| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Trigili Garden State Investment Advisory Services LLC | 22,232 | $564,727.3 | $525,453.32 | -$39,273.98 | -6.95% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 465 | $8,533.12 | $10,992.6 | $2,459.48 | 28.82% |
Richard W. Lowrie Park Edge Advisors LLC | 11,236 | $298,917.47 | $265,057.24 | -$33,860.23 | -11.33% |
Ira Ravitz Beverly Hills Private Wealth LLC | 34,421 | $816,656.33 | $815,089.28 | -$1,567.05 | -0.19% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 103,238 | $1.89M | $2.44M | $553,387.32 | 29.29% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 30,654 | $872,523.53 | $723,587.67 | -$148,935.86 | -17.07% |
Rick Mordesovich Sonoma Private Wealth LLC | 55,536 | $941,964.76 | $1.31M | $363,686.6 | 38.61% |
Philip Rc Dudley Dudley Capital Management LLC | 21,761 | $405,885.16 | $513,341.99 | $107,456.83 | 26.47% |
Vickie Chrisman LMG Wealth Partners LLC | 80,750 | $1.34M | $1.91M | $565,260.68 | 42.14% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 14,423 | $258,164.34 | $338,147.23 | $79,982.89 | 30.98% |
Paul B. Ordonio Park Place Capital Corp. | 4,635 | $89,774.82 | $108,968.85 | $19,194.03 | 21.38% |
| SM Sarah Moore BOS Asset Management LLC | 34,113 | $650,564.78 | $806,775.86 | $156,211.08 | 24.01% |
David D. Jones Applied Finance Capital Management LLC | 30,791 | $693,462.72 | $733,595.57 | $40,132.85 | 5.79% |
Jeffrey Steele Silverlake Wealth Management LLC | 99,842 | $2.21M | $2.36M | $145,426.28 | 6.58% |
Kevin Kroskey True Wealth Design LLC | 1,843 | $42,779.48 | $43,310.5 | $531.02 | 1.24% |
Jill Batley Gateway Wealth Partners LLC | 91,655 | $2.66M | $2.16M | -$497,217.89 | -18.71% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 89,839 | $1.98M | $2.12M | $135,226.46 | 6.82% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 19,174 | $401,818.9 | $448,288.12 | $46,469.22 | 11.56% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 1.72M | $38.77M | $40.56M | $1.79M | 4.63% |
Lison Couture iA Global Asset Management Inc. | 17,530 | $508,194.7 | $413,182.1 | -$95,012.6 | -18.7% |