| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 9,049 | $2.33M | $2.19M | -$146,846.82 | -6.29% |
Ashley Buboltz Moran Wealth Management LLC | 29,093 | $6.96M | $6.94M | -$16,311.81 | -0.23% |
Steven Trigili Garden State Investment Advisory Services LLC | 4,430 | $842,010.91 | $1.07M | $223,979.99 | 26.6% |
Jeffrey Rosenthal Viawealth LLC | 2,487 | $666,755.97 | $599,118.3 | -$67,637.67 | -10.14% |
David Smith Linden Thomas Advisory Services LLC | 21,703 | $4.08M | $5.19M | $1.1M | 26.99% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,636 | $395,017.36 | $393,049 | -$1,968.36 | -0.5% |
Philip Rc Dudley Dudley Capital Management LLC | 3,884 | $688,461.14 | $939,578.44 | $251,117.3 | 36.48% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 116 | $21,654 | $27,987.32 | $6,333.32 | 29.25% |
Paul B. Ordonio Park Place Capital Corp. | 5,455 | $884,264.35 | $1.34M | $451,065.1 | 51.01% |
Sheila J. Lindsay Bensler LLC | 2,308 | $543,206.06 | $549,650.2 | $6,444.14 | 1.19% |
Kevin Kroskey True Wealth Design LLC | 143 | $28,789.32 | $35,283.82 | $6,494.5 | 22.56% |
Jill Batley Gateway Wealth Partners LLC | 1,915 | $357,523.89 | $460,002.15 | $102,478.26 | 28.66% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 7,867 | $1.3M | $1.89M | $591,198.01 | 45.39% |
Eric B. Parsons St. Louis Financial Planners Asset Management LLC | 979 | $153,370.14 | $235,645.3 | $82,275.16 | 53.64% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 1,762 | $508,776.19 | $422,289.73 | -$86,486.46 | -17% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 1,986 | $526,876.24 | $476,500.98 | -$50,375.26 | -9.56% |
Nicholas Brown Granite Harbor Advisors Inc. | 1,366 | $344,874.67 | $337,675.2 | -$7,199.47 | -2.09% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 211,385 | $44.06M | $50.46M | $6.4M | 14.52% |
Beth Zilka Baron Wealth Management LLC | 2,609 | $484,253.23 | $625,559.93 | $141,306.7 | 29.18% |
Lison Couture iA Global Asset Management Inc. | 81,062 | $14.53M | $19.39M | $4.86M | 33.42% |