| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,036 | $612,374.29 | $639,405.8 | $27,031.51 | 4.41% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 130 | $39,448 | $40,738.75 | $1,290.75 | 3.27% |
Paul B. Ordonio Park Place Capital Corp. | 527 | $166,335.85 | $164,979.98 | -$1,355.87 | -0.82% |
Sheila J. Lindsay Bensler LLC | 36,246 | $7.37M | $11.59M | $4.22M | 57.25% |
Jeffrey Steele Silverlake Wealth Management LLC | 1,634 | $351,547.95 | $513,492.67 | $161,944.72 | 46.07% |
Kevin Kroskey True Wealth Design LLC | 81 | $24,621.21 | $25,423.47 | $802.26 | 3.26% |
Jill Batley Gateway Wealth Partners LLC | 5,530 | $1.67M | $1.73M | $56,788.86 | 3.4% |
David Kronour Kapstone Financial Advisors LLC | 1,572 | $287,201.56 | $500,296.86 | $213,095.3 | 74.2% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 1,887 | $452,883.71 | $592,612.35 | $139,728.64 | 30.85% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 1,137 | $181,811.73 | $362,236.83 | $180,425.1 | 99.24% |
Benjamin Cannon Tillman Hartley LLC | 770 | $115,479.8 | $241,683.75 | $126,203.95 | 109.29% |
Leigha Shepard Midwest Financial Group LLC | 2,733 | $452,183.16 | $857,806.71 | $405,623.55 | 89.7% |
Nicholas Brown Granite Harbor Advisors Inc. | 873 | $241,322.36 | $277,160.04 | $35,837.68 | 14.85% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 8,706 | $2.64M | $2.73M | $88,114.12 | 3.34% |
Beth Zilka Baron Wealth Management LLC | 1,007 | $336,695.71 | $317,567.52 | -$19,128.19 | -5.68% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 1,210 | $212,231.95 | $384,423.05 | $172,191.1 | 81.13% |
Gregg Zeoli Empire Financial Management Company LLC | 739 | $142,100.5 | $234,928.1 | $92,827.6 | 65.33% |
| PIL PFG Investments LLC PFG Investments LLC | 13,889 | $3.94M | $4.36M | $418,365.96 | 10.62% |
| JC Jared Calvert Buck Wealth Strategies LLC | 290 | $98,222 | $90,978.8 | -$7,243.2 | -7.37% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 3,649 | $1.23M | $1.14M | -$90,531.44 | -7.33% |