| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LK Lenny Kisin Applied Capital LLC/FL | 5,060 | $225,184.52 | $313,467 | $88,282.48 | 39.2% |
Jeffrey Rosenthal Viawealth LLC | 47,278 | $1.61M | $2.93M | $1.32M | 81.5% |
Andrew Lewis Genesis Private Wealth LLC | 6,332 | $348,669.85 | $392,267.4 | $43,597.55 | 12.5% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 775 | $26,013.58 | $48,949 | $22,935.42 | 88.17% |
David Smith Linden Thomas Advisory Services LLC | 8,695 | $379,523.25 | $538,655.25 | $159,132 | 41.93% |
Ira Ravitz Beverly Hills Private Wealth LLC | 19,608 | $581,003.77 | $1.24M | $657,437.51 | 113.16% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 18,645 | $512,190.24 | $1.16M | $642,867.51 | 125.51% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,899 | $525,011.03 | $737,143.05 | $212,132.02 | 40.41% |
Vickie Chrisman LMG Wealth Partners LLC | 11,499 | $393,762.19 | $712,363.05 | $318,600.86 | 80.91% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 5,269 | $198,886.61 | $326,414.55 | $127,527.94 | 64.12% |
Paul B. Ordonio Park Place Capital Corp. | 26,152 | $1.14M | $1.62M | $480,439.39 | 42.16% |
| SM Sarah Moore BOS Asset Management LLC | 9,494 | $314,608.96 | $588,153.3 | $273,544.34 | 86.95% |
Sheila J. Lindsay Bensler LLC | 4,472 | $196,559.91 | $277,040.4 | $80,480.49 | 40.94% |
David D. Jones Applied Finance Capital Management LLC | 335,281 | $14.95M | $20.77M | $5.82M | 38.92% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 75,615 | $3.6M | $4.68M | $1.09M | 30.24% |
Jeffrey Steele Silverlake Wealth Management LLC | 31,050 | $1.31M | $1.96M | $654,868.58 | 50.03% |
Kevin Kroskey True Wealth Design LLC | 3,026 | $146,313.88 | $187,460.7 | $41,146.82 | 28.12% |
Jill Batley Gateway Wealth Partners LLC | 74,157 | $3.51M | $4.59M | $1.08M | 30.79% |
David Kronour Kapstone Financial Advisors LLC | 10,452 | $343,255.03 | $660,148.32 | $316,893.29 | 92.32% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 4,739 | $211,296.86 | $293,581.05 | $82,284.19 | 38.94% |