| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Walter J. West Milestone Asset Management LLC | 9,157 | $5.81M | $5.43M | -$381,480.99 | -6.57% |
Lydia Moore MRP Capital Investments LLC | 650 | $302,620.93 | $403,500.51 | $100,879.58 | 33.34% |
Neil Christ Oak Hill Wealth Advisors LLC | 627 | $265,508.54 | $371,604.08 | $106,095.54 | 39.96% |
David Bach River Street Advisors LLC | 435 | $181,055.28 | $257,811.44 | $76,756.16 | 42.39% |
Moises Valladares Insigneo Advisory Services LLC | 2,717 | $1.24M | $1.65M | $416,066.58 | 33.6% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,736 | $930,420.94 | $1.08M | $145,482.42 | 15.64% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 353 | $224,490 | $209,212.5 | -$15,277.5 | -6.81% |
Jeffrey Rosenthal Viawealth LLC | 1,699 | $701,620.51 | $1.04M | $333,546.21 | 47.54% |
| SL Sarah Ludden Clifford Group LLC | 582 | $262,975.16 | $354,350.69 | $91,375.53 | 34.75% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 320 | $203,022 | $189,654.39 | -$13,367.61 | -6.58% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 700 | $300,132 | $434,539.01 | $134,407.01 | 44.78% |
David Smith Linden Thomas Advisory Services LLC | 733 | $345,269.79 | $434,427.1 | $89,157.31 | 25.82% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 711 | $301,296.35 | $421,388.36 | $120,092.01 | 39.86% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,158 | $586,581.39 | $686,311.84 | $99,730.45 | 17% |
Vickie Chrisman LMG Wealth Partners LLC | 431 | $200,955.71 | $267,120.88 | $66,165.17 | 32.93% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 160 | $90,838.31 | $94,827.2 | $3,988.89 | 4.39% |
Paul B. Ordonio Park Place Capital Corp. | 5,532 | $3.38M | $3.37M | -$15,919.24 | -0.47% |
| SM Sarah Moore BOS Asset Management LLC | 436 | $245,953.65 | $258,404.11 | $12,450.46 | 5.06% |
David Gutierrez Gutierrez Wealth Advisory LLC | 1,155 | $493,389.84 | $684,533.83 | $191,143.99 | 38.74% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 5,066 | $2.13M | $3M | $870,939.9 | 40.86% |