| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 4,681 | $410,789.47 | $789,263.41 | $378,473.94 | 92.13% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 2,899 | $399,356.17 | $488,800.39 | $89,444.22 | 22.4% |
Jeffrey Hanson Breakwater Capital Group | 4,609 | $361,046.53 | $777,123.49 | $416,076.96 | 115.24% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 1,734 | $252,661.32 | $285,052.26 | $32,390.94 | 12.82% |
| WJW Walter J. West Milestone Asset Management LLC | 18,153 | $2.07M | $3.12M | $1.05M | 50.88% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 3,079 | $378,039.56 | $506,156.81 | $128,117.25 | 33.89% |
David Bach River Street Advisors LLC | 5,990 | $630,678.13 | $1.01M | $379,295.77 | 60.14% |
| MV Moises Valladares Insigneo Advisory Services LLC | 7,364 | $776,762.83 | $1.24M | $464,881.21 | 59.85% |
| MR Michael Radoff LGT Financial Advisors LLC | 118 | $12,073 | $19,895.98 | $7,822.98 | 64.8% |
Brendan G. Moody Watershed Private Wealth LLC | 4,335 | $493,120.48 | $730,924.35 | $237,803.87 | 48.22% |
| RBL Robert B. LaRue Owen LaRue LLC | 2,654 | $272,738.78 | $447,490.94 | $174,752.16 | 64.07% |
Ashley Buboltz Moran Wealth Management LLC | 182,605 | $14.15M | $30.79M | $16.63M | 117.52% |
Kun Gao Sherbrooke Park Advisers LLC | 1,611 | $124,820.24 | $271,630.71 | $146,810.47 | 117.62% |
Jeffrey Rosenthal Viawealth LLC | 12,868 | $1.39M | $2.17M | $775,614.75 | 55.64% |
Andrew Lewis Genesis Private Wealth LLC | 2,331 | $327,227.45 | $393,029.91 | $65,802.46 | 20.11% |
| DS David Smith Linden Thomas Advisory Services LLC | 108,394 | $12.25M | $18.28M | $6.03M | 49.2% |
| PRD Philip Rc Dudley Dudley Capital Management LLC | 4,037 | $445,686.21 | $680,678.57 | $234,992.36 | 52.73% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 212 | $26,029 | $35,745.32 | $9,716.32 | 37.33% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 1,637 | $193,542.41 | $276,014.57 | $82,472.16 | 42.61% |
| SJL Sheila J. Lindsay Bensler LLC | 53,482 | $6.97M | $9.02M | $2.05M | 29.45% |