| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 5,872 | $340,795.42 | $529,654.4 | $188,858.98 | 55.42% |
Lydia Moore MRP Capital Investments LLC | 605 | $14,193.32 | $61,498.25 | $47,304.93 | 333.29% |
Jesse Haller Compass Financial Group Inc./SD | 1,604 | $224,000 | $162,100.24 | -$61,899.76 | -27.63% |
Moises Valladares Insigneo Advisory Services LLC | 24,014 | $841,924.54 | $2.46M | $1.62M | 192.36% |
David Stevens Stevens Capital Partners | 3,232 | $451,275 | $328,532.8 | -$122,742.2 | -27.2% |
Michael Radoff LGT Financial Advisors LLC | 12 | $268.8 | $1,082.4 | $813.6 | 302.68% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,481 | $206,792 | $147,818.61 | -$58,973.39 | -28.52% |
Dana Anspach Sensible Money LLC | 1,908 | $266,420 | $172,101.6 | -$94,318.4 | -35.4% |
Scott Highmark Mosaic Family Wealth Partners LLC | 11,041 | $650,927.95 | $1.12M | $464,875.51 | 71.42% |
Scott Paschal Financial Partners Group LLC | 17,705 | $407,362.21 | $1.6M | $1.19M | 292.03% |
Brendan G. Moody Watershed Private Wealth LLC | 2,522 | $352,164 | $227,484.4 | -$124,679.6 | -35.4% |
| KLM Kate L. Miller STAR Financial Bank | 1,990 | $277,864 | $202,283.5 | -$75,580.5 | -27.2% |
Ashley Buboltz Moran Wealth Management LLC | 47,073 | $6.57M | $4.76M | -$1.82M | -27.62% |
Steven Trigili Garden State Investment Advisory Services LLC | 7,289 | $257,789.37 | $710,823.28 | $453,033.91 | 175.74% |
| FFL Financial Freedom LLC Financial Freedom LLC | 3,153 | $84,268.97 | $314,700.93 | $230,431.96 | 273.45% |
| AP Albert Pang BRIGHT VALLEY CAPITAL Ltd. | 1.57M | $172.9M | $163.9M | -$9M | -5.21% |
Ira Ravitz Beverly Hills Private Wealth LLC | 5,435 | $244,810.7 | $552,467.75 | $307,657.05 | 125.67% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 9,881 | $198,114.05 | $891,266.2 | $693,152.15 | 349.88% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,886 | $504,012.18 | $981,917.2 | $477,905.02 | 94.82% |
Rick Mordesovich Sonoma Private Wealth LLC | 3,266 | $456,032 | $334,765 | -$121,267 | -26.59% |