| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Haller Compass Financial Group Inc./SD | 773 | $264,045 | $426,734.65 | $162,689.65 | 61.61% |
Moises Valladares Insigneo Advisory Services LLC | 3,072 | $389,364.92 | $1.56M | $1.17M | 300.54% |
David Stevens Stevens Capital Partners | 1,011 | $428,741.21 | $545,232.29 | $116,491.08 | 27.17% |
Michael Radoff LGT Financial Advisors LLC | 10 | $1,831 | $5,076.7 | $3,245.7 | 177.26% |
| TAL TFB Advisors LLC TFB Advisors LLC | 540 | $390,420 | $288,489.59 | -$101,930.41 | -26.11% |
Scott Highmark Mosaic Family Wealth Partners LLC | 8,188 | $1.36M | $4.52M | $3.16M | 231.74% |
Robert B. LaRue Owen LaRue LLC | 535 | $182,847.07 | $271,603.46 | $88,756.39 | 48.54% |
| KLM Kate L. Miller STAR Financial Bank | 933 | $318,890.23 | $503,166.89 | $184,276.66 | 57.79% |
Ashley Buboltz Moran Wealth Management LLC | 46,459 | $8.62M | $25.65M | $17.03M | 197.69% |
Steven Trigili Garden State Investment Advisory Services LLC | 866 | $177,734.79 | $439,642.23 | $261,907.44 | 147.36% |
Jeffrey Rosenthal Viawealth LLC | 2,939 | $294,975.4 | $1.49M | $1.2M | 405.82% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 34,357 | $8.83M | $18.53M | $9.7M | 109.85% |
David Smith Linden Thomas Advisory Services LLC | 12,371 | $2.44M | $6.28M | $3.84M | 157.08% |
Ira Ravitz Beverly Hills Private Wealth LLC | 6,319 | $1.19M | $3.41M | $2.21M | 185.55% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,511 | $214,231.21 | $767,089.39 | $552,858.18 | 258.07% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 479 | $346,563 | $243,173.93 | -$103,389.07 | -29.83% |
Rick Mordesovich Sonoma Private Wealth LLC | 2,980 | $364,651.71 | $1.51M | $1.15M | 314.88% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 34 | $11,621 | $17,260.78 | $5,639.78 | 48.53% |
Paul B. Ordonio Park Place Capital Corp. | 1,358 | $410,530.68 | $689,415.87 | $278,885.19 | 67.93% |
Sheila J. Lindsay Bensler LLC | 772 | $264,399.1 | $391,921.25 | $127,522.15 | 48.23% |