| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kun Gao Sherbrooke Park Advisers LLC | 767 | $564,311.84 | $426,996.59 | -$137,315.25 | -24.33% |
| LK Lenny Kisin Applied Capital LLC/FL | 7,995 | $2.19M | $4.45M | $2.26M | 103.2% |
Jeffrey Rosenthal Viawealth LLC | 2,877 | $1.32M | $1.72M | $400,335.38 | 30.25% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 475 | $337,086.63 | $279,271.5 | -$57,815.13 | -17.15% |
| FFL Financial Freedom LLC Financial Freedom LLC | 574 | $71,930.04 | $340,996.18 | $269,066.14 | 374.07% |
| SL Sarah Ludden Clifford Group LLC | 2,618 | $530,546.35 | $1.54M | $1.01M | 191.06% |
Andrew Lewis Genesis Private Wealth LLC | 1,575 | $919,541.93 | $876,818.28 | -$42,723.65 | -4.65% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 722 | $341,248.2 | $401,944.63 | $60,696.43 | 17.79% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 266 | $133,224.99 | $157,422.79 | $24,197.8 | 18.16% |
Richard W. Lowrie Park Edge Advisors LLC | 3,568 | $1.43M | $1.99M | $560,344.45 | 39.29% |
David Smith Linden Thomas Advisory Services LLC | 14,013 | $7.26M | $7.8M | $537,338.29 | 7.4% |
Ira Ravitz Beverly Hills Private Wealth LLC | 17,559 | $9M | $10.39M | $1.39M | 15.46% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 3,839 | $721,906.99 | $2.14M | $1.42M | 196.05% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,092 | $2.57M | $2.28M | -$295,899 | -11.5% |
Rick Mordesovich Sonoma Private Wealth LLC | 480 | $343,987.13 | $283,127.99 | -$60,859.14 | -17.69% |
Philip Rc Dudley Dudley Capital Management LLC | 2,955 | $788,293.82 | $1.65M | $856,784.29 | 108.69% |
Vickie Chrisman LMG Wealth Partners LLC | 379 | $213,487 | $219,384.14 | $5,897.14 | 2.76% |
Robert Hackenberg Northeast Financial Group Inc. | 377 | $276,355.05 | $209,879.68 | -$66,475.37 | -24.05% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 586 | $213,963.17 | $326,232.07 | $112,268.9 | 52.47% |
Paul B. Ordonio Park Place Capital Corp. | 4,982 | $1.98M | $2.94M | $961,232.09 | 48.61% |