| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 166 | $10,891 | $10,388.28 | -$502.72 | -4.62% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 12,979 | $558,054.59 | $809,240.65 | $251,186.06 | 45.01% |
Philip Rc Dudley Dudley Capital Management LLC | 7,470 | $490,107 | $471,805.2 | -$18,301.8 | -3.73% |
Paul B. Ordonio Park Place Capital Corp. | 1,202 | $52,515.38 | $76,663.56 | $24,148.18 | 45.98% |
| SM Sarah Moore BOS Asset Management LLC | 17,039 | $843,506.78 | $1.07M | $229,609.44 | 27.22% |
Jill Batley Gateway Wealth Partners LLC | 5,706 | $269,820.24 | $353,772 | $83,951.76 | 31.11% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 15,436 | $569,571.86 | $975,246.48 | $405,674.62 | 71.22% |
Amber Anderson Aspen Wealth Strategies LLC | 58,370 | $2.92M | $3.72M | $797,092.59 | 27.31% |
| PIL PFG Investments LLC PFG Investments LLC | 38,991 | $1.98M | $2.49M | $509,280.32 | 25.69% |
Andy Warning Resolute Wealth Strategies LLC | 4,052 | $265,877 | $257,626.16 | -$8,250.84 | -3.1% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 3,106 | $130,897.65 | $199,125.66 | $68,228.01 | 52.12% |
Nemes Rush Group LLC Nemes Rush Group LLC | 604 | $28,291.51 | $38,347.96 | $10,056.45 | 35.55% |
John Shanley Aspect Partners, LLC | 142 | $5,165.86 | $8,848.02 | $3,682.16 | 71.28% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 99,007 | $5.41M | $6.29M | $885,024.35 | 16.36% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,450 | $472,558.48 | $601,020 | $128,461.52 | 27.18% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 22,944 | $1.16M | $1.44M | $280,058.01 | 24.18% |
Bradley Harsch Strategic Advocates LLC | 100 | $4,939 | $6,261 | $1,322 | 26.77% |
Elliot Kallen Prosperity Wealth Management, Inc. | 4,577 | $163,082.19 | $285,833.65 | $122,751.46 | 75.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 95,606 | $4.62M | $6.11M | $1.49M | 32.32% |
NICOLE MARTIN Arlington Trust Co LLC | 4,070 | $189,947 | $252,543.5 | $62,596.5 | 32.95% |