| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,988 | $606,400.41 | $570,575.88 | -$35,824.53 | -5.91% |
Jesse Haller Compass Financial Group Inc./SD | 1,161 | $277,286.13 | $331,628.04 | $54,341.91 | 19.6% |
Neil Christ Oak Hill Wealth Advisors LLC | 6,829 | $2M | $1.96M | -$40,781.32 | -2.04% |
Moises Valladares Insigneo Advisory Services LLC | 1,469 | $364,346.05 | $423,189.52 | $58,843.47 | 16.15% |
John Canning Mi LLCreek Capital Advisors LLC | 1,539 | $366,047.96 | $440,846.55 | $74,798.59 | 20.43% |
| NH Nathaniel Holden Core Wealth Partners LLC | 4,019 | $962,449.97 | $1.15M | $189,596.38 | 19.7% |
Ashley Buboltz Moran Wealth Management LLC | 43,682 | $9.78M | $12.49M | $2.7M | 27.64% |
| LK Lenny Kisin Applied Capital LLC/FL | 4,991 | $1.19M | $1.44M | $242,162.31 | 20.27% |
Jeffrey Rosenthal Viawealth LLC | 1,539 | $370,242.17 | $441,038.92 | $70,796.75 | 19.12% |
| SL Sarah Ludden Clifford Group LLC | 4,053 | $967,219.86 | $1.17M | $200,692.62 | 20.75% |
Andrew Lewis Genesis Private Wealth LLC | 1,225 | $274,339 | $351,507.62 | $77,168.62 | 28.13% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 490 | $116,977.64 | $140,480.55 | $23,502.91 | 20.09% |
Richard W. Lowrie Park Edge Advisors LLC | 2,336 | $554,731.22 | $669,894.72 | $115,163.5 | 20.76% |
David Smith Linden Thomas Advisory Services LLC | 2,019 | $519,688.58 | $576,959.53 | $57,270.95 | 11.02% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 8,056 | $1.94M | $2.31M | $365,489.62 | 18.81% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,481 | $1.06M | $996,140.36 | -$63,913.97 | -6.03% |
Philip Rc Dudley Dudley Capital Management LLC | 2,746 | $655,909.51 | $787,731.29 | $131,821.78 | 20.1% |
Vickie Chrisman LMG Wealth Partners LLC | 19,774 | $4.61M | $5.66M | $1.05M | 22.69% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 115 | $24,197.26 | $33,111.37 | $8,914.11 | 36.84% |
Paul B. Ordonio Park Place Capital Corp. | 1,691 | $389,529.35 | $487,616.76 | $98,087.41 | 25.18% |