| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NH Nathaniel Holden Core Wealth Partners LLC | 4,027 | $2.61M | $3.95M | $1.34M | 51.43% |
| DS David Stevens Stevens Capital Partners | 297 | $264,388.31 | $291,466.89 | $27,078.58 | 10.24% |
| TAL TFB Advisors LLC TFB Advisors LLC | 543 | $427,966.02 | $532,883.91 | $104,917.89 | 24.52% |
| DA Dana Anspach Sensible Money LLC | 323 | $185,171.35 | $316,982.51 | $131,811.16 | 71.18% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 1,442 | $763,326.01 | $1.41M | $651,636.49 | 85.37% |
| SP Scott Paschal Financial Partners Group LLC | 1,406 | $1.06M | $1.38M | $321,624.52 | 30.39% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 5,212 | $2.48M | $5.11M | $2.63M | 106.23% |
| BGM Brendan G. Moody Watershed Private Wealth LLC | 1,226 | $1.05M | $1.2M | $148,493.06 | 14.08% |
| JM Jarrod Musick Destiny Capital Corp./ Co. | 1,214 | $605,656.96 | $1.19M | $585,726.22 | 96.71% |
| RBL Robert B. LaRue Owen LaRue LLC | 393 | $376,167.55 | $385,678.41 | $9,510.86 | 2.53% |
| AB Ashley Buboltz Moran Wealth Management LLC | 15,298 | $9.81M | $15M | $5.19M | 52.88% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 844 | $615,454.25 | $827,575.76 | $212,121.51 | 34.47% |
| JR Jeffrey Rosenthal Viawealth LLC | 412 | $207,300.39 | $404,324.44 | $197,024.05 | 95.04% |
| FFL Financial Freedom LLC Financial Freedom LLC | 17 | $7,813.88 | $16,669.18 | $8,855.3 | 113.33% |
| SL Sarah Ludden Clifford Group LLC | 482 | $224,630.8 | $473,020.34 | $248,389.54 | 110.58% |
| KK Kevin King LEGACY FINANCIAL GROUP Inc. | 247 | $216,295.04 | $242,398.39 | $26,103.35 | 12.07% |
| ATG Andrew T. Gardener Tanglewood Legacy Advisors LLC | 413 | $287,881.86 | $405,045.62 | $117,163.76 | 40.7% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 270 | $266,179.79 | $264,969.9 | -$1,209.89 | -0.45% |
| JRP Jason R. Parker Parker Financial LLC | 358 | $356,839 | $351,330.46 | -$5,508.54 | -1.54% |
| DS David Smith Linden Thomas Advisory Services LLC | 5,310 | $4.32M | $5.21M | $887,949.13 | 20.55% |