| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Hanson Breakwater Capital Group | 559 | $284,161.97 | $238,497.35 | -$45,664.62 | -16.07% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 936 | $483,588.32 | $401,497.2 | -$82,091.12 | -16.98% |
Moises Valladares Insigneo Advisory Services LLC | 1,073 | $479,786.06 | $459,662.47 | -$20,123.59 | -4.19% |
John Canning Mi LLCreek Capital Advisors LLC | 786 | $292,393.94 | $335,425.5 | $43,031.56 | 14.72% |
David Stevens Stevens Capital Partners | 2,337 | $1.13M | $1M | -$129,436.92 | -11.44% |
Scott Highmark Mosaic Family Wealth Partners LLC | 3,297 | $1.27M | $1.41M | $135,463.87 | 10.66% |
Ashley Buboltz Moran Wealth Management LLC | 22,732 | $10.01M | $9.68M | -$335,055.72 | -3.35% |
Kun Gao Sherbrooke Park Advisers LLC | 726 | $353,351.41 | $310,466.64 | -$42,884.77 | -12.14% |
| LK Lenny Kisin Applied Capital LLC/FL | 1,293 | $461,105.49 | $549,395.7 | $88,290.21 | 19.15% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 3,637 | $1.4M | $1.56M | $155,125.32 | 11.07% |
David Smith Linden Thomas Advisory Services LLC | 14,370 | $6.09M | $6.12M | $29,309.72 | 0.48% |
Philip Rc Dudley Dudley Capital Management LLC | 844 | $433,684.17 | $362,042.24 | -$71,641.93 | -16.52% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 10 | $4,253.48 | $4,281.6 | $28.12 | 0.66% |
Paul B. Ordonio Park Place Capital Corp. | 200 | $89,200 | $84,738 | -$4,462 | -5% |
Sheila J. Lindsay Bensler LLC | 5,742 | $2.44M | $2.46M | $18,485.55 | 0.76% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,227 | $1.44M | $1.38M | -$62,998.01 | -4.38% |
Kevin Kroskey True Wealth Design LLC | 356 | $151,267.38 | $151,232.36 | -$35.02 | -0.02% |
Jill Batley Gateway Wealth Partners LLC | 603 | $256,495.73 | $257,128.25 | $632.52 | 0.25% |
Brett Carleton Heritage Wealth Management Inc./Texas | 961 | $322,517.29 | $412,956.11 | $90,438.82 | 28.04% |
| SJJ Scott John Jaffray GuoLine Advisory Pte Ltd. | 91,850 | $40.82M | $39.13M | -$1.68M | -4.12% |