| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 2,688 | $1.48M | $1.16M | -$327,156.68 | -22.04% |
John J. Edwards Breed's Hi LLCapital LLC | 425 | $221,926.52 | $184,439.37 | -$37,487.15 | -16.89% |
Dean Pelos Commonwealth Retirement Investments LLC | 6 | $2,386 | $2,586.09 | $200.09 | 8.39% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,945 | $617,218.33 | $837,400.3 | $220,181.97 | 35.67% |
Jeffrey Hanson Breakwater Capital Group | 499 | $202,908 | $215,054.18 | $12,146.18 | 5.99% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 11,599 | $3.19M | $4.98M | $1.79M | 55.98% |
Paul L. Moffat Arista Wealth Management LLC | 2,371 | $1.21M | $1.02M | -$191,052.83 | -15.78% |
Moises Valladares Insigneo Advisory Services LLC | 3,186 | $1.29M | $1.36M | $69,143.22 | 5.37% |
David Stevens Stevens Capital Partners | 624 | $324,315.9 | $270,042.24 | -$54,273.66 | -16.73% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,245 | $537,628.47 | $536,271.3 | -$1,357.17 | -0.25% |
Scott Highmark Mosaic Family Wealth Partners LLC | 625 | $248,567 | $269,003.12 | $20,436.12 | 8.22% |
Brendan G. Moody Watershed Private Wealth LLC | 859 | $341,607 | $367,531.74 | $25,924.74 | 7.59% |
Ashley Buboltz Moran Wealth Management LLC | 7,286 | $3.33M | $3.13M | -$200,153.22 | -6% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,408 | $577,350.96 | $606,003.2 | $28,652.24 | 4.96% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 823 | $327,291 | $355,289.1 | $27,998.1 | 8.55% |
Syed Rizvi AlphaQ Advisors LLC | 2,233 | $891,167.82 | $952,664.79 | $61,496.97 | 6.9% |
David Smith Linden Thomas Advisory Services LLC | 11,365 | $4.15M | $4.89M | $734,741.68 | 17.69% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 885 | $307,378 | $379,939.35 | $72,561.35 | 23.61% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 66 | $30,425 | $28,110.39 | -$2,314.61 | -7.61% |
Paul B. Ordonio Park Place Capital Corp. | 717 | $287,861.6 | $305,872.2 | $18,010.6 | 6.26% |