| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Christopher Significant Wealth Partners LLC | 8,902 | $1.77M | $1.88M | $113,816.66 | 6.44% |
Lydia Moore MRP Capital Investments LLC | 650 | $129,361.92 | $139,990.5 | $10,628.58 | 8.22% |
Moises Valladares Insigneo Advisory Services LLC | 4,248 | $931,910.97 | $890,380.84 | -$41,530.13 | -4.46% |
Scott Highmark Mosaic Family Wealth Partners LLC | 917 | $200,324 | $195,100.92 | -$5,223.08 | -2.61% |
Ashley Buboltz Moran Wealth Management LLC | 43,178 | $10.13M | $9.19M | -$947,633.97 | -9.35% |
Jeffrey Rosenthal Viawealth LLC | 3,969 | $549,489.69 | $849,167.55 | $299,677.86 | 54.54% |
Andrew Lewis Genesis Private Wealth LLC | 1,413 | $323,686.01 | $298,736.46 | -$24,949.55 | -7.71% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 3,176 | $847,527.94 | $671,469.92 | -$176,058.02 | -20.77% |
David Smith Linden Thomas Advisory Services LLC | 4,072 | $921,256.79 | $860,902.24 | -$60,354.55 | -6.55% |
Ira Ravitz Beverly Hills Private Wealth LLC | 3,732 | $472,330.12 | $803,760.84 | $331,430.72 | 70.17% |
Paul B. Ordonio Park Place Capital Corp. | 10,562 | $2.45M | $2.21M | -$236,017.26 | -9.63% |
Sheila J. Lindsay Bensler LLC | 77,707 | $12.27M | $16.43M | $4.16M | 33.86% |
David D. Jones Applied Finance Capital Management LLC | 10,929 | $2.6M | $2.31M | -$293,137.09 | -11.26% |
Kevin Kroskey True Wealth Design LLC | 347 | $84,453.67 | $73,362.74 | -$11,090.93 | -13.13% |
Jill Batley Gateway Wealth Partners LLC | 1,486 | $294,608 | $314,170.12 | $19,562.12 | 6.64% |
David Kronour Kapstone Financial Advisors LLC | 1,515 | $281,856.86 | $326,285.55 | $44,428.69 | 15.76% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 1,509 | $365,396.74 | $322,850.55 | -$42,546.19 | -11.64% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 58,988 | $12.7M | $12.36M | -$336,260.47 | -2.65% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 1,585 | $428,482.41 | $332,216.02 | -$96,266.39 | -22.47% |
Beth Zilka Baron Wealth Management LLC | 1,716 | $418,265.17 | $362,796.72 | -$55,468.45 | -13.26% |