364.51 | $311,156.86 | $26,792.35 | 9.42% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 203 | $43,190 | $40,891.3 | -$2,298.7 | -5.32% |
David Smith Linden Thomas Advisory Services LLC | 1,209 | $163,655.76 | $242,211.06 | $78,555.3 | 48% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,157 | $207,450.1 | $233,563.59 | $26,113.49 | 12.59% |
Vickie Chrisman LMG Wealth Partners LLC | 1,097 | $220,080 | $222,745.85 | $2,665.85 | 1.21% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 8,119 | $1.07M | $1.63M | $566,261.42 | 53.05% |
Paul B. Ordonio Park Place Capital Corp. | 407 | $48,306.1 | $80,968.58 | $32,662.48 | 67.62% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,116 | $450,060.37 | $426,046.02 | -$24,014.35 | -5.34% |
Kevin Kroskey True Wealth Design LLC | 1,801 | $370,846.36 | $358,146.86 | -$12,699.5 | -3.42% |
Jill Batley Gateway Wealth Partners LLC | 1,034 | $188,581.51 | $207,358.36 | $18,776.85 | 9.96% |