| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Walter J. West Milestone Asset Management LLC | 11,184 | $1.05M | $1.18M | $127,065.2 | 12.06% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 6,370 | $530,667.94 | $672,544.6 | $141,876.66 | 26.74% |
Lydia Moore MRP Capital Investments LLC | 111 | $10,782 | $11,989.11 | $1,207.11 | 11.2% |
Moises Valladares Insigneo Advisory Services LLC | 107,973 | $10.86M | $11.73M | $872,865.82 | 8.04% |
John Canning Mi LLCreek Capital Advisors LLC | 122,662 | $9.21M | $12.95M | $3.75M | 40.68% |
Dana Anspach Sensible Money LLC | 2,693 | $179,194 | $284,326.94 | $105,132.94 | 58.67% |
Scott Highmark Mosaic Family Wealth Partners LLC | 44,042 | $2.91M | $4.73M | $1.82M | 62.52% |
Scott Paschal Financial Partners Group LLC | 14,335 | $1.17M | $1.51M | $341,889.61 | 29.18% |
Brendan G. Moody Watershed Private Wealth LLC | 3,205 | $210,861.02 | $338,383.9 | $127,522.88 | 60.48% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 58,803 | $4.47M | $6.21M | $1.74M | 39.03% |
Richard W. Lowrie Park Edge Advisors LLC | 8,978 | $831,909.16 | $947,897.24 | $115,988.08 | 13.94% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,746 | $263,995.75 | $289,922.68 | $25,926.93 | 9.82% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2,581 | $199,574.8 | $272,501.98 | $72,927.18 | 36.54% |
Paul B. Ordonio Park Place Capital Corp. | 4,057 | $308,186.31 | $440,752.48 | $132,566.17 | 43.01% |
Sheila J. Lindsay Bensler LLC | 2,044 | $212,351 | $215,805.52 | $3,454.52 | 1.63% |
Jill Batley Gateway Wealth Partners LLC | 13,916 | $1.35M | $1.47M | $120,549.97 | 8.94% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 7,144 | $691,491.88 | $767,479.92 | $75,988.04 | 10.99% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 15,040 | $1.06M | $1.62M | $569,222.46 | 53.94% |
Benjamin Cannon Tillman Hartley LLC | 2,819 | $252,004 | $302,845.17 | $50,841.17 | 20.17% |
Leigha Shepard Midwest Financial Group LLC | 2,780 | $268,593.67 | $293,512.4 | $24,918.73 | 9.28% |