| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Bach River Street Advisors LLC | 14,241 | $1.39M | $1.38M | -$12,928.38 | -0.93% |
Moises Valladares Insigneo Advisory Services LLC | 9,208 | $867,226.15 | $896,076.52 | $28,850.37 | 3.33% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,048 | $603,640.23 | $586,716.48 | -$16,923.75 | -2.8% |
David Stevens Stevens Capital Partners | 3,126 | $280,396.12 | $303,831.57 | $23,435.45 | 8.36% |
Scott Highmark Mosaic Family Wealth Partners LLC | 26,645 | $2.66M | $2.58M | -$81,721.83 | -3.08% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 86,114 | $7.33M | $8.33M | $999,577.48 | 13.63% |
Jason R. Parker Parker Financial LLC | 3,845 | $381,487.06 | $372,484.37 | -$9,002.69 | -2.36% |
Ira Ravitz Beverly Hills Private Wealth LLC | 3,494 | $317,639.76 | $338,463.78 | $20,824.02 | 6.56% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 7,686 | $701,429.58 | $746,310.6 | $44,881.02 | 6.4% |
Philip Rc Dudley Dudley Capital Management LLC | 8,317 | $826,614.86 | $807,164.85 | -$19,450.01 | -2.35% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 100 | $8,959.29 | $9,728 | $768.71 | 8.58% |
Paul B. Ordonio Park Place Capital Corp. | 2,058 | $188,379.97 | $200,468.34 | $12,088.37 | 6.42% |
Sheila J. Lindsay Bensler LLC | 7,263 | $622,358.34 | $707,157.64 | $84,799.3 | 13.63% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,794 | $256,613.31 | $270,291.56 | $13,678.25 | 5.33% |
Kevin Kroskey True Wealth Design LLC | 329 | $31,148.7 | $32,353.86 | $1,205.16 | 3.87% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 8,938 | $817,050.23 | $871,633.76 | $54,583.53 | 6.68% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 8,113 | $759,252.33 | $784,121.45 | $24,869.12 | 3.28% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 8,213 | $684,171.11 | $799,289.16 | $115,118.05 | 16.83% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 2,519 | $262,127 | $243,402.41 | -$18,724.59 | -7.14% |
Beth Zilka Baron Wealth Management LLC | 3,466 | $336,199.02 | $336,202 | $2.98 | - |