| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SL Sarah Ludden Clifford Group LLC | 6,869 | $495,868.57 | $542,582.31 | $46,713.74 | 9.42% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 2,792 | $227,062.51 | $220,358.6 | -$6,703.91 | -2.95% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 7,800 | $652,080 | $623,610 | -$28,470 | -4.37% |
David Smith Linden Thomas Advisory Services LLC | 2,721 | $238,822 | $216,863.7 | -$21,958.3 | -9.19% |
Ira Ravitz Beverly Hills Private Wealth LLC | 6,822 | $486,825.48 | $545,418.9 | $58,593.42 | 12.04% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 8,803 | $718,163.87 | $702,787.5 | -$15,376.37 | -2.14% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,933 | $367,051.34 | $393,752.06 | $26,700.72 | 7.27% |
Philip Rc Dudley Dudley Capital Management LLC | 6,618 | $552,708.46 | $529,704.72 | -$23,003.74 | -4.16% |
Vickie Chrisman LMG Wealth Partners LLC | 3,219 | $205,726 | $257,874.09 | $52,148.09 | 25.35% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 501 | $46,525.72 | $40,007.35 | -$6,518.37 | -14.01% |
Paul B. Ordonio Park Place Capital Corp. | 6,474 | $453,644.51 | $510,539.64 | $56,895.13 | 12.54% |
Jeffrey Steele Silverlake Wealth Management LLC | 5,057 | $408,135.35 | $403,675.02 | -$4,460.33 | -1.09% |
Kevin Kroskey True Wealth Design LLC | 4,278 | $396,227.47 | $337,790.88 | -$58,436.59 | -14.75% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 134,490 | $9.85M | $10.63M | $773,497.35 | 7.85% |
Jill Batley Gateway Wealth Partners LLC | 8,697 | $801,396.33 | $693,585.75 | -$107,810.58 | -13.45% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 2,546 | $236,063.68 | $203,221.72 | -$32,841.96 | -13.91% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 5,190 | $443,526.88 | $415,770.9 | -$27,755.98 | -6.26% |
Gregory Turcotte Alpha Financial Partners LLC | 2,630 | $179,416.77 | $207,677.95 | $28,261.18 | 15.75% |
Petros Toseland Portman Square Capital LLP | 35,878 | $2.88M | $2.83M | -$47,358.93 | -1.64% |
Nicholas Brown Granite Harbor Advisors Inc. | 14,404 | $1.14M | $1.15M | $6,681.88 | 0.59% |