| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ira Ravitz Beverly Hills Private Wealth LLC | 19,608 | $581,003.77 | $1.06M | $477,043.91 | 82.11% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 18,645 | $512,190.24 | $1.01M | $493,893.96 | 96.43% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 12,279 | $545,695.02 | $631,017.81 | $85,322.79 | 15.64% |
Vickie Chrisman LMG Wealth Partners LLC | 9,851 | $336,873.25 | $531,559.96 | $194,686.71 | 57.79% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 5,269 | $198,886.61 | $269,720.11 | $70,833.5 | 35.62% |
Paul B. Ordonio Park Place Capital Corp. | 27,080 | $1.19M | $1.41M | $216,688.75 | 18.17% |
| SM Sarah Moore BOS Asset Management LLC | 9,897 | $336,543.65 | $534,042.12 | $197,498.47 | 58.68% |
Sheila J. Lindsay Bensler LLC | 4,472 | $196,559.91 | $241,309.12 | $44,749.21 | 22.77% |
David D. Jones Applied Finance Capital Management LLC | 335,281 | $14.95M | $18.09M | $3.14M | 21% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 75,790 | $3.61M | $3.93M | $320,462.34 | 8.89% |
Jeffrey Steele Silverlake Wealth Management LLC | 31,050 | $1.31M | $1.6M | $286,615.58 | 21.9% |
Kevin Kroskey True Wealth Design LLC | 3,803 | $189,613.36 | $196,615.1 | $7,001.74 | 3.69% |
Jill Batley Gateway Wealth Partners LLC | 44,920 | $2.19M | $2.3M | $112,490.53 | 5.14% |
David Kronour Kapstone Financial Advisors LLC | 10,452 | $343,255.03 | $563,989.92 | $220,734.89 | 64.31% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 3,519 | $200,514 | $182,724.07 | -$17,789.93 | -8.87% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 4,962 | $224,003.4 | $254,997.18 | $30,993.78 | 13.84% |
Gregory Turcotte Alpha Financial Partners LLC | 8,187 | $360,326.09 | $423,022.29 | $62,696.2 | 17.4% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 59,440 | $2.1M | $3.08M | $978,287.23 | 46.62% |
Leigha Shepard Midwest Financial Group LLC | 6,012 | $244,593.68 | $310,820.4 | $66,226.72 | 27.08% |
Christopher E. Jaccard Financial Alternatives Inc. | 4,309 | $203,902.08 | $222,947.66 | $19,045.58 | 9.34% |