| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Helen Semus Semus Wealth Partners LLC | 544 | $703,839.26 | $901,957.44 | $198,118.18 | 28.15% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 249 | $172,578.83 | $416,450.01 | $243,871.18 | 141.31% |
Lydia Moore MRP Capital Investments LLC | 82 | $163,135 | $136,168.38 | -$26,966.62 | -16.53% |
Moises Valladares Insigneo Advisory Services LLC | 18,107 | $32.7M | $29.75M | -$2.94M | -9.01% |
| TAL TFB Advisors LLC TFB Advisors LLC | 465 | $496,590.02 | $771,916.27 | $275,326.25 | 55.44% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,442 | $2.57M | $2.4M | -$167,851.25 | -6.54% |
Brendan G. Moody Watershed Private Wealth LLC | 200 | $213,972 | $331,488 | $117,516 | 54.92% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 115 | $229,372 | $188,382.65 | -$40,989.35 | -17.87% |
Ashley Buboltz Moran Wealth Management LLC | 4,844 | $3.81M | $8.03M | $4.21M | 110.4% |
Steven Trigili Garden State Investment Advisory Services LLC | 641 | $965,167.54 | $1.07M | $101,962.85 | 10.56% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 217 | $431,708 | $361,515.49 | -$70,192.51 | -16.26% |
Jeffrey Rosenthal Viawealth LLC | 461 | $321,713.06 | $771,388.99 | $449,675.93 | 139.78% |
Andrew Lewis Genesis Private Wealth LLC | 500 | $417,610.84 | $830,017.5 | $412,406.66 | 98.75% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 110 | $218,838 | $181,507.7 | -$37,330.3 | -17.06% |
David Smith Linden Thomas Advisory Services LLC | 1,014 | $986,737.3 | $1.68M | $691,488.47 | 70.08% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 114 | $225,877.62 | $189,532.41 | -$36,345.21 | -16.09% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 115 | $151,895 | $189,096.8 | $37,201.8 | 24.49% |
Paul B. Ordonio Park Place Capital Corp. | 256 | $203,754.49 | $421,544.97 | $217,790.48 | 106.89% |
| SM Sarah Moore BOS Asset Management LLC | 399 | $411,696.09 | $662,353.96 | $250,657.87 | 60.88% |
Sheila J. Lindsay Bensler LLC | 3,301 | $3.86M | $5.47M | $1.61M | 41.78% |