| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 846 | $249,000.98 | $283,105.45 | $34,104.47 | 13.7% |
Darren Tapley New England Capital Financial Advisors LLC | 76 | $10,843.55 | $23,362.4 | $12,518.85 | 115.45% |
David Bach River Street Advisors LLC | 743 | $172,829.23 | $228,398.19 | $55,568.96 | 32.15% |
Moises Valladares Insigneo Advisory Services LLC | 1,741 | $359,588.75 | $582,608.26 | $223,019.51 | 62.02% |
John Canning Mi LLCreek Capital Advisors LLC | 1,749 | $286,011.78 | $537,642.58 | $251,630.8 | 87.98% |
| NH Nathaniel Holden Core Wealth Partners LLC | 1,003 | $241,771.43 | $308,322.19 | $66,550.76 | 27.53% |
Scott Paschal Financial Partners Group LLC | 35,563 | $5.37M | $10.93M | $5.56M | 103.44% |
Ashley Buboltz Moran Wealth Management LLC | 78,564 | $15.39M | $24.62M | $9.23M | 59.95% |
| FFL Financial Freedom LLC Financial Freedom LLC | 785 | $112,223.74 | $248,813.6 | $136,589.86 | 121.71% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 10,970 | $2.55M | $3.49M | $941,994.01 | 36.92% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,334 | $266,605.99 | $410,071.59 | $143,465.6 | 53.81% |
Vickie Chrisman LMG Wealth Partners LLC | 17,266 | $2.68M | $5.64M | $2.96M | 110.39% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 13 | $3,728.66 | $3,996.2 | $267.54 | 7.18% |
Paul B. Ordonio Park Place Capital Corp. | 1,788 | $547,670.07 | $598,336.34 | $50,666.27 | 9.25% |
| SM Sarah Moore BOS Asset Management LLC | 780 | $181,435.8 | $239,771.99 | $58,336.19 | 32.15% |
David Gutierrez Gutierrez Wealth Advisory LLC | 569 | $163,200.58 | $174,910.59 | $11,710.01 | 7.18% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 1,290 | $185,154.15 | $396,545.99 | $211,391.84 | 114.17% |
Jeffrey Steele Silverlake Wealth Management LLC | 861 | $200,357.8 | $272,902.56 | $72,544.76 | 36.21% |
Kevin Kroskey True Wealth Design LLC | 598 | $128,775.52 | $183,825.19 | $55,049.67 | 42.75% |
Jill Batley Gateway Wealth Partners LLC | 1,625 | $426,726.04 | $499,524.98 | $72,798.94 | 17.06% |