| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFL Financial Freedom LLC Financial Freedom LLC | 2,986 | $263,022.33 | $309,140.58 | $46,118.25 | 17.53% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 2,514 | $218,416 | $266,911.38 | $48,495.38 | 22.2% |
Ira Ravitz Beverly Hills Private Wealth LLC | 4,056 | $393,348.98 | $430,625.52 | $37,276.54 | 9.48% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 13,445 | $1.5M | $1.43M | -$69,443.43 | -4.64% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,353 | $470,776.74 | $462,158.01 | -$8,618.73 | -1.83% |
Vickie Chrisman LMG Wealth Partners LLC | 27,585 | $2.46M | $2.93M | $466,720.73 | 18.95% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2,217 | $209,944.6 | $235,378.89 | $25,434.29 | 12.11% |
Paul B. Ordonio Park Place Capital Corp. | 1,256 | $115,877.35 | $133,286.72 | $17,409.37 | 15.02% |
David D. Jones Applied Finance Capital Management LLC | 226,422 | $24.23M | $23.61M | -$619,005.19 | -2.55% |
Jeffrey Steele Silverlake Wealth Management LLC | 5,687 | $770,238.88 | $603,788.79 | -$166,450.09 | -21.61% |
Kevin Kroskey True Wealth Design LLC | 1,440 | $133,257.56 | $152,784 | $19,526.44 | 14.65% |
Jill Batley Gateway Wealth Partners LLC | 11,839 | $1.15M | $1.26M | $109,540.17 | 9.55% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 2,841 | $314,217.48 | $292,097.41 | -$22,120.07 | -7.04% |
David Kronour Kapstone Financial Advisors LLC | 2,233 | $194,097.6 | $237,111.1 | $43,013.5 | 22.16% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 6,078 | $585,008 | $624,909.57 | $39,901.57 | 6.82% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 3,083 | $311,287.13 | $327,322.11 | $16,034.98 | 5.15% |
Hannah Rae Leone Foundation Wealth Management LLC | 4,970 | $532,551.13 | $518,445.55 | -$14,105.58 | -2.65% |
Johnathan Kasting DDFG Inc. | 2,878 | $276,980.79 | $297,901.78 | $20,920.99 | 7.55% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 378,353 | $39.31M | $40.17M | $863,918.13 | 2.2% |
Beth Zilka Baron Wealth Management LLC | 2,353 | $228,609.18 | $241,923.69 | $13,314.51 | 5.82% |