| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Belena Vincetti Fortis Capital Advisors LLC | 5,962 | $265,193 | $266,739.88 | $1,546.88 | 0.58% |
Scott Register Register Financial Advisors LLC | 6,502 | $249,806.82 | $290,931.99 | $41,125.17 | 16.46% |
Bree Pate Olisti Co. Wealth LLC | 68,306 | $1.76M | $3.06M | $1.3M | 74.29% |
Moises Valladares Insigneo Advisory Services LLC | 7,808 | $294,938.44 | $347,612.16 | $52,673.72 | 17.86% |
Robert B. LaRue Owen LaRue LLC | 24,499 | $920,974.36 | $1.1M | $183,073.07 | 19.88% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 17,338 | $527,489.15 | $777,262.54 | $249,773.39 | 47.35% |
Jeffrey Steele Silverlake Wealth Management LLC | 15,735 | $380,065.26 | $703,983.9 | $323,918.64 | 85.23% |
Jill Batley Gateway Wealth Partners LLC | 124,032 | $4.77M | $5.52M | $758,444.31 | 15.92% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 9,828 | $238,280.73 | $438,230.52 | $199,949.79 | 83.91% |
Ian Laterreur Ergawealth Advisors Inc. | 431,464 | $17.14M | $19.37M | $2.23M | 13.02% |
| PIL PFG Investments LLC PFG Investments LLC | 9,057 | $305,393.26 | $407,972.56 | $102,579.3 | 33.59% |
Alexandra Stickelman Root Financial Partners, LLC | 6,105 | $240,596.19 | $273,137.7 | $32,541.51 | 13.53% |
Benjamin J. Jones National Wealth Management Group, LLC | 7,283 | $166,944.19 | $327,115.94 | $160,171.75 | 95.94% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 23,030 | $890,795.03 | $1.03M | $139,682.32 | 15.68% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 279,381 | $10.91M | $12.57M | $1.66M | 15.22% |
Annmarie Young KPP Advisory Services LLC | 50,377 | $2.02M | $2.26M | $240,807.42 | 11.95% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 49,626 | $1.85M | $2.24M | $385,354.23 | 20.82% |
John Hayes LongView Wealth Management | 60,815 | $2.16M | $2.73M | $566,996.14 | 26.2% |
Norden Group LLC NORDEN GROUP LLC | 51,600 | $1.79M | $2.3M | $506,969.45 | 28.26% |
Elliot Kallen Prosperity Wealth Management, Inc. | 11,542 | $459,766.61 | $517,543.28 | $57,776.67 | 12.57% |