| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DCB David C. Bensch Evergreen Wealth Management LLC | 28,707 | $2.72M | $2.06M | -$658,727.85 | -24.24% |
Ashley Buboltz Moran Wealth Management LLC | 128,766 | $14.37M | $9.47M | -$4.9M | -34.07% |
Steven Trigili Garden State Investment Advisory Services LLC | 27,890 | $1.37M | $2M | $626,830.96 | 45.65% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 4,627 | $182,822.89 | $331,802.17 | $148,979.28 | 81.49% |
Jeffrey Rosenthal Viawealth LLC | 10,690 | $322,557.71 | $766,579.9 | $444,022.19 | 137.66% |
| SL Sarah Ludden Clifford Group LLC | 2,497 | $240,087 | $179,059.87 | -$61,027.13 | -25.42% |
| DL Dina Lukina Scalar Gauge Management LLC | 33,000 | $3.75M | $2.37M | -$1.38M | -36.85% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 71,090 | $6.71M | $5.27M | -$1.44M | -21.45% |
David Smith Linden Thomas Advisory Services LLC | 65,506 | $3.26M | $4.7M | $1.44M | 44.19% |
Ira Ravitz Beverly Hills Private Wealth LLC | 7,048 | $677,665.66 | $522,397.76 | -$155,267.9 | -22.91% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 12,460 | $454,557.8 | $893,506.6 | $438,948.8 | 96.57% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 21,582 | $1.95M | $1.55M | -$406,132.35 | -20.79% |
Philip Rc Dudley Dudley Capital Management LLC | 19,865 | $901,227.14 | $1.42M | $523,292.01 | 58.06% |
Robert Hackenberg Northeast Financial Group Inc. | 3,637 | $280,687.59 | $260,809.27 | -$19,878.32 | -7.08% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 8,944 | $441,251.7 | $641,374.24 | $200,122.54 | 45.35% |
Paul B. Ordonio Park Place Capital Corp. | 6,454 | $365,397.04 | $462,816.34 | $97,419.3 | 26.66% |
| SM Sarah Moore BOS Asset Management LLC | 5,148 | $482,604.98 | $369,163.08 | -$113,441.9 | -23.51% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,837 | $266,614.81 | $207,498.18 | -$59,116.63 | -22.17% |
Kevin Kroskey True Wealth Design LLC | 1,090 | $111,756.05 | $78,163.9 | -$33,592.15 | -30.06% |
Jill Batley Gateway Wealth Partners LLC | 22,063 | $2.12M | $1.58M | -$540,881.94 | -25.48% |