| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 23,021 | $3.13M | $2.25M | -$888,326.55 | -28.35% |
Lydia Moore MRP Capital Investments LLC | 525 | $56,438 | $51,570.75 | -$4,867.25 | -8.62% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 6,159 | $642,562.98 | $601,118.4 | -$41,444.58 | -6.45% |
Moises Valladares Insigneo Advisory Services LLC | 8,923 | $1.31M | $867,494.06 | -$438,748.38 | -33.59% |
Michael Radoff LGT Financial Advisors LLC | 1,500 | $125,417.29 | $147,345 | $21,927.71 | 17.48% |
Scott Paschal Financial Partners Group LLC | 90,247 | $11.32M | $8.79M | -$2.53M | -22.36% |
| LK Lenny Kisin Applied Capital LLC/FL | 7,870 | $1.35M | $766,931.5 | -$583,405.27 | -43.2% |
Jeffrey Rosenthal Viawealth LLC | 2,666 | $286,575 | $264,573.84 | -$22,001.16 | -7.68% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,734 | $301,438.82 | $168,284.7 | -$133,154.12 | -44.17% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 7,670 | $967,187 | $748,246.85 | -$218,940.15 | -22.64% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,258 | $528,797.11 | $510,026 | -$18,771.11 | -3.55% |
Vickie Chrisman LMG Wealth Partners LLC | 4,876 | $726,483.54 | $484,771.92 | -$241,711.62 | -33.27% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 16 | $1,574 | $1,555.28 | -$18.72 | -1.19% |
Paul B. Ordonio Park Place Capital Corp. | 4,209 | $442,434.29 | $409,156.89 | -$33,277.4 | -7.52% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,450 | $690,293.33 | $431,761.25 | -$258,532.08 | -37.45% |
Kevin Kroskey True Wealth Design LLC | 1,463 | $146,302.49 | $143,125.29 | -$3,177.2 | -2.17% |
Jill Batley Gateway Wealth Partners LLC | 9,943 | $978,180.67 | $963,675.56 | -$14,505.11 | -1.48% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 3,914 | $386,934.41 | $379,658 | -$7,276.41 | -1.88% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 5,285 | $566,192.45 | $525,434.7 | -$40,757.75 | -7.2% |
| MDR Millard David Roberts Harvest Investment Advisors LLC | 16,992 | $2.12M | $1.65M | -$465,294.95 | -21.99% |