| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brendan G. Moody Watershed Private Wealth LLC | 578 | $240,249 | $239,523.19 | -$725.81 | -0.3% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 6,021 | $2.68M | $2.5M | -$188,835.52 | -7.04% |
Ashley Buboltz Moran Wealth Management LLC | 1,446 | $510,778.13 | $596,836.5 | $86,058.37 | 16.85% |
Steven Trigili Garden State Investment Advisory Services LLC | 597 | $248,311 | $244,017.78 | -$4,293.22 | -1.73% |
| LK Lenny Kisin Applied Capital LLC/FL | 6,537 | $3.02M | $2.71M | -$311,653.04 | -10.32% |
Jeffrey Rosenthal Viawealth LLC | 7,422 | $3.83M | $3.03M | -$800,065.65 | -20.87% |
| SL Sarah Ludden Clifford Group LLC | 1,120 | $520,844.5 | $449,937.61 | -$70,906.89 | -13.61% |
Andrew Lewis Genesis Private Wealth LLC | 506 | $210,363 | $209,686.39 | -$676.61 | -0.32% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 526 | $218,621 | $217,974.39 | -$646.61 | -0.3% |
Ira Ravitz Beverly Hills Private Wealth LLC | 14,999 | $5.69M | $6.11M | $411,632.89 | 7.23% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 4,629 | $2.4M | $1.92M | -$480,994.57 | -20.05% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,170 | $610,721.57 | $484,847.99 | -$125,873.58 | -20.61% |
Vickie Chrisman LMG Wealth Partners LLC | 1,622 | $559,640.27 | $657,866.98 | $98,226.71 | 17.55% |
Paul B. Ordonio Park Place Capital Corp. | 544 | $261,122.96 | $218,541.13 | -$42,581.83 | -16.31% |
Kevin Kroskey True Wealth Design LLC | 560 | $192,465.9 | $232,063.99 | $39,598.09 | 20.57% |
Jill Batley Gateway Wealth Partners LLC | 7,609 | $2.35M | $3.15M | $807,419.47 | 34.42% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 2,346 | $806,575.33 | $951,514.14 | $144,938.81 | 17.97% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 4,364 | $1.25M | $1.78M | $532,061.52 | 42.51% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 618 | $167,224.2 | $244,493.16 | $77,268.96 | 46.21% |
Benjamin Cannon Tillman Hartley LLC | 930 | $439,185.92 | $375,692.1 | -$63,493.82 | -14.46% |