| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SL Sarah Ludden Clifford Group LLC | 1,073 | $229,257 | $293,047.03 | $63,790.03 | 27.82% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 1,410 | $610,996 | $424,565.09 | -$186,430.91 | -30.51% |
David Smith Linden Thomas Advisory Services LLC | 22,359 | $1.82M | $6.42M | $4.6M | 252.8% |
Ira Ravitz Beverly Hills Private Wealth LLC | 713 | $308,964 | $214,691.42 | -$94,272.58 | -30.51% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 5,501 | $397,389.4 | $1.66M | $1.26M | 316.82% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 862 | $339,060.74 | $247,325.05 | -$91,735.69 | -27.06% |
Rick Mordesovich Sonoma Private Wealth LLC | 495 | $214,498 | $135,969.07 | -$78,528.93 | -36.61% |
Philip Rc Dudley Dudley Capital Management LLC | 800 | $346,664 | $229,536 | -$117,128 | -33.79% |
Vickie Chrisman LMG Wealth Partners LLC | 480 | $207,998 | $144,532.8 | -$63,465.2 | -30.51% |
Paul B. Ordonio Park Place Capital Corp. | 233 | $76,234.69 | $63,977.14 | -$12,257.55 | -16.08% |
| SM Sarah Moore BOS Asset Management LLC | 5,400 | $390,042.47 | $1.63M | $1.24M | 316.88% |
Sheila J. Lindsay Bensler LLC | 2,620 | $311,764.43 | $788,908.17 | $477,143.74 | 153.05% |
David D. Jones Applied Finance Capital Management LLC | 6,166 | $600,198.4 | $1.86M | $1.26M | 209.34% |
Kevin Kroskey True Wealth Design LLC | 636 | $68,516.26 | $176,464.56 | $107,948.3 | 157.55% |
Jill Batley Gateway Wealth Partners LLC | 2,110 | $450,781.31 | $564,910.3 | $114,128.99 | 25.32% |
David Kronour Kapstone Financial Advisors LLC | 2,273 | $433,398.3 | $684,423.01 | $251,024.71 | 57.92% |
Eric B. Parsons St. Louis Financial Planners Asset Management LLC | 12,368 | $5.36M | $3.38M | -$1.98M | -36.96% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 888 | $384,797.03 | $254,784.97 | -$130,012.06 | -33.79% |
Jennifer Henry Continuum Wealth Advisors LLC | 2,645 | $192,634.18 | $721,476.62 | $528,842.44 | 274.53% |
Leigha Shepard Midwest Financial Group LLC | 635 | $45,891.13 | $182,194.2 | $136,303.07 | 297.01% |