| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,874 | $662,905.92 | $566,342.11 | -$96,563.81 | -14.57% |
Vickie Chrisman LMG Wealth Partners LLC | 23,719 | $4.83M | $4.71M | -$124,168.22 | -2.57% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 269 | $63,509.39 | $53,014.52 | -$10,494.87 | -16.52% |
Paul B. Ordonio Park Place Capital Corp. | 257 | $56,658.49 | $50,401.55 | -$6,256.94 | -11.04% |
| SM Sarah Moore BOS Asset Management LLC | 1,120 | $297,022.44 | $222,611.76 | -$74,410.68 | -25.05% |
David D. Jones Applied Finance Capital Management LLC | 70,821 | $19.11M | $14.11M | -$5M | -26.16% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,299 | $570,623.89 | $453,638.68 | -$116,985.21 | -20.5% |
Kevin Kroskey True Wealth Design LLC | 59 | $12,641.21 | $11,547.48 | -$1,093.73 | -8.65% |
Jill Batley Gateway Wealth Partners LLC | 1,702 | $402,185.58 | $334,417.47 | -$67,768.11 | -16.85% |
David Kronour Kapstone Financial Advisors LLC | 1,071 | $221,555.4 | $211,725.99 | -$9,829.41 | -4.44% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 1,864 | $454,621.48 | $367,314.43 | -$87,307.05 | -19.2% |
Gregory Turcotte Alpha Financial Partners LLC | 1,232 | $302,231.85 | $241,225.6 | -$61,006.25 | -20.19% |
Courtney Gooding Bush Investment Group LLC | 3,122 | $686,682.19 | $615,283.76 | -$71,398.43 | -10.4% |
Nicholas Brown Granite Harbor Advisors Inc. | 1,366 | $316,764.44 | $270,864.14 | -$45,900.3 | -14.49% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 1,043 | $239,666.16 | $203,426.72 | -$36,239.44 | -15.12% |
Beth Zilka Baron Wealth Management LLC | 4,380 | $987,639.58 | $865,269 | -$122,370.58 | -12.39% |
Lison Couture iA Global Asset Management Inc. | 6,073 | $1.49M | $1.2M | -$298,765.12 | -19.98% |
Andrew Brady Brady Family Wealth LLC | 38,805 | $7.84M | $7.57M | -$274,347.73 | -3.5% |
Amber Anderson Aspen Wealth Strategies LLC | 1,356 | $310,709.61 | $264,474.24 | -$46,235.37 | -14.88% |
| PIL PFG Investments LLC PFG Investments LLC | 12,561 | $3.19M | $2.45M | -$734,858.57 | -23.04% |