| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darren Tapley New England Capital Financial Advisors LLC | 1,270 | $129,490.57 | $153,581.1 | $24,090.53 | 18.6% |
Helen Semus Semus Wealth Partners LLC | 1,933 | $222,851.86 | $230,123.65 | $7,271.79 | 3.26% |
Lydia Moore MRP Capital Investments LLC | 63 | $7,264 | $7,617.33 | $353.33 | 4.86% |
Neil Christ Oak Hill Wealth Advisors LLC | 7,147 | $799,514.73 | $860,284.39 | $60,769.66 | 7.6% |
Moises Valladares Insigneo Advisory Services LLC | 10,289 | $1.02M | $1.25M | $227,353.57 | 22.24% |
Michael Radoff LGT Financial Advisors LLC | 415 | $38,400.43 | $50,177.65 | $11,777.22 | 30.67% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,300 | $605,361.09 | $640,876 | $35,514.91 | 5.87% |
Scott Paschal Financial Partners Group LLC | 5,760 | $560,416.32 | $688,377.6 | $127,961.28 | 22.83% |
Ashley Buboltz Moran Wealth Management LLC | 25,854 | $3.21M | $3.13M | -$86,533.25 | -2.69% |
| CJ Carl Jurgens Walker Financial Services Inc. | 2,076 | $262,823 | $247,884.78 | -$14,938.22 | -5.68% |
Andrew Lewis Genesis Private Wealth LLC | 3,516 | $379,022.49 | $423,537.36 | $44,514.87 | 11.74% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 206 | $26,075 | $24,890.98 | -$1,184.02 | -4.54% |
Richard W. Lowrie Park Edge Advisors LLC | 6,968 | $873,542.43 | $838,738.16 | -$34,804.27 | -3.98% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 7,454 | $758,386.76 | $900,331.39 | $141,944.63 | 18.72% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,681 | $692,694.73 | $686,946.52 | -$5,748.21 | -0.83% |
Vickie Chrisman LMG Wealth Partners LLC | 11,293 | $1.18M | $1.36M | $180,472.28 | 15.29% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 188 | $24,654.06 | $22,832.6 | -$1,821.46 | -7.39% |
Paul B. Ordonio Park Place Capital Corp. | 4,070 | $423,331.23 | $486,120.8 | $62,789.57 | 14.83% |
Jeffrey Steele Silverlake Wealth Management LLC | 5,959 | $624,300.93 | $720,443.1 | $96,142.17 | 15.4% |
Kevin Kroskey True Wealth Design LLC | 792 | $102,286.6 | $94,152.96 | -$8,133.64 | -7.95% |