| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFL Financial Freedom LLC Financial Freedom LLC | 1,563 | $176,685.88 | $250,689.57 | $74,003.69 | 41.88% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 295 | $32,432 | $49,521.65 | $17,089.65 | 52.69% |
Jason R. Parker Parker Financial LLC | 2,186 | $249,288.21 | $322,675.46 | $73,387.25 | 29.44% |
David Smith Linden Thomas Advisory Services LLC | 17,411 | $2.52M | $2.57M | $48,984.52 | 1.94% |
Ira Ravitz Beverly Hills Private Wealth LLC | 4,667 | $570,729.73 | $783,449.29 | $212,719.56 | 37.27% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 4,079 | $626,614.33 | $602,101.19 | -$24,513.14 | -3.91% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,455 | $540,872.64 | $509,992.55 | -$30,880.09 | -5.71% |
Philip Rc Dudley Dudley Capital Management LLC | 8,718 | $959,803.49 | $1.29M | $327,060.49 | 34.08% |
Paul B. Ordonio Park Place Capital Corp. | 7,238 | $1.14M | $1.07M | -$73,768 | -6.46% |
| SM Sarah Moore BOS Asset Management LLC | 1,414 | $155,578.77 | $208,720.54 | $53,141.77 | 34.16% |
David D. Jones Applied Finance Capital Management LLC | 7,583 | $1.25M | $1.12M | -$133,697.54 | -10.67% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 4,223 | $708,783.57 | $623,357.03 | -$85,426.54 | -12.05% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,466 | $433,966.48 | $395,521.74 | -$38,444.74 | -8.86% |
Kevin Kroskey True Wealth Design LLC | 269 | $44,809.88 | $39,707.09 | -$5,102.79 | -11.39% |
Jill Batley Gateway Wealth Partners LLC | 8,670 | $1.15M | $1.28M | $133,310.72 | 11.63% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 1,807 | $305,900.35 | $266,731.27 | -$39,169.08 | -12.8% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 3,725 | $602,338.84 | $549,847.25 | -$52,491.59 | -8.71% |
Leigha Shepard Midwest Financial Group LLC | 10,330 | $1.33M | $1.52M | $194,514.29 | 14.62% |
Christopher E. Jaccard Financial Alternatives Inc. | 2,962 | $405,958.96 | $437,220.82 | $31,261.86 | 7.7% |
| MDR Millard David Roberts Harvest Investment Advisors LLC | 12,981 | $1.53M | $1.92M | $391,086.78 | 25.64% |