| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MV Moises Valladares Insigneo Advisory Services LLC | 11,191 | $1.01M | $932,098.39 | -$77,404.72 | -7.67% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,000 | $236,129.94 | $247,920 | $11,790.06 | 4.99% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 8,140 | $705,374 | $672,689.6 | -$32,684.4 | -4.63% |
| SP Scott Paschal Financial Partners Group LLC | 47,166 | $3.73M | $3.9M | $163,104.57 | 4.37% |
Ashley Buboltz Moran Wealth Management LLC | 146,533 | $12.76M | $12.14M | -$612,328.31 | -4.8% |
| LK Lenny Kisin Applied Capital LLC/FL | 5,466 | $425,202.78 | $452,967.42 | $27,764.64 | 6.53% |
Jeffrey Rosenthal Viawealth LLC | 17,450 | $1.4M | $1.45M | $42,418.8 | 3.02% |
| FFL Financial Freedom LLC Financial Freedom LLC | 84 | $7,247 | $6,961.08 | -$285.92 | -3.95% |
Andrew Lewis Genesis Private Wealth LLC | 5,067 | $440,501.26 | $419,902.29 | -$20,598.97 | -4.68% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 52,783 | $5.01M | $4.37M | -$635,761.52 | -12.69% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 2,990 | $232,383.03 | $247,781.3 | $15,398.27 | 6.63% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 4,526 | $383,534.45 | $375,069.62 | -$8,464.83 | -2.21% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 3,822 | $304,065.28 | $316,729.14 | $12,663.86 | 4.16% |
| PRD Philip Rc Dudley Dudley Capital Management LLC | 9,864 | $776,124.16 | $817,429.68 | $41,305.52 | 5.32% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 3,546 | $309,121.23 | $292,474.08 | -$16,647.15 | -5.39% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,047 | $319,000.24 | $335,374.89 | $16,374.65 | 5.13% |
Kevin Kroskey True Wealth Design LLC | 1,416 | $121,055.85 | $117,938.64 | -$3,117.21 | -2.58% |
Jill Batley Gateway Wealth Partners LLC | 6,184 | $535,864 | $512,468.08 | -$23,395.92 | -4.37% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 203,579 | $18.14M | $16.79M | -$1.35M | -7.42% |
Andrew Brady Brady Family Wealth LLC | 24,517 | $1.93M | $2.02M | $96,317.78 | 5% |