| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Salvatore Cocivera Cora Capital Advisors LLC | 5,639 | $384,241 | $283,190.58 | -$101,050.42 | -26.3% |
Darren Tapley New England Capital Financial Advisors LLC | 301 | $20,511 | $15,116.22 | -$5,394.78 | -26.3% |
Lydia Moore MRP Capital Investments LLC | 2,800 | $155,191 | $149,772 | -$5,419 | -3.49% |
Jesse Haller Compass Financial Group Inc./SD | 7,136 | $321,875.56 | $370,429.76 | $48,554.2 | 15.08% |
Moises Valladares Insigneo Advisory Services LLC | 313,087 | $10.74M | $16.11M | $5.38M | 50.09% |
David Stevens Stevens Capital Partners | 4,001 | $272,644.59 | $200,930.22 | -$71,714.37 | -26.3% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,822 | $311,302 | $292,380.84 | -$18,921.16 | -6.08% |
Robert B. LaRue Owen LaRue LLC | 5,040 | $324,676.83 | $253,108.8 | -$71,568.03 | -22.04% |
Steven Trigili Garden State Investment Advisory Services LLC | 3,997 | $272,355.72 | $200,729.34 | -$71,626.38 | -26.3% |
David Smith Linden Thomas Advisory Services LLC | 35,837 | $1.13M | $1.8M | $674,195.08 | 59.9% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,153 | $856,342.85 | $760,983.66 | -$95,359.19 | -11.14% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 3,449 | $233,313.52 | $177,985.64 | -$55,327.88 | -23.71% |
| SM Sarah Moore BOS Asset Management LLC | 19,639 | $608,677.95 | $1.05M | $441,812.16 | 72.59% |
Jeffrey Steele Silverlake Wealth Management LLC | 5,270 | $174,793.89 | $264,659.4 | $89,865.51 | 51.41% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 7,460 | $479,051.15 | $374,641.2 | -$104,409.95 | -21.8% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 3,877 | $248,794.21 | $207,380.73 | -$41,413.48 | -16.65% |
Gregory Turcotte Alpha Financial Partners LLC | 7,840 | $264,615.55 | $407,052.02 | $142,436.47 | 53.83% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 6,954 | $371,830 | $349,229.88 | -$22,600.12 | -6.08% |
Nicholas Brown Granite Harbor Advisors Inc. | 9,671 | $623,006.08 | $485,677.62 | -$137,328.46 | -22.04% |
Johnathan Kasting DDFG Inc. | 16,644 | $374,036.45 | $864,156.48 | $490,120.03 | 131.04% |