| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFL Financial Freedom LLC Financial Freedom LLC | 4,695 | $1.24M | $1.29M | $44,538.4 | 3.59% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 1,316 | $402,231.12 | $356,162.25 | -$46,068.87 | -11.45% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 150 | $41,137.87 | $41,172.75 | $34.88 | 0.08% |
David Smith Linden Thomas Advisory Services LLC | 743 | $225,659.75 | $201,085.53 | -$24,574.22 | -10.89% |
Ira Ravitz Beverly Hills Private Wealth LLC | 6,869 | $1.97M | $1.89M | -$88,478.57 | -4.48% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 2,600 | $753,714.03 | $703,664.03 | -$50,050 | -6.64% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,187 | $2.2M | $1.95M | -$253,317.34 | -11.52% |
Philip Rc Dudley Dudley Capital Management LLC | 959 | $253,397.96 | $259,543.77 | $6,145.81 | 2.43% |
Vickie Chrisman LMG Wealth Partners LLC | 20,313 | $5.64M | $5.6M | -$41,999.62 | -0.74% |
Robert Hackenberg Northeast Financial Group Inc. | 760 | $226,646.36 | $205,686.41 | -$20,959.95 | -9.25% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 162 | $50,348.18 | $43,843.68 | -$6,504.5 | -12.92% |
Paul B. Ordonio Park Place Capital Corp. | 2,484 | $712,217.39 | $677,709.7 | -$34,507.69 | -4.85% |
| SM Sarah Moore BOS Asset Management LLC | 2,072 | $563,644.93 | $560,766.1 | -$2,878.83 | -0.51% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,519 | $988,204.62 | $964,206 | -$23,998.62 | -2.43% |
Kevin Kroskey True Wealth Design LLC | 2,299 | $701,692.71 | $622,201.38 | -$79,491.33 | -11.33% |
Jill Batley Gateway Wealth Partners LLC | 8,078 | $2.45M | $2.19M | -$263,924.37 | -10.77% |
David Kronour Kapstone Financial Advisors LLC | 1,079 | $329,200.89 | $296,169.3 | -$33,031.59 | -10.03% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 3,570 | $1.03M | $977,180.4 | -$55,651.41 | -5.39% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 1,850 | $538,366.02 | $491,230.5 | -$47,135.52 | -8.76% |
Jennifer Henry Continuum Wealth Advisors LLC | 914 | $247,457.87 | $247,364.97 | -$92.9 | -0.04% |