| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Paschal Financial Partners Group LLC | 6,190 | $1.09M | $829,026.7 | -$257,592.33 | -23.71% |
Brendan G. Moody Watershed Private Wealth LLC | 4,557 | $668,800.78 | $612,665.86 | -$56,134.92 | -8.39% |
Robert B. LaRue Owen LaRue LLC | 1,697 | $248,754 | $224,122.79 | -$24,631.21 | -9.9% |
Ashley Buboltz Moran Wealth Management LLC | 3,033 | $662,788.08 | $389,361.37 | -$273,426.71 | -41.25% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,174 | $402,458.7 | $282,348.25 | -$120,110.45 | -29.84% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 2,940 | $523,258.87 | $383,875.8 | -$139,383.07 | -26.64% |
Kun Gao Sherbrooke Park Advisers LLC | 1,107 | $267,317.7 | $144,386.01 | -$122,931.69 | -45.99% |
Jeffrey Rosenthal Viawealth LLC | 10,097 | $1.44M | $1.33M | -$114,655.67 | -7.93% |
| FFL Financial Freedom LLC Financial Freedom LLC | 2,041 | $216,243.42 | $273,575.64 | $57,332.22 | 26.51% |
| SL Sarah Ludden Clifford Group LLC | 2,235 | $210,425.53 | $298,864.2 | $88,438.67 | 42.03% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 190 | $15,530.42 | $24,637.3 | $9,106.88 | 58.64% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 2,432 | $356,410 | $320,428.16 | -$35,981.84 | -10.1% |
Richard W. Lowrie Park Edge Advisors LLC | 1,378 | $372,677.05 | $181,964.9 | -$190,712.15 | -51.17% |
David Smith Linden Thomas Advisory Services LLC | 22,069 | $2.37M | $2.83M | $467,086.9 | 19.75% |
Ira Ravitz Beverly Hills Private Wealth LLC | 2,095 | $235,400.37 | $271,208.22 | $35,807.85 | 15.21% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 12,275 | $1.16M | $1.6M | $433,519.68 | 37.28% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,527 | $909,504.81 | $715,414.88 | -$194,089.93 | -21.34% |
Robert Hackenberg Northeast Financial Group Inc. | 1,428 | $312,606.23 | $191,037.84 | -$121,568.39 | -38.89% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,589 | $170,797.9 | $203,495.28 | $32,697.38 | 19.14% |
Paul B. Ordonio Park Place Capital Corp. | 2,002 | $308,141.41 | $269,409.14 | -$38,732.27 | -12.57% |