| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua A. Kennon Kennon-Green & Company LLC | 96,386 | $6.15M | $6.16M | $10,601.51 | 0.17% |
Dean Pelos Commonwealth Retirement Investments LLC | 3,826 | $230,307.26 | $244,825.74 | $14,518.48 | 6.3% |
Bepin Serraj Richard W. Paul & Associates LLC | 222 | $12,795.84 | $14,234.64 | $1,438.8 | 11.24% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 493 | $32,188.21 | $31,492.84 | -$695.37 | -2.16% |
Jesse Ellington Dover Advisors LLC | 16,357 | $1.16M | $1.05M | -$112,181.05 | -9.67% |
Darren Tapley New England Capital Financial Advisors LLC | 496 | $31,805.55 | $31,768.8 | -$36.75 | -0.12% |
Moises Valladares Insigneo Advisory Services LLC | 4,268 | $287,294.31 | $273,728.18 | -$13,566.13 | -4.72% |
John Canning Mi LLCreek Capital Advisors LLC | 3,678 | $211,997 | $235,670.79 | $23,673.79 | 11.17% |
Scott Highmark Mosaic Family Wealth Partners LLC | 18,336 | $1.06M | $1.17M | $114,565.25 | 10.81% |
Andrew Lewis Genesis Private Wealth LLC | 4,068 | $234,506.84 | $261,185.94 | $26,679.1 | 11.38% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,296 | $86,378 | $83,099.52 | -$3,278.48 | -3.8% |
Ira Ravitz Beverly Hills Private Wealth LLC | 5,020 | $364,711.59 | $321,756.9 | -$42,954.69 | -11.78% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 3,546 | $211,802.58 | $227,085.84 | $15,283.26 | 7.22% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 434 | $25,056.57 | $27,834.59 | $2,778.02 | 11.09% |
Paul B. Ordonio Park Place Capital Corp. | 4,277 | $246,657.49 | $271,675.04 | $25,017.55 | 10.14% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,273 | $286,140.74 | $273,450.63 | -$12,690.11 | -4.43% |
Kevin Kroskey True Wealth Design LLC | 66 | $3,828.82 | $4,159.98 | $331.16 | 8.65% |
Johnathan Kasting DDFG Inc. | 4,359 | $287,320.75 | $274,747.77 | -$12,572.98 | -4.38% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 9,555 | $640,426.88 | $603,828.22 | -$36,598.66 | -5.71% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 11,197 | $666,770.56 | $716,048.15 | $49,277.59 | 7.39% |