| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DS David Smith Linden Thomas Advisory Services LLC | 14,252 | $3.11M | $2.97M | -$134,937.7 | -4.34% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 13,576 | $3.03M | $2.83M | -$195,332.89 | -6.45% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,982 | $688,185.73 | $610,445.22 | -$77,740.51 | -11.3% |
| VC Vickie Chrisman LMG Wealth Partners LLC | 21,791 | $4.4M | $4.55M | $143,877.04 | 3.27% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 269 | $63,509.39 | $56,148.37 | -$7,361.02 | -11.59% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 248 | $54,674.08 | $51,765.04 | -$2,909.04 | -5.32% |
| SM Sarah Moore BOS Asset Management LLC | 1,120 | $297,022.44 | $233,777.6 | -$63,244.84 | -21.29% |
David D. Jones Applied Finance Capital Management LLC | 97,776 | $26.41M | $20.41M | -$6M | -22.72% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,296 | $569,962.53 | $479,244.08 | -$90,718.45 | -15.92% |
Kevin Kroskey True Wealth Design LLC | 34 | $8,033.59 | $7,096.82 | -$936.77 | -11.66% |
Jill Batley Gateway Wealth Partners LLC | 3,536 | $841,803 | $738,069.28 | -$103,733.72 | -12.32% |
David Kronour Kapstone Financial Advisors LLC | 1,160 | $239,287.76 | $242,126.8 | $2,839.04 | 1.19% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 4,282 | $899,732.9 | $893,781.86 | -$5,951.04 | -0.66% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 1,913 | $464,420.01 | $399,300.49 | -$65,119.52 | -14.02% |
| GT Gregory Turcotte Alpha Financial Partners LLC | 1,221 | $299,807.21 | $254,859.33 | -$44,947.88 | -14.99% |
Courtney Gooding Bush Investment Group LLC | 3,122 | $686,682.19 | $651,655.06 | -$35,027.13 | -5.1% |
| NB Nicholas Brown Granite Harbor Advisors Inc. | 1,286 | $299,125.26 | $268,426.78 | -$30,698.48 | -10.26% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 761 | $177,488 | $158,843.53 | -$18,644.47 | -10.5% |
| SJC Steven J. Chapman Perbak Capital Partners LLP | 4,356 | $1.04M | $909,227.88 | -$135,377.53 | -12.96% |
Beth Zilka Baron Wealth Management LLC | 4,380 | $987,639.58 | $914,237.4 | -$73,402.18 | -7.43% |