| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Canning Mi LLCreek Capital Advisors LLC | 461 | $228,545 | $229,951.41 | $1,406.41 | 0.62% |
Scott Highmark Mosaic Family Wealth Partners LLC | 4,829 | $2.48M | $2.4M | -$74,714.43 | -3.01% |
| KLM Kate L. Miller STAR Financial Bank | 505 | $262,065 | $249,273.05 | -$12,791.95 | -4.88% |
Ashley Buboltz Moran Wealth Management LLC | 49,064 | $17.47M | $24.39M | $6.91M | 39.57% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 585 | $303,580 | $293,248.8 | -$10,331.2 | -3.4% |
| SL Sarah Ludden Clifford Group LLC | 1,053 | $502,804.51 | $521,213.94 | $18,409.43 | 3.66% |
Andrew Lewis Genesis Private Wealth LLC | 763 | $386,559.53 | $382,285.89 | -$4,273.64 | -1.11% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 230 | $81,751 | $114,691.8 | $32,940.8 | 40.29% |
David Smith Linden Thomas Advisory Services LLC | 3,537 | $1.57M | $1.76M | $191,716.55 | 12.23% |
Ira Ravitz Beverly Hills Private Wealth LLC | 2,215 | $836,874.38 | $1.1M | $266,538.94 | 31.85% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,404 | $550,354.73 | $700,174.8 | $149,820.07 | 27.22% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 34 | $16,856 | $16,913.98 | $57.98 | 0.34% |
Paul B. Ordonio Park Place Capital Corp. | 499 | $217,654.56 | $246,496.02 | $28,841.46 | 13.25% |
| SM Sarah Moore BOS Asset Management LLC | 598 | $244,685.76 | $299,675.74 | $54,989.98 | 22.47% |
Kevin Kroskey True Wealth Design LLC | 643 | $309,177 | $317,140.46 | $7,963.46 | 2.58% |
Jill Batley Gateway Wealth Partners LLC | 1,992 | $987,905.3 | $990,780.96 | $2,875.66 | 0.29% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 562 | $291,644 | $277,692.63 | -$13,951.37 | -4.78% |
Nicholas Brown Granite Harbor Advisors Inc. | 994 | $437,176.53 | $495,225.71 | $58,049.18 | 13.28% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 76,190 | $35.65M | $37.87M | $2.22M | 6.23% |
Beth Zilka Baron Wealth Management LLC | 1,928 | $755,724.47 | $962,708.24 | $206,983.77 | 27.39% |