| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Highmark Mosaic Family Wealth Partners LLC | 2,905 | $627,101.47 | $565,835.9 | -$61,265.57 | -9.77% |
Ashley Buboltz Moran Wealth Management LLC | 1,523 | $348,824.31 | $296,649.94 | -$52,174.37 | -14.96% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,647 | $388,848.72 | $321,132.06 | -$67,716.66 | -17.41% |
| SL Sarah Ludden Clifford Group LLC | 1,296 | $298,487.22 | $262,375.2 | -$36,112.02 | -12.1% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 48,706 | $11.15M | $10.2M | -$952,202.89 | -8.54% |
David Smith Linden Thomas Advisory Services LLC | 1,767 | $348,290.73 | $344,529.66 | -$3,761.07 | -1.08% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 4,589 | $1.05M | $894,763.22 | -$158,641.73 | -15.06% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 132 | $25,027 | $25,737.36 | $710.36 | 2.84% |
Paul B. Ordonio Park Place Capital Corp. | 725 | $169,103.1 | $146,776.25 | -$22,326.85 | -13.2% |
David D. Jones Applied Finance Capital Management LLC | 48,664 | $11.47M | $9.49M | -$1.98M | -17.3% |
Kevin Kroskey True Wealth Design LLC | 1,052 | $206,062.1 | $205,118.96 | -$943.14 | -0.46% |
Jill Batley Gateway Wealth Partners LLC | 1,150 | $218,118 | $224,227 | $6,109 | 2.8% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 4,484 | $854,112.32 | $938,815.08 | $84,702.76 | 9.92% |
Nicholas Brown Granite Harbor Advisors Inc. | 1,278 | $280,686.6 | $249,184.44 | -$31,502.16 | -11.22% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 127,916 | $25.19M | $25.9M | $707,125.58 | 2.81% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 668 | $129,871.32 | $135,236.6 | $5,365.28 | 4.13% |
Beth Zilka Baron Wealth Management LLC | 2,971 | $677,042.11 | $579,285.58 | -$97,756.53 | -14.44% |
Lison Couture iA Global Asset Management Inc. | 16,592 | $3.28M | $3.24M | -$43,102.95 | -1.31% |
Andrew Brady Brady Family Wealth LLC | 1,332 | $309,286.99 | $259,713.36 | -$49,573.63 | -16.03% |
Dana Isaacs ClearAlpha Technologies LP | 3,454 | $656,956.33 | $699,262.3 | $42,305.97 | 6.44% |