| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darren Tapley New England Capital Financial Advisors LLC | 148 | $61,163.45 | $94,728.88 | $33,565.43 | 54.88% |
Lydia Moore MRP Capital Investments LLC | 650 | $302,620.93 | $418,544.75 | $115,923.82 | 38.31% |
Neil Christ Oak Hill Wealth Advisors LLC | 627 | $265,508.54 | $407,427.73 | $141,919.19 | 53.45% |
David Bach River Street Advisors LLC | 435 | $181,055.28 | $281,549.4 | $100,494.12 | 55.5% |
Moises Valladares Insigneo Advisory Services LLC | 2,717 | $1.24M | $1.74M | $499,858.91 | 40.37% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,736 | $930,420.94 | $1.11M | $181,105.14 | 19.46% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 353 | $224,490 | $228,789.89 | $4,299.89 | 1.92% |
Jeffrey Rosenthal Viawealth LLC | 1,699 | $701,620.51 | $1.1M | $397,292.69 | 56.63% |
| SL Sarah Ludden Clifford Group LLC | 582 | $262,975.16 | $381,192.54 | $118,217.38 | 44.95% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 320 | $203,022 | $209,590.4 | $6,568.4 | 3.24% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 700 | $300,132 | $448,000 | $147,868 | 49.27% |
David Smith Linden Thomas Advisory Services LLC | 733 | $345,269.79 | $467,404.78 | $122,134.99 | 35.37% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 711 | $301,296.35 | $455,893.2 | $154,596.85 | 51.31% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,146 | $580,840 | $733,760.88 | $152,920.88 | 26.33% |
Vickie Chrisman LMG Wealth Partners LLC | 431 | $200,955.71 | $280,395.67 | $79,439.96 | 39.53% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 160 | $90,838.31 | $102,417.6 | $11,579.29 | 12.75% |
Paul B. Ordonio Park Place Capital Corp. | 5,532 | $3.38M | $3.62M | $238,276.27 | 7.04% |
| SM Sarah Moore BOS Asset Management LLC | 436 | $245,953.65 | $282,231.52 | $36,277.87 | 14.75% |
David Gutierrez Gutierrez Wealth Advisory LLC | 1,158 | $495,293.17 | $757,624.39 | $262,331.22 | 52.96% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 5,116 | $2.16M | $3.35M | $1.19M | 54.94% |