| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Trigili Garden State Investment Advisory Services LLC | 8,715 | $776,929.52 | $838,295.85 | $61,366.33 | 7.9% |
Jeffrey Rosenthal Viawealth LLC | 2,379 | $220,276.91 | $228,836.01 | $8,559.1 | 3.89% |
| FFL Financial Freedom LLC Financial Freedom LLC | 2,986 | $263,022.33 | $312,574.48 | $49,552.15 | 18.84% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 2,514 | $218,416 | $241,821.66 | $23,405.66 | 10.72% |
Ira Ravitz Beverly Hills Private Wealth LLC | 4,056 | $393,348.98 | $425,454.12 | $32,105.14 | 8.16% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 13,445 | $1.5M | $1.29M | -$203,826.2 | -13.61% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,353 | $470,776.74 | $418,715.07 | -$52,061.67 | -11.06% |
Vickie Chrisman LMG Wealth Partners LLC | 27,422 | $2.45M | $2.64M | $191,018.44 | 7.81% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2,217 | $209,944.6 | $213,253.23 | $3,308.63 | 1.58% |
Paul B. Ordonio Park Place Capital Corp. | 729 | $65,153.6 | $70,122.51 | $4,968.91 | 7.63% |
David D. Jones Applied Finance Capital Management LLC | 226,422 | $24.23M | $21.78M | -$2.45M | -10.11% |
Jeffrey Steele Silverlake Wealth Management LLC | 5,687 | $770,238.88 | $595,315.16 | -$174,923.72 | -22.71% |
Kevin Kroskey True Wealth Design LLC | 1,440 | $133,257.56 | $138,513.6 | $5,256.04 | 3.94% |
Jill Batley Gateway Wealth Partners LLC | 11,839 | $1.15M | $1.14M | -$8,021.1 | -0.7% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 2,841 | $314,217.48 | $297,395.88 | -$16,821.6 | -5.35% |
David Kronour Kapstone Financial Advisors LLC | 2,233 | $194,097.6 | $234,230.53 | $40,132.93 | 20.68% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 3,117 | $314,662.99 | $299,824.23 | -$14,838.76 | -4.72% |
Hannah Rae Leone Foundation Wealth Management LLC | 4,970 | $532,551.13 | $478,064.3 | -$54,486.83 | -10.23% |
Johnathan Kasting DDFG Inc. | 2,878 | $276,980.79 | $276,834.82 | -$145.97 | -0.05% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 123,080 | $14.13M | $11.84M | -$2.29M | -16.2% |