| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 11,599 | $3.19M | $4.1M | $907,370.59 | 28.44% |
Paul L. Moffat Arista Wealth Management LLC | 2,371 | $1.21M | $837,745.41 | -$372,837.42 | -30.8% |
Moises Valladares Insigneo Advisory Services LLC | 3,186 | $1.29M | $1.26M | -$31,629.93 | -2.45% |
David Stevens Stevens Capital Partners | 624 | $324,315.9 | $245,469.12 | -$78,846.78 | -24.31% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,245 | $537,628.47 | $458,489.94 | -$79,138.53 | -14.72% |
Scott Highmark Mosaic Family Wealth Partners LLC | 625 | $248,567 | $230,165.63 | -$18,401.37 | -7.4% |
Brendan G. Moody Watershed Private Wealth LLC | 859 | $341,607 | $303,510.46 | -$38,096.54 | -11.15% |
Ashley Buboltz Moran Wealth Management LLC | 7,286 | $3.33M | $2.68M | -$650,136.51 | -19.5% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,408 | $577,350.96 | $553,879.04 | -$23,471.92 | -4.07% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 823 | $327,291 | $290,790.58 | -$36,500.42 | -11.15% |
Syed Rizvi AlphaQ Advisors LLC | 2,233 | $891,167.82 | $788,985.87 | -$102,181.95 | -11.47% |
David Smith Linden Thomas Advisory Services LLC | 11,365 | $4.15M | $4.02M | -$137,863.13 | -3.32% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 885 | $307,378 | $312,697.04 | $5,319.04 | 1.73% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 66 | $30,425 | $23,319.78 | -$7,105.22 | -23.35% |
Paul B. Ordonio Park Place Capital Corp. | 717 | $287,861.6 | $282,863.68 | -$4,997.92 | -1.74% |
Kevin Kroskey True Wealth Design LLC | 119 | $47,551.59 | $42,046.27 | -$5,505.32 | -11.58% |
Jill Batley Gateway Wealth Partners LLC | 888 | $409,366 | $313,757.03 | -$95,608.97 | -23.36% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 3,666 | $1.29M | $1.35M | $59,938.1 | 4.65% |
David Kronour Kapstone Financial Advisors LLC | 1,230 | $344,384.29 | $465,813.29 | $121,429 | 35.26% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 875 | $347,969.99 | $344,207.5 | -$3,762.49 | -1.08% |