| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,040 | $12,319.32 | $14,726.5 | $2,407.18 | 19.54% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 35,422 | $498,688.76 | $501,579.06 | $2,890.3 | 0.58% |
Darren Tapley New England Capital Financial Advisors LLC | 1,715 | $20,290.33 | $24,284.57 | $3,994.24 | 19.69% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 169,728 | $1.84M | $2.4M | $561,780.2 | 30.51% |
| HS Helen Semus Semus Wealth Partners LLC | 11,045 | $127,455 | $156,398.3 | $28,943.3 | 22.71% |
| MV Moises Valladares Insigneo Advisory Services LLC | 45,058 | $560,240.31 | $641,175.34 | $80,935.03 | 14.45% |
| MR Michael Radoff LGT Financial Advisors LLC | 224 | $2,782 | $3,187.52 | $405.52 | 14.58% |
| RBL Robert B. LaRue Owen LaRue LLC | 12,746 | $150,997.42 | $181,375.58 | $30,378.16 | 20.12% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 28,332 | $340,718.82 | $403,164.36 | $62,445.54 | 18.33% |
| FFL Financial Freedom LLC Financial Freedom LLC | 70 | $904.51 | $996.1 | $91.59 | 10.13% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 2,000 | $25,200 | $28,460 | $3,260 | 12.94% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 12,826 | $127,006.78 | $182,513.98 | $55,507.2 | 43.7% |
| VC Vickie Chrisman LMG Wealth Partners LLC | 15,387 | $183,773.88 | $218,957.01 | $35,183.13 | 19.14% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,791 | $20,698.91 | $25,485.93 | $4,787.02 | 23.13% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 142 | $1,863.04 | $2,020.66 | $157.62 | 8.46% |
| SM Sarah Moore BOS Asset Management LLC | 33,397 | $391,095.05 | $475,239.31 | $84,144.26 | 21.52% |
Jeffrey Steele Silverlake Wealth Management LLC | 54,590 | $732,017.46 | $776,815.7 | $44,798.24 | 6.12% |
Kevin Kroskey True Wealth Design LLC | 1,670 | $19,880.47 | $23,764.1 | $3,883.63 | 19.53% |
Jill Batley Gateway Wealth Partners LLC | 58,309 | $709,858.56 | $829,737.07 | $119,878.51 | 16.89% |
David Kronour Kapstone Financial Advisors LLC | 23,516 | $242,570.54 | $334,632.68 | $92,062.14 | 37.95% |