| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWL Atlas Wealth LLC Atlas Wealth LLC | 36,760 | $12.08M | $11.76M | -$320,547.2 | -2.65% |
Jeffrey Hanson Breakwater Capital Group | 2,025 | $569,255.63 | $647,736.75 | $78,481.12 | 13.79% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 5,675 | $1.52M | $1.82M | $297,710 | 19.62% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 699 | $229,647 | $223,596.12 | -$6,050.88 | -2.63% |
| TJS Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 827 | $299,209.59 | $265,086.58 | -$34,123.01 | -11.4% |
David Bach River Street Advisors LLC | 2,589 | $748,390 | $828,143.43 | $79,753.43 | 10.66% |
| MV Moises Valladares Insigneo Advisory Services LLC | 2,169 | $790,169.79 | $693,798.03 | -$96,371.76 | -12.2% |
John Canning Mi LLCreek Capital Advisors LLC | 920 | $323,377.08 | $294,280.4 | -$29,096.68 | -9% |
| MR Michael Radoff LGT Financial Advisors LLC | 22 | $8,704 | $7,037.14 | -$1,666.86 | -19.15% |
Ashley Buboltz Moran Wealth Management LLC | 14,779 | $4.58M | $4.73M | $147,002.76 | 3.21% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,144 | $279,696.63 | $365,931.28 | $86,234.65 | 30.83% |
| FFL Financial Freedom LLC Financial Freedom LLC | 24 | $7,886 | $7,676.88 | -$209.12 | -2.65% |
Lee McGowan Monument Group Wealth Advisors LLC | 782 | $280,026.98 | $250,138.34 | -$29,888.64 | -10.67% |
| DS David Smith Linden Thomas Advisory Services LLC | 11,498 | $3.98M | $3.68M | -$304,130.71 | -7.64% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 962 | $285,038.38 | $307,714.94 | $22,676.56 | 7.96% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 3,423 | $1.23M | $1.09M | -$137,792.34 | -11.18% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 504 | $171,785.54 | $161,214.48 | -$10,571.06 | -6.15% |
David D. Jones Applied Finance Capital Management LLC | 35,637 | $12.74M | $11.4M | -$1.34M | -10.55% |
Kevin Kroskey True Wealth Design LLC | 64 | $21,029.79 | $20,471.68 | -$558.11 | -2.65% |
Jill Batley Gateway Wealth Partners LLC | 2,401 | $788,967 | $768,007.87 | -$20,959.13 | -2.66% |