| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 160,799 | $23.82M | $24.2M | $378,861.77 | 1.59% |
John Canning Mi LLCreek Capital Advisors LLC | 7,921 | $1.27M | $1.03M | -$238,687.07 | -18.83% |
| NH Nathaniel Holden Core Wealth Partners LLC | 9,181 | $1.54M | $1.19M | -$343,674.37 | -22.37% |
| TAL TFB Advisors LLC TFB Advisors LLC | 7,413 | $1.16M | $1.07M | -$87,399.76 | -7.55% |
Scott Highmark Mosaic Family Wealth Partners LLC | 14,734 | $2.13M | $2.13M | -$1,129.77 | -0.05% |
Scott Paschal Financial Partners Group LLC | 6,190 | $1.09M | $803,895.3 | -$282,723.73 | -26.02% |
Brendan G. Moody Watershed Private Wealth LLC | 4,557 | $668,800.78 | $591,817.59 | -$76,983.19 | -11.51% |
Robert B. LaRue Owen LaRue LLC | 1,697 | $248,754 | $220,389.39 | -$28,364.61 | -11.4% |
Ashley Buboltz Moran Wealth Management LLC | 3,033 | $662,788.08 | $438,950.92 | -$223,837.16 | -33.77% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,174 | $402,458.7 | $316,273.52 | -$86,185.18 | -21.41% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 2,940 | $523,258.87 | $381,817.8 | -$141,441.07 | -27.03% |
Kun Gao Sherbrooke Park Advisers LLC | 1,107 | $267,317.7 | $143,766.09 | -$123,551.61 | -46.22% |
Jeffrey Rosenthal Viawealth LLC | 10,097 | $1.44M | $1.47M | $23,925.66 | 1.66% |
| FFL Financial Freedom LLC Financial Freedom LLC | 2,041 | $216,243.42 | $294,699.99 | $78,456.57 | 36.28% |
| SL Sarah Ludden Clifford Group LLC | 2,235 | $210,425.53 | $336,412.2 | $125,986.67 | 59.87% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 190 | $15,530.42 | $27,918.6 | $12,388.18 | 79.77% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 2,432 | $356,410 | $357,358.08 | $948.08 | 0.27% |
Richard W. Lowrie Park Edge Advisors LLC | 1,378 | $372,677.05 | $178,960.86 | -$193,716.19 | -51.98% |
David Smith Linden Thomas Advisory Services LLC | 22,069 | $2.37M | $2.87M | $500,631.78 | 21.16% |
Ira Ravitz Beverly Hills Private Wealth LLC | 2,095 | $235,400.37 | $307,839.3 | $72,438.93 | 30.77% |