| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MV Moises Valladares Insigneo Advisory Services LLC | 10,975 | $2.83M | $1.87M | -$954,737.74 | -33.75% |
Ashley Buboltz Moran Wealth Management LLC | 27,788 | $6.75M | $4.75M | -$2.01M | -29.75% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 2,042 | $467,622.64 | $348,712.34 | -$118,910.3 | -25.43% |
Jeffrey Rosenthal Viawealth LLC | 4,684 | $958,056.2 | $799,886.68 | -$158,169.52 | -16.51% |
| FFL Financial Freedom LLC Financial Freedom LLC | 64 | $11,964 | $10,929.28 | -$1,034.72 | -8.65% |
| SL Sarah Ludden Clifford Group LLC | 1,075 | $270,549.4 | $183,577.75 | -$86,971.65 | -32.15% |
| DS David Smith Linden Thomas Advisory Services LLC | 21,703 | $4.08M | $3.71M | -$377,245.55 | -9.24% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,636 | $395,017.36 | $279,379.72 | -$115,637.64 | -29.27% |
| PRD Philip Rc Dudley Dudley Capital Management LLC | 3,934 | $695,090.64 | $671,809.18 | -$23,281.46 | -3.35% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 116 | $21,654 | $19,809.32 | -$1,844.68 | -8.52% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 5,430 | $880,347.85 | $927,281.1 | $46,933.25 | 5.33% |
| RV Roland Vetter West Tower Group LLC | 1,200 | $302,244 | $204,924 | -$97,320 | -32.2% |
| SJL Sheila J. Lindsay Bensler LLC | 2,308 | $543,206.06 | $394,137.16 | -$149,068.9 | -27.44% |
David D. Jones Applied Finance Capital Management LLC | 3,519 | $959,595.96 | $600,939.63 | -$358,656.33 | -37.38% |
Kevin Kroskey True Wealth Design LLC | 189 | $40,975.23 | $32,275.53 | -$8,699.7 | -21.23% |
Jill Batley Gateway Wealth Partners LLC | 3,681 | $755,294.42 | $628,604.37 | -$126,690.05 | -16.77% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 1,235 | $230,537 | $210,900.95 | -$19,636.05 | -8.52% |
| EBP Eric B. Parsons St. Louis Financial Planners Asset Management LLC | 21,429 | $4.62M | $3.66M | -$962,642.61 | -20.83% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 1,831 | $526,932.85 | $312,679.87 | -$214,252.98 | -40.66% |
| TAS Todd A. Sixt Strait & Sound Wealth Management LLC | 2,725 | $624,860.25 | $465,348.25 | -$159,512 | -25.53% |