| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ira Ravitz Beverly Hills Private Wealth LLC | 14,999 | $5.69M | $6.03M | $336,487.93 | 5.91% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 4,629 | $2.4M | $1.86M | -$542,583.37 | -22.61% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,645 | $785,158.03 | $658,756.7 | -$126,401.33 | -16.1% |
Vickie Chrisman LMG Wealth Partners LLC | 1,622 | $559,640.27 | $646,221.02 | $86,580.75 | 15.47% |
Paul B. Ordonio Park Place Capital Corp. | 544 | $261,122.96 | $223,660.16 | -$37,462.8 | -14.35% |
Kevin Kroskey True Wealth Design LLC | 742 | $266,615.3 | $301,749.14 | $35,133.84 | 13.18% |
Jill Batley Gateway Wealth Partners LLC | 4,832 | $1.31M | $1.94M | $636,314.35 | 48.66% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 2,448 | $844,017.5 | $982,700.64 | $138,683.14 | 16.43% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 4,364 | $1.25M | $1.75M | $495,927.6 | 39.62% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 618 | $167,224.2 | $246,013.44 | $78,789.24 | 47.12% |
Benjamin Cannon Tillman Hartley LLC | 930 | $439,185.92 | $381,365.1 | -$57,820.82 | -13.17% |
Jennifer Henry Continuum Wealth Advisors LLC | 1,214 | $450,912.98 | $498,353.07 | $47,440.09 | 10.52% |
Leigha Shepard Midwest Financial Group LLC | 998 | $465,848.17 | $405,856.67 | -$59,991.5 | -12.88% |
Nicholas Brown Granite Harbor Advisors Inc. | 2,498 | $1.03M | $996,577.1 | -$31,515.93 | -3.07% |
Johnathan Kasting DDFG Inc. | 1,238 | $654,268.46 | $503,457.47 | -$150,810.99 | -23.05% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 782 | $325,023 | $319,552.57 | -$5,470.43 | -1.68% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 177,535 | $76.49M | $71.19M | -$5.3M | -6.93% |
Beth Zilka Baron Wealth Management LLC | 1,957 | $796,740.59 | $786,234.53 | -$10,506.06 | -1.32% |
Pavin White 25 LLC | 557 | $231,505.59 | $228,564.95 | -$2,940.64 | -1.27% |
Lison Couture iA Global Asset Management Inc. | 296,979 | $112.31M | $119.09M | $6.77M | 6.03% |