| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 42,194 | $2.86M | $2.96M | $104,771.28 | 3.67% |
John Canning Mi LLCreek Capital Advisors LLC | 2,954 | $281,216.81 | $208,847.8 | -$72,369.01 | -25.73% |
| TAL TFB Advisors LLC TFB Advisors LLC | 3,686 | $275,435.5 | $261,558.56 | -$13,876.94 | -5.04% |
Scott Highmark Mosaic Family Wealth Partners LLC | 9,259 | $668,176 | $650,815.11 | -$17,360.89 | -2.6% |
Brendan G. Moody Watershed Private Wealth LLC | 3,025 | $217,588 | $215,440.5 | -$2,147.5 | -0.99% |
Ashley Buboltz Moran Wealth Management LLC | 90,293 | $6.5M | $6.32M | -$187,935.96 | -2.89% |
Steven Trigili Garden State Investment Advisory Services LLC | 22,416 | $1.55M | $1.58M | $27,574.44 | 1.78% |
Kun Gao Sherbrooke Park Advisers LLC | 9,540 | $779,513 | $678,294 | -$101,219 | -12.98% |
Jeffrey Rosenthal Viawealth LLC | 6,544 | $226,877.53 | $465,605.6 | $238,728.07 | 105.22% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 300 | $10,460.99 | $21,184.5 | $10,723.51 | 102.51% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 71,646 | $5.87M | $5.1M | -$772,390.07 | -13.16% |
David Smith Linden Thomas Advisory Services LLC | 27,248 | $934,512.56 | $1.91M | $970,940.08 | 103.9% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,568 | $244,444 | $251,115.84 | $6,671.84 | 2.73% |
Philip Rc Dudley Dudley Capital Management LLC | 3,137 | $201,542.21 | $223,040.7 | $21,498.49 | 10.67% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 330 | $23,737 | $23,128.05 | -$608.95 | -2.57% |
Paul B. Ordonio Park Place Capital Corp. | 2,951 | $155,518.6 | $209,166.88 | $53,648.28 | 34.5% |
Sheila J. Lindsay Bensler LLC | 147,767 | $11.29M | $10.5M | -$790,093.02 | -7% |
Kevin Kroskey True Wealth Design LLC | 357 | $25,552.62 | $25,443.39 | -$109.23 | -0.43% |
David Kronour Kapstone Financial Advisors LLC | 13,039 | $1.16M | $928,311.6 | -$227,603.88 | -19.69% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 4,131 | $302,218.17 | $293,259.69 | -$8,958.48 | -2.96% |