| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAL TFB Advisors LLC TFB Advisors LLC | 2,945 | $487,468.52 | $1.45M | $963,474.08 | 197.65% |
Scott Highmark Mosaic Family Wealth Partners LLC | 3,436 | $834,477.06 | $1.78M | $947,363.89 | 113.53% |
Brendan G. Moody Watershed Private Wealth LLC | 503 | $292,198 | $239,503.44 | -$52,694.56 | -18.03% |
Robert B. LaRue Owen LaRue LLC | 2,999 | $467,264.01 | $1.43M | $960,709.81 | 205.6% |
Ashley Buboltz Moran Wealth Management LLC | 28,899 | $4.59M | $14.99M | $10.4M | 226.43% |
Steven Trigili Garden State Investment Advisory Services LLC | 13,830 | $1.29M | $6.59M | $5.3M | 411% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 387 | $224,812 | $184,270.05 | -$40,541.95 | -18.03% |
Jeffrey Rosenthal Viawealth LLC | 2,075 | $343,311.27 | $988,011.23 | $644,699.96 | 187.79% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 644 | $374,106 | $306,640.59 | -$67,465.41 | -18.03% |
David Smith Linden Thomas Advisory Services LLC | 26,147 | $3.28M | $12.45M | $9.17M | 279.19% |
Ira Ravitz Beverly Hills Private Wealth LLC | 597 | $346,804 | $288,637.57 | -$58,166.43 | -16.77% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 2,057 | $211,336.18 | $979,440.53 | $768,104.35 | 363.45% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,357 | $649,627.77 | $2.07M | $1.42M | 219.35% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 157 | $31,937.46 | $74,755.55 | $42,818.09 | 134.07% |
Paul B. Ordonio Park Place Capital Corp. | 118 | $12,280.86 | $56,185.7 | $43,904.84 | 357.51% |
| SM Sarah Moore BOS Asset Management LLC | 3,781 | $553,019.02 | $1.8M | $1.25M | 225.54% |
Sheila J. Lindsay Bensler LLC | 710 | $412,448 | $338,066.49 | -$74,381.51 | -18.03% |
Jeffrey Steele Silverlake Wealth Management LLC | 1,398 | $263,902.21 | $688,766.64 | $424,864.43 | 160.99% |
Kevin Kroskey True Wealth Design LLC | 127 | $17,607.09 | $60,471.05 | $42,863.96 | 243.45% |
Jill Batley Gateway Wealth Partners LLC | 7,303 | $1.38M | $3.48M | $2.1M | 151.58% |