| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Canning Mi LLCreek Capital Advisors LLC | 3,957 | $254,683.24 | $405,018.73 | $150,335.49 | 59.03% |
| TAL TFB Advisors LLC TFB Advisors LLC | 6,533 | $606,980.75 | $668,685.21 | $61,704.46 | 10.17% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 7,064 | $456,199.81 | $721,799.52 | $265,599.71 | 58.22% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,352 | $1.38M | $1.57M | $189,069.29 | 13.7% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,066 | $97,538 | $108,460.17 | $10,922.17 | 11.2% |
Jill Batley Gateway Wealth Partners LLC | 6,932 | $634,412 | $708,311.76 | $73,899.76 | 11.65% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 800 | $61,296 | $81,736 | $20,440 | 33.35% |
| PIL PFG Investments LLC PFG Investments LLC | 5,317 | $486,578 | $542,360.58 | $55,782.58 | 11.46% |
David Silver INSTRUMENTAL WEALTH, LLC | 3,036 | $280,847.72 | $314,499.24 | $33,651.52 | 11.98% |
Staci Compagno Portside Wealth Group, LLC | 2,283 | $206,611.5 | $231,872.89 | $25,261.39 | 12.23% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,203 | $384,626 | $428,727.01 | $44,101.01 | 11.47% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 80 | $7,136 | $8,155.2 | $1,019.2 | 14.28% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 27,049 | $2.29M | $2.76M | $465,487.47 | 20.31% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 26,563 | $2.2M | $2.71M | $513,861.47 | 23.4% |
John Hayes LongView Wealth Management | 5,769 | $412,085.84 | $585,495.81 | $173,409.97 | 42.08% |
Andrew Halac Talon Private Wealth, LLC | 23,912 | $1.96M | $2.44M | $480,741.73 | 24.57% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,568 | $944,117.55 | $1.17M | $229,918.77 | 24.35% |
Marilou Davido WFA Asset Management Corp | 5,832 | $479,582.63 | $593,872.56 | $114,289.93 | 23.83% |
NICOLE MARTIN Arlington Trust Co LLC | 1,000 | $76,620 | $101,830 | $25,210 | 32.9% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,409 | $214,882.81 | $245,525.28 | $30,642.47 | 14.26% |